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
₹3210.79
0.03%
NAV as on 18 Dec 24, 12:00 AM
low to moderate risk
low duration
debt
NAV as on 18 Dec 24, 12:00 AM
low to moderate risk
low duration
debt
7.34%p.a.
Last 1Y
5.93%p.a.
Last 3Y
5.82%p.a.
Last 5Y
7.20%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Low Duration Fund- Standard Plan-Growth Option scheme from Kotak Mahindra Asset Management Co Ltd. It is a Low Duration mutual fund scheme that predominantly invests in Low Duration stocks of companies. Launched on Mar 2008, Kotak Low Duration Fund- Standard Plan-Growth Option is Low Duration fund of its category with 12,490.29 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Low Duration funds.
The primary objective of the Scheme is to generate income through investment primarily in low duration debt & money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved
7.93% Govt Stock 2033
5.42%
Small Industries Development Bank Of India
3.39%
7.32% Govt Stock 2030
2.47%
National Bank For Agriculture And Rural Development
2.44%
National Bank For Agriculture And Rural Development
2.40%
Embassy Office Parks Reit
1.64%
Bharti Telecom Limited
1.62%
National Bank For Agriculture And Rural Development
1.61%
Mankind Pharma Ltd
1.61%
Aditya Birla Housing Finance Limited
1.61%
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
low to moderate risk | debt
6.7%
low to moderate risk | debt
6.1%
low to moderate risk | debt
6.0%