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
₹10.46
0.04%
NAV as on 20 Nov 23, 12:00 AM
moderate risk
index funds fixed income
debt
NAV as on 20 Nov 23, 12:00 AM
moderate risk
index funds fixed income
debt
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
3.72%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Nifty SDL Jul 2028 Index Fund Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Mar 2023, Kotak Nifty SDL Jul 2028 Index Fund Growth is Index Funds - Fixed Income fund of its category with 9.36 Cr fund under management as on Nov 2023. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
The investment objective of the scheme is to track the Nifty SDL Jul 2028 Index by investing in SDLs, maturing on or before July 2028, subject to tracking difference. There is no assurance or guarantee that the investment objective of the scheme would be achieved.
08.15 Tn SDL 2028
64.36%
8.54 RJ Sdl 2028
23.82%
08.56 MH Sdl 2028
4.97%
08.57 RJ Sdl 2028
1.59%
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
0.0%
moderate risk | debt
0.0%
moderate risk | debt
0.0%