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
₹14.57
2.42%
NAV as on 23 Nov 24, 12:00 AM
very high risk
index funds
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
index funds
equity
27.86%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
31.81%p.a.
Since Inception
About UTI BSE Housing Index Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI BSE Housing 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 Jun 2023, UTI BSE Housing Index Fund Growth is Index Funds fund of its category with 25.25 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.
- UTI BSE Housing Index Fund Growth delivered 27.9% annual returns during the last year. It has delivered 31.8% average annual returns since the fund was launched.
- UTI BSE Housing Index Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return 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
Top 10 Holdings
Dixon Technologies (India) Ltd
7.01%
Voltas Ltd
5.86%
Grasim Industries Ltd
5.65%
Asian Paints Ltd
5.20%
Godrej Properties Ltd
5.17%
UltraTech Cement Ltd
5.02%
DLF Ltd
4.91%
Ambuja Cements Ltd
4.86%
Polycab India Ltd
4.76%
Prestige Estates Projects Ltd
4.73%
Fund Managers
- Sharwan Kumar Goyal (Jun 2023 - Present)
- Ayush Jain (Jun 2023 - Present)
Key Information
View Scheme Document
UTI BSE Housing Index Fund Growth SIP Calculator
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
NRI Mutual Fund Tax on UTI BSE Housing Index Fund 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 BSE Housing Index Fund 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 BSE Housing Index Fund 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
Similar Funds
Funds
3Y Return
UTI Nifty 50 Index Fund Plan Growth
very high risk | equity
12.1%
HDFC Nifty 50 Index Fund
very high risk | equity
12.0%
ICICI Prudential Nifty 50 Index Plan Growth
very high risk | equity
11.9%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved