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
₹11.50
-0.01%
NAV as on 23 Nov 24, 12:00 AM
moderate risk
long duration
debt
NAV as on 23 Nov 24, 12:00 AM
moderate risk
long duration
debt
10.43%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
9.23%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI Long Duration Fund Growth scheme from UTI Asset Management Co Ltd. It is a Long Duration mutual fund scheme that predominantly invests in Long Duration stocks of companies. Launched on Mar 2023, UTI Long Duration Fund Growth is Long Duration fund of its category with 115.52 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Long Duration funds.
The scheme aims to generate optimal returns with adequate liquidity by investing in a portfolio of debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
7.34% Govt Stock 2064
86.85%
7.23% Govt Stock 2039
9.46%
7.25% Govt Stock 2063
1.20%
CORPORATE DEBT MARKET DEVT FUND - A2 UNITS
0.20%
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
moderate risk | debt
6.5%
moderate risk | debt
0.0%
moderate risk | bond
5.4%