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
₹377.13
1.88%
NAV as on 03 Nov 24, 12:00 AM
very high risk
sector healthcare
equity
NAV as on 03 Nov 24, 12:00 AM
very high risk
sector healthcare
equity
59.27%p.a.
Last 1Y
20.50%p.a.
Last 3Y
28.17%p.a.
Last 5Y
15.40%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI Healthcare Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Sector - Healthcare mutual fund scheme that predominantly invests in Sector - Healthcare stocks of companies. Launched on Jun 1999, UTI Healthcare Fund Plan Growth is Sector - Healthcare fund of its category with 1,201.38 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Healthcare funds.
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Sun Pharmaceuticals Industries Ltd
11.79%
Cipla Ltd
6.20%
Ajanta Pharma Ltd
5.33%
Dr Reddy's Laboratories Ltd
4.89%
Apollo Hospitals Enterprise Ltd
3.88%
Glenmark Pharmaceuticals Ltd
3.49%
Procter & Gamble Health Ltd
3.34%
Fortis Healthcare Ltd
3.25%
Eris Lifesciences Ltd Registered Shs
3.05%
Aurobindo Pharma Ltd
3.04%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
19.3%
very high risk | equity
23.5%
very high risk | equity
24.1%