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
₹17.10
4.05%
NAV as on 01 Apr 26, 12:00 AM
risk
fund of funds gold
debt
NAV as on 01 Apr 26, 12:00 AM
risk
fund of funds gold
debt
60.77%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
63.78%p.a.
Since Inception
About Union Gold ETF FoF - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Union Gold ETF FoF - Growth scheme from Union Asset Management Company Pvt. Ltd. It is a Fund of Funds - Gold mutual fund scheme that predominantly invests in Fund of Funds - Gold stocks of companies. Launched on Feb 2025, Union Gold ETF FoF - Growth is Fund of Funds - Gold fund of its category with 173.37 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Fund of Funds - Gold funds.
- Union Gold ETF FoF - Growth delivered 60.8% annual returns during the last year. It has delivered 63.8% average annual returns since the fund was launched.
- Union Gold ETF FoF - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The investment objective of the Scheme is to generate long-term capital appreciation by investing in units of Union Gold ETF. However, there is no assurance that the investment objective of the Scheme will be achieved.
Top 4 Holdings
Repo
1.30%
Net Payables
-0.42%
Union Gold ETF-Growth
99.12%
Net Receivables
0.24%
Fund Managers
- Vinod Malviya (Feb 2025 - Present)
Key Information
View Scheme Document
Union Gold ETF FoF - Growth 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 Union Gold ETF FoF - 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 Union Gold ETF FoF - 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 Union Gold ETF FoF - 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
Frequently Asked Questions
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6.9%
Union Small Cap Fund Payout of Income Distribution cum capital withdrawal
very high risk | equity
0.0%
Union Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal
very high risk | equity
0.0%
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