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
₹12.00
0.14%
NAV as on 18 Dec 24, 12:00 AM
very high risk
10 yr government bond
debt
NAV as on 18 Dec 24, 12:00 AM
very high risk
10 yr government bond
debt
9.04%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.99%p.a.
Since Inception
About UTI Gilt Fund with 10 year Constant Duration Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Gilt Fund with 10 year Constant Duration Growth scheme from UTI Asset Management Co Ltd. It is a 10 yr Government Bond mutual fund scheme that predominantly invests in 10 yr Government Bond stocks of companies. Launched on Aug 2022, UTI Gilt Fund with 10 year Constant Duration Growth is 10 yr Government Bond fund of its category with 167.36 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category 10 yr Government Bond funds.
- UTI Gilt Fund with 10 year Constant Duration Growth delivered 9.0% annual returns during the last year. It has delivered 8.0% average annual returns since the fund was launched.
- UTI Gilt Fund with 10 year Constant Duration 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 high liquidity by investing in a portfolio of government securities such that weighted average portfolio maturity is around 10 years. 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 5 Holdings
7.1% Govt Stock 2034
58.14%
7.18% Govt Stock 2037
19.73%
7.18% Govt Stock 2033
18.47%
7.23% Govt Stock 2039
0.62%
6.79% Govt Stock 2034
0.60%
Fund Managers
- Jaydeep Bhowal (Oct 2024 - Present)
Key Information
View Scheme Document
UTI Gilt Fund with 10 year Constant Duration Growth SIP Calculator
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NRI Mutual Fund Tax on UTI Gilt Fund with 10 year Constant Duration 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 with 10 year Constant Duration 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 with 10 year Constant Duration 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
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