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
₹722.89
0.29%
NAV as on 18 Dec 24, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
aggressive allocation
equity
21.71%p.a.
Last 1Y
17.06%p.a.
Last 3Y
18.72%p.a.
Last 5Y
15.34%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI Aggressive Hybrid Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Jan 1995, UTI Aggressive Hybrid Fund Plan Growth is Aggressive Allocation fund of its category with 6,107.34 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation 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 across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
HDFC Bank Ltd
6.89%
7.18% Govt Stock 2037
5.46%
ICICI Bank Ltd
5.15%
7.23% Govt Stock 2039
4.40%
Infosys Ltd
3.87%
7.1% Govt Stock 2034
3.43%
ITC Ltd
3.31%
Reliance Industries Ltd
2.16%
7.41% Govt Stock 2036
2.13%
7.32% Govt Stock 2030
2.02%
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 | hybrid (nc)
11.4%
very high risk | equity
19.4%
very high risk | hybrid (nc)
13.5%