NRI from all over the world (including 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
₹70.37
0.00%
NAV as on 18 Dec 24, 12:00 AM
moderate risk
medium to long duration
debt
NAV as on 18 Dec 24, 12:00 AM
moderate risk
medium to long duration
debt
8.39%p.a.
Last 1Y
8.15%p.a.
Last 3Y
7.05%p.a.
Last 5Y
7.60%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI Medium to Long Duration Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Medium to Long Duration mutual fund scheme that predominantly invests in Medium to Long Duration stocks of companies. Launched on May 1998, UTI Medium to Long Duration Fund Plan Growth is Medium to Long Duration fund of its category with 314.19 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Medium to Long Duration funds.
The investment objective of the scheme is to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Government Of India 6.92%
55.97%
LIC Housing Finance Limited
8.04%
Hdb Financial Services Ltd.
7.89%
Jamnagar Utilities And Power Private Limited
6.42%
Cholamandalam Investment And Finance Company Limited
4.79%
Aditya Birla Renewables Limited
4.78%
INDIA UNIVERSAL TRUST AL1
4.74%
07.78 RJ Sdl 2033
1.65%
07.74 MH Sgs 2033
1.65%
Mankind Pharma Ltd
1.60%
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
6.4%
moderate risk | debt
5.7%
moderate risk | debt
5.5%