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
₹20.48
-0.04%
NAV as on 08 Dec 24, 12:00 AM
very high risk
retirement
equity
NAV as on 08 Dec 24, 12:00 AM
very high risk
retirement
equity
21.14%p.a.
Last 1Y
17.41%p.a.
Last 3Y
0.00%p.a.
Last 5Y
19.79%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the SBI Retirement Benefit Fund - Aggressive Plan Growth scheme from SBI Funds Management Ltd. It is a Retirement mutual fund scheme that predominantly invests in Retirement stocks of companies. Launched on Feb 2021, SBI Retirement Benefit Fund - Aggressive Plan Growth is Retirement fund of its category with 2,773.59 Cr fund under management as on Dec 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 a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However, there can be no assurance that the investment objective of the Scheme will be realized.
HDFC Bank Ltd
8.59%
ICICI Bank Ltd
6.12%
Reliance Industries Ltd
5.74%
Infosys Ltd
5.20%
Larsen & Toubro Ltd
4.23%
Tata Consultancy Services Ltd
3.79%
Maruti Suzuki India Ltd
3.61%
State Bank of India
3.49%
UltraTech Cement Ltd
2.92%
Axis Bank Ltd
2.72%
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
21.5%
very high risk | equity
19.7%
very high risk | equity
15.3%