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
₹332.36
-1.01%
NAV as on 10 Nov 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 10 Nov 24, 12:00 AM
very high risk
mid cap
equity
32.76%p.a.
Last 1Y
15.76%p.a.
Last 3Y
25.32%p.a.
Last 5Y
18.56%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 11,894.38 Cr fund under management as on Nov 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.
Coforge Ltd
2.53%
Tube Investments of India Ltd Ordinary Shares
2.11%
Persistent Systems Ltd
2.04%
Alkem Laboratories Ltd
2.02%
Phoenix Mills Ltd
2.01%
Max Financial Services Ltd
1.94%
PB Fintech Ltd
1.93%
Bharat Forge Ltd
1.92%
Polycab India Ltd
1.89%
Ajanta Pharma Ltd
1.88%
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
25.4%
very high risk | equity
21.3%
very high risk | equity
23.3%