NRI from all over the world (including U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

UTI Dynamic Bond Fund Plan Growth for NRI [29.70]

Min Investment

500

Fund Size

521.36 Cr

Expense Ratio

1.5%

Exit Load

0%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

29.70

-0.05%

NAV as on 18 Dec 24, 12:00 AM

moderate risk

dynamic bond

debt

NAV as on 18 Dec 24, 12:00 AM

moderate risk

dynamic bond

debt

8.59%p.a.

Last 1Y

8.23%p.a.

Last 3Y

8.30%p.a.

Last 5Y

7.78%p.a.

Since Inception

About UTI Dynamic Bond Fund Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the UTI Dynamic Bond Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Dynamic Bond mutual fund scheme that predominantly invests in Dynamic Bond stocks of companies. Launched on Jun 2010, UTI Dynamic Bond Fund Plan Growth is Dynamic Bond fund of its category with 521.36 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Bond funds.

  • UTI Dynamic Bond Fund Plan Growth delivered 8.6% annual returns during the last year. It has delivered 7.8% average annual returns since the fund was launched.
  • UTI Dynamic Bond Fund Plan 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 optimal returns with adequate liquidity through active management of the portfolio, by investing in debt and money market instruments across duration. However, there can be no assurance that the investment objective of the scheme will be realized. The Scheme does not guarantee / indicate any returns.

Top 10 Holdings

Government Of India 6.92%

21.26%

7.09% Govt Stock 2054

19.47%

National Bank For Agriculture And Rural Development

7.70%

Small Industries Development Bank Of India

7.70%

Rural Electrification Corporation Limited

7.69%

7.23% Govt Stock 2039

5.96%

Power Finance Corporation Ltd.

4.91%

7.3% Govt Stock 2053

4.00%

7.46% Govt Stock 2073

3.06%

7.1% Govt Stock 2034

2.94%

Fund Managers

  1. Sudhir Agarwal (Dec 2021 - Present)

Key Information

View Scheme Document

UTI Dynamic Bond Fund Plan Growth SIP Calculator

If invested

5,000

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 Dynamic Bond Fund Plan Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in UTI Dynamic Bond 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 Dynamic Bond 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

Frequently Asked Questions