NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹1176.30
0.05%
NAV as on 11 Nov 24, 12:00 AM
moderate risk
medium duration
debt
NAV as on 11 Nov 24, 12:00 AM
moderate risk
medium duration
debt
8.31%p.a.
Last 1Y
5.06%p.a.
Last 3Y
0.00%p.a.
Last 5Y
4.98%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Invesco India Medium Duration Fund Growth scheme from Invesco Asset Management (India) Private Ltd. It is a Medium Duration mutual fund scheme that predominantly invests in Medium Duration stocks of companies. Launched on Jul 2021, Invesco India Medium Duration Fund Growth is Medium Duration fund of its category with 230.64 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Medium Duration funds.
To generate income by investing in a portfolio of Debt and Money Market Instruments such that the Macaulay duration of the portfolio is between 3 years and 4 years. There is no assurance that the investment objective of the Scheme will be achieved.
07.18 Goi 24072037
11.16%
7.26% Govt Stock 2033
8.92%
7.02% Govt Stock 2031
6.60%
07.18 Goi 14082033
4.45%
7.17% Govt Stock 2030
4.42%
National Bank For Agriculture And Rural Development
4.39%
National Housing Bank
4.37%
Small Industries Development Bank Of India
4.36%
Sikka Ports And Terminals Limited
4.28%
The Tata Power Company Limited
2.30%
View Scheme Document
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
---|---|---|
Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
moderate risk | debt
3.8%
moderate risk | debt
5.3%
moderate risk | debt
5.3%