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
₹341.76
-1.50%
NAV as on 21 Oct 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 21 Oct 24, 12:00 AM
very high risk
mid cap
equity
38.17%p.a.
Last 1Y
18.10%p.a.
Last 3Y
26.52%p.a.
Last 5Y
19.03%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI Mid Cap Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Apr 2004, UTI Mid Cap Fund Plan Growth is Mid-Cap fund of its category with 12,708.24 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Phoenix Mills Ltd
2.25%
Coforge Ltd
2.18%
Persistent Systems Ltd
2.15%
Alkem Laboratories Ltd
1.98%
Bharat Forge Ltd
1.93%
Tube Investments of India Ltd Ordinary Shares
1.91%
Ajanta Pharma Ltd
1.87%
Voltas Ltd
1.86%
Polycab India Ltd
1.85%
Supreme Industries Ltd
1.77%
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
26.3%
very high risk | equity
23.0%
very high risk | equity
25.5%