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
₹45.87
0.00%
NAV as on 18 Dec 24, 12:00 AM
moderate risk
short duration
debt
NAV as on 18 Dec 24, 12:00 AM
moderate risk
short duration
debt
7.34%p.a.
Last 1Y
5.63%p.a.
Last 3Y
5.81%p.a.
Last 5Y
7.05%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Tata Short Term Bond Fund Growth scheme from Tata Asset Management Limited. It is a Short Duration mutual fund scheme that predominantly invests in Short Duration stocks of companies. Launched on Aug 2002, Tata Short Term Bond Fund Growth is Short Duration fund of its category with 2,859.96 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Short Duration funds.
The investment objective is to generate regular income/appreciation over a short term period. There can be no assurance that the investment objective of the Scheme will be realised.
7.32% Govt Stock 2030
7.91%
Government Of India 6.92%
5.46%
7.1% Govt Stock 2034
5.22%
SANSAR JUNE 2024 TRUST
2.63%
National Bank For Agriculture And Rural Development
2.62%
Small Industries Development Bank Of India
2.61%
Jamnagar Utilities & Power Private Limited
2.57%
7.17% Govt Stock 2030
2.32%
National Housing Bank
2.28%
6.79% Govt Stock 2034
2.27%
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
6.6%
moderate risk | debt
5.7%
moderate risk | debt
6.3%