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
₹35.82
-0.18%
NAV as on 13 Nov 24, 12:00 AM
moderately high risk
dynamic bond
debt
NAV as on 13 Nov 24, 12:00 AM
moderately high risk
dynamic bond
debt
10.28%p.a.
Last 1Y
5.90%p.a.
Last 3Y
6.66%p.a.
Last 5Y
8.08%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Dynamic Bond Plan Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Dynamic Bond mutual fund scheme that predominantly invests in Dynamic Bond stocks of companies. Launched on May 2008, Kotak Dynamic Bond Plan Growth is Dynamic Bond fund of its category with 2,876.86 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Bond funds.
The investment objective of the Scheme is to maximise returns through an active management of a portfolio of debt and money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved.
7.30 Goi 19062053
43.51%
7.10%Goi 08/04/2034
8.75%
7.25% Govt Stock 2063
8.14%
Muthoot Finance Limited
5.28%
7.46% Govt Stock 2073
3.72%
HDFC Bank Limited
3.00%
Embassy Office Parks REIT
2.95%
7.34% Govt Stock 2064
2.85%
HDFC Bank Limited
2.66%
TATA Steel Limited
2.64%
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.