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
₹44.43
-0.14%
NAV as on 21 Nov 24, 12:00 AM
moderate risk
government bond
debt
NAV as on 21 Nov 24, 12:00 AM
moderate risk
government bond
debt
9.05%p.a.
Last 1Y
5.71%p.a.
Last 3Y
5.99%p.a.
Last 5Y
7.32%p.a.
Since Inception
About UTI Gilt Fund PF Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Gilt Fund PF Plan Growth scheme from UTI Asset Management Co Ltd. It is a Government Bond mutual fund scheme that predominantly invests in Government Bond stocks of companies. Launched on Sep 2003, UTI Gilt Fund PF Plan Growth is Government Bond fund of its category with 663.24 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Government Bond funds.
- UTI Gilt Fund PF Plan Growth delivered 9.1% annual returns during the last year. It has delivered 7.3% average annual returns since the fund was launched.
- UTI Gilt Fund PF 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 credit risk-free return through investment in sovereign securities issued by the Central Government and / or State Government and / or any security unconditionally guaranteed by the Central Government and / or State Government for repayment of principal and interest. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Top 8 Holdings
7.1% Govt Stock 2034
22.25%
7.34% Govt Stock 2064
18.11%
7.23% Govt Stock 2039
15.57%
7.18% Govt Stock 2037
12.36%
7.09% Govt Stock 2054
8.40%
7.04% Govt Stock 2029
7.62%
7.3% Govt Stock 2053
7.06%
7.46% Govt Stock 2073
4.81%
Fund Managers
- Sudhir Agarwal (Dec 2021 - Present)
Key Information
View Scheme Document
UTI Gilt Fund PF 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 Gilt Fund PF 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 Gilt Fund PF 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 Gilt Fund PF 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
ICICI Prudential Gilt Fund Growth
moderate risk | debt
6.1%
HDFC Gilt Fund Growth
moderate risk | gilt
5.4%
Aditya Birla Sun Life Government Securities Fund Plan Growth Payout
moderate risk | debt
5.7%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved