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
₹176.90
0.21%
NAV as on 18 Dec 24, 12:00 AM
very high risk
dividend yield
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
dividend yield
equity
27.14%p.a.
Last 1Y
17.78%p.a.
Last 3Y
21.52%p.a.
Last 5Y
15.85%p.a.
Since Inception
About UTI Dividend Yield Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Dividend Yield Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Dividend Yield mutual fund scheme that predominantly invests in Dividend Yield stocks of companies. Launched on May 2005, UTI Dividend Yield Fund Plan Growth is Dividend Yield fund of its category with 4,203.16 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Dividend Yield funds.
- UTI Dividend Yield Fund Plan Growth delivered 27.1% annual returns during the last year. It has delivered 15.8% average annual returns since the fund was launched.
- UTI Dividend Yield Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The objective of the scheme is to generate long term capital appreciation and income by investing predominantly in dividend yielding equity and equity related securities.
Top 10 Holdings
HDFC Bank Ltd
7.91%
Infosys Ltd
4.20%
Tech Mahindra Ltd
3.97%
Mahindra & Mahindra Ltd
2.82%
ICICI Bank Ltd
2.78%
Tata Consultancy Services Ltd
2.74%
ITC Ltd
2.72%
Kotak Mahindra Bank Ltd
2.52%
State Bank of India
2.40%
NTPC Ltd
2.34%
Fund Managers
- Amit Premchandani (Nov 2022 - Present)
Key Information
View Scheme Document
UTI Dividend Yield Fund Plan 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 UTI Dividend Yield Fund Plan 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 UTI Dividend Yield Fund Plan 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 UTI Dividend Yield Fund Plan 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
Similar Funds
Funds
3Y Return
SBI Dividend Yield Fund Growth
very high risk | equity
0.0%
HDFC Dividend Yield Fund Growth
very high risk | equity
20.4%
ICICI Prudential Dividend Yield Equity Fund Growth
very high risk | equity
23.5%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved