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
₹3375.68
0.03%
NAV as on 09 Nov 24, 12:00 AM
moderate risk
low duration
debt
NAV as on 09 Nov 24, 12:00 AM
moderate risk
low duration
debt
7.73%p.a.
Last 1Y
6.24%p.a.
Last 3Y
7.08%p.a.
Last 5Y
7.18%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI - Low Duration Fund - Plan - Growth Option scheme from UTI Asset Management Co Ltd. It is a Low Duration mutual fund scheme that predominantly invests in Low Duration stocks of companies. Launched on Apr 2007, UTI - Low Duration Fund - Plan - Growth Option is Low Duration fund of its category with 2,706.92 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Low Duration funds.
The investment objective is to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Bajaj Housing Finance Limited
3.69%
National Bank For Agriculture And Rural Development
2.96%
National Bank For Agriculture And Rural Development
2.94%
Rural Electrification Corporation Limited
2.22%
08.05 GJ Sdl 2025
2.22%
Nirma Limited
2.21%
Small Industries Development Bank Of India
2.20%
National Bank For Agriculture And Rural Development
2.20%
INDIA UNIVERSAL TRUST AL1
2.11%
Fullerton India Credit Company Ltd
1.92%
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
moderate risk | debt
5.9%
moderate risk | debt
5.8%