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
₹39.64
0.22%
NAV as on 09 Dec 24, 12:00 AM
moderate risk
dynamic bond
debt
NAV as on 09 Dec 24, 12:00 AM
moderate risk
dynamic bond
debt
8.82%p.a.
Last 1Y
6.03%p.a.
Last 3Y
5.75%p.a.
Last 5Y
6.62%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the JM Dynamic Bond Fund - Growth scheme from JM Financial Asset Management Limited. It is a Dynamic Bond mutual fund scheme that predominantly invests in Dynamic Bond stocks of companies. Launched on Jun 2003, JM Dynamic Bond Fund - Growth is Dynamic Bond fund of its category with 45.99 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Bond funds.
The investment objective will be to actively manage a portfolio of good quality debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders. Investors are required to read all the scheme related information set out in the offer documents carefully and also note that there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/ indicate any returns.
7.18% Govt Stock 2037
38.73%
7.1% Govt Stock 2034
22.67%
7.23% Govt Stock 2039
10.32%
7.32% Govt Stock 2030
9.13%
7.37% Govt Stock 2028
4.55%
7.18% Govt Stock 2033
4.54%
7.04% Govt Stock 2029
2.25%
Corporate Debt Market Development Fund - Class A2 Units
0.26%
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
6.6%
moderate risk | debt
5.8%
moderate risk | debt
6.7%