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
₹22.33
-1.97%
NAV as on 13 Nov 24, 12:00 AM
very high risk
index funds
equity
NAV as on 13 Nov 24, 12:00 AM
very high risk
index funds
equity
38.60%p.a.
Last 1Y
15.83%p.a.
Last 3Y
0.00%p.a.
Last 5Y
26.22%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI Nifty200 Momentum 30 Index Fund Growth scheme from UTI Asset Management Co Ltd. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Mar 2021, UTI Nifty200 Momentum 30 Index Fund Growth is Index Funds fund of its category with 8,120.78 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Trent Ltd
6.79%
Bharti Airtel Ltd
5.79%
NTPC Ltd
5.75%
Bajaj Auto Ltd
5.18%
Adani Ports & Special Economic Zone Ltd
4.80%
Mahindra & Mahindra Ltd
4.77%
Bharat Electronics Ltd
4.68%
Siemens Ltd
4.64%
Coal India Ltd
4.51%
Tata Motors Ltd
4.44%
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
10.1%
very high risk | equity
10.0%
very high risk | equity
10.0%