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
₹NaN
-0.01%
NAV as on Datlid , 12:NaN AM
moderate risk
medium to long duration
debt
NAV as on Datlid , 12:NaN AM
moderate risk
medium to long duration
debt
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
0.00%p.a.
Since Inception
About LIC MF Medium to Long Duration Fund Annually (Annual) Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the LIC MF Medium to Long Duration Fund Annually (Annual) Reinvestment Inc Dist cum Cap Wdrl scheme from LIC Mutual Fund Asset Management Limited. It is a Medium to Long Duration mutual fund scheme that predominantly invests in Medium to Long Duration stocks of companies. Launched on Oct 1999, LIC MF Medium to Long Duration Fund Annually (Annual) Reinvestment Inc Dist cum Cap Wdrl is Medium to Long Duration fund of its category with 181.33 Cr fund under management as on Jul 2023. The expense ratio of this fund is less than that of most other Fund category Medium to Long Duration funds.
- LIC MF Medium to Long Duration Fund Annually (Annual) Reinvestment Inc Dist cum Cap Wdrl delivered 0.0% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
- LIC MF Medium to Long Duration Fund Annually (Annual) Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
LIC MF Bond fund is an open-ended debt scheme which will endeavor to generate an attractive return for its investors by investing in a portfolio is between 4 years and 7 years. However, there is no assurance that the investment objective of the Schemes will be realized.
Top 10 Holdings
07.70 MH Sgs 2033
23.23%
7.1% Govt Stock 2034
21.00%
07.80 GJ Sdl 2032
14.70%
07.64 MH Sgs 2032
8.63%
07.71 MH Sdl 2033
7.19%
7.18% Govt Stock 2033
7.19%
HDFC Bank Limited
5.81%
Reliance Utilities And Power Private Limited
5.54%
06.95 GJ Sdl 2031
2.81%
07.72 MH Sdl 2034
1.72%
Fund Managers
- Marzban Irani (Aug 2016 - Present)
- Pratik Shroff (Sep 2023 - Present)
Key Information
View Scheme Document
LIC MF Medium to Long Duration Fund Annually (Annual) Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
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
NRI Mutual Fund Tax on LIC MF Medium to Long Duration Fund Annually (Annual) Reinvestment Inc Dist cum Cap Wdrl
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 |
How can NRIs invest in LIC MF Medium to Long Duration Fund Annually (Annual) Reinvestment Inc Dist cum Cap Wdrl?
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:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in LIC MF Medium to Long Duration Fund Annually (Annual) Reinvestment Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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3Y Return
ICICI Prudential Bond Fund Half Yearly Rnvstmnt of Inc Dist cum Cap Wdrl
moderate risk | debt
3.9%
ICICI Prudential Bond Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
moderate risk | debt
5.1%
ICICI Prudential Bond Fund Monthly Rnvstmnt of Inc Dist cum Cap Wdrl
moderate risk | debt
6.3%
Frequently Asked Questions
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