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
₹11.79
-0.12%
NAV as on 18 Dec 24, 12:00 AM
moderate risk
index funds fixed income
debt
NAV as on 18 Dec 24, 12:00 AM
moderate risk
index funds fixed income
debt
8.10%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.79%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd 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 Oct 2022, Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Growth is Index Funds - Fixed Income fund of its category with 588.26 Cr fund under management as on Dec 2024. 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 Plus AAA PSU Bond Jul 2028 60:40 Index by investing in SDLs and PSU Bonds, maturing on or before Jul 2028, subject to tracking difference.
08.15 Tn SDL 2028
16.15%
National Bank For Agriculture And Rural Development
10.36%
08.05 Tn Sdl 2028apr
6.47%
Rural Electrification Corporation Limited
5.98%
08.56 MH Sdl 2028
5.54%
08.28 Tn Sdl 2028mar
5.17%
08.35 GJ Sdl 2028
4.40%
Power Finance Corporation Ltd.
4.28%
07.82 KA Sdl 2027
3.56%
Rural Electrification Corporation Limited
3.11%
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
5.5%
moderate risk | debt
0.0%