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
₹29.46
0.04%
NAV as on 19 Nov 24, 12:00 AM
moderate risk
dynamic bond
debt
NAV as on 19 Nov 24, 12:00 AM
moderate risk
dynamic bond
debt
8.70%p.a.
Last 1Y
7.96%p.a.
Last 3Y
8.21%p.a.
Last 5Y
7.79%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 560.42 Cr fund under management as on Nov 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 8.7% 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
7.18% Govt Stock 2037
10.97%
7.04% Govt Stock 2029
9.01%
7.1% Govt Stock 2034
7.26%
National Bank For Agriculture And Rural Development
7.17%
Small Industries Development Bank Of India
7.17%
Rural Electrification Corporation Limited
7.16%
7.09% Govt Stock 2054
5.42%
7.37% Govt Stock 2028
4.55%
Power Finance Corporation Ltd.
4.55%
7.3% Govt Stock 2053
3.71%
Fund Managers
- Sudhir Agarwal (Dec 2021 - Present)
Key Information
View Scheme Document
UTI Dynamic Bond Fund Plan Growth SIP Calculator
If invested
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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 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 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
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Frequently Asked Questions
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