NRI from all over the world (excluding 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
₹64.18
0.07%
NAV as on 10 Feb 26, 12:00 AM
moderate risk
gilt
debt
NAV as on 10 Feb 26, 12:00 AM
moderate risk
gilt
debt
7.28%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.85%p.a.
Since Inception
About UTI Nifty 5 yr Benchmark G-Sec ETF - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Nifty 5 yr Benchmark G-Sec ETF - Growth scheme from UTI Asset Management Company Private Limited. It is a Gilt mutual fund scheme that predominantly invests in Gilt stocks of companies. Launched on Jan 2024, UTI Nifty 5 yr Benchmark G-Sec ETF - Growth is Gilt fund of its category with 25.25 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Gilt funds.
- UTI Nifty 5 yr Benchmark G-Sec ETF - Growth delivered 7.3% annual returns during the last year. It has delivered 7.8% average annual returns since the fund was launched.
- UTI Nifty 5 yr Benchmark G-Sec ETF - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The scheme seeks to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking error.
Top 3 Holdings
Net Current Assets
0.31%
GOVERNMENT OF INDIA 35368 GOI 23DC29 6.75 FV RS 100
98.83%
GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100
99.69%
Fund Managers
- Jaydeep Bhowal (Jan 2024 - Present)
Key Information
View Scheme Document
UTI Nifty 5 yr Benchmark G-Sec ETF - Growth SIP Calculator
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NRI Mutual Fund Tax on UTI Nifty 5 yr Benchmark G-Sec ETF - Growth
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 |
How can NRIs invest in UTI Nifty 5 yr Benchmark G-Sec ETF - Growth?
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:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Nifty 5 yr Benchmark G-Sec ETF - Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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