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
₹11.69
-0.68%
NAV as on 07 Sep 24, 12:00 AM
very high risk
retirement
equity
NAV as on 07 Sep 24, 12:00 AM
very high risk
retirement
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
17.31%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the PGIM India Retirement Fund Growth scheme from PGIM India Asset Management Private Limited. It is a Retirement mutual fund scheme that predominantly invests in Retirement stocks of companies. Launched on Apr 2024, PGIM India Retirement Fund Growth is Retirement fund of its category with 64.1 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Retirement funds.
The investment objective of the scheme is to provide capital appreciation and income to investors in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments, REITs and InvITs, and fixed income securities. However, there is no assurance that the investment objective of the scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
ICICI Bank Ltd
6.47%
Tata Consultancy Services Ltd
4.01%
HDFC Bank Ltd
3.99%
Reliance Industries Ltd
3.71%
Axis Bank Ltd
3.36%
Bharti Airtel Ltd
2.70%
CG Power & Industrial Solutions Ltd
1.99%
Dixon Technologies (India) Ltd
1.98%
Varun Beverages Ltd
1.67%
Zomato Ltd
1.64%
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.
Funds
3Y Return
very high risk | equity
22.5%
very high risk | equity
19.4%
very high risk | equity
18.9%