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
₹3620.52
0.00%
NAV as on 18 Feb 26, 12:00 AM
low to moderate risk
low duration
debt
NAV as on 18 Feb 26, 12:00 AM
low to moderate risk
low duration
debt
6.79%p.a.
Last 1Y
6.97%p.a.
Last 3Y
5.72%p.a.
Last 5Y
7.17%p.a.
Since Inception
About SBI Low Duration Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Low Duration Fund -Growth scheme from SBI Mutual Fund. It is a Low Duration mutual fund scheme that predominantly invests in Low Duration stocks of companies. Launched on Jul 2007, SBI Low Duration Fund -Growth is Low Duration fund of its category with 17,198.5 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Low Duration funds.
- SBI Low Duration Fund -Growth delivered 6.8% annual returns during the last year. It has delivered 7.2% average annual returns since the fund was launched.
- SBI Low Duration Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To provide investors an opportunity to generate regular income with reasonable degree of liquidity through investments in debt and money market instruments in such a manner that the Macaulay duration of the portfolio is between 6 months and 12 months.
Top 10 Holdings
CENTRAL GOVERNMENT LOAN 09004 GOI 04FB26 6.90 FV RS 100
0.88%
Repo
8.83%
Net Receivables
1.37%
Uttar Pradesh State SDL 7.19 28/09/2026
0.42%
Andhra Pradesh State SDL 8.01 25/05/2026
0.47%
Haryana State SDL 7.18 28/09/2026
0.21%
STATE DEVELOPMENT LOAN 20860 TN 19SP26 8.72 FV RS 100
0.95%
INDIA GRID TRUST SR ONE RR LOA 14FB29 FVRS10LAC
2.24%
STATE DEVELOPMENT LOAN 22035 CHT 28AG26 7.03 FV RS 100
4.98%
CENTRAL GOVERNMENT LOAN 23277 GOI 22SP33 FLT FV RS 100
0.90%
Fund Managers
- Sudhir Agrawal (May 2025 - Present)
- Pradeep Kesavan (Dec 2023 - Present)
Key Information
View Scheme Document
SBI Low Duration Fund -Growth SIP Calculator
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NRI Mutual Fund Tax on SBI Low Duration Fund -Growth
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 SBI Low Duration Fund -Growth?
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 SBI Low Duration Fund -Growth
- 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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low to moderate risk | debt
7.2%
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0.0%
Frequently Asked Questions
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