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
₹16.38
0.05%
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
credit risk
debt
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
credit risk
debt
7.92%p.a.
Last 1Y
6.10%p.a.
Last 3Y
0.90%p.a.
Last 5Y
4.16%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI Credit Risk Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Credit Risk mutual fund scheme that predominantly invests in Credit Risk stocks of companies. Launched on Nov 2012, UTI Credit Risk Fund Plan Growth is Credit Risk fund of its category with 313.43 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Credit Risk funds.
The investment objective of the scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds). However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
7.1% Govt Stock 2034
9.95%
Piramal Capital & Housing Finance Limited
7.66%
Century Textiles And Industried Limited
7.65%
Aadhar Housing Finance Ltd.
6.44%
TATA Projects Limited
6.38%
Godrej Industries Limited
6.35%
TVS Credit Services Limited
4.83%
Nirma Limited
4.79%
G R Infraprojects Limited
4.78%
7.18% Govt Stock 2033
4.42%
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
moderately high risk | debt
8.6%
moderately high risk | debt
5.5%
moderately high risk | debt
6.3%