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
₹119.06
-0.31%
NAV as on 05 Oct 24, 12:00 AM
moderate risk
medium to long duration
debt
NAV as on 05 Oct 24, 12:00 AM
moderate risk
medium to long duration
debt
9.26%p.a.
Last 1Y
5.63%p.a.
Last 3Y
6.75%p.a.
Last 5Y
8.95%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Income Fund Plan Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Medium to Long Duration mutual fund scheme that predominantly invests in Medium to Long Duration stocks of companies. Launched on Oct 1995, Aditya Birla Sun Life Income Fund Plan Growth is Medium to Long Duration fund of its category with 2,045.32 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Medium to Long Duration funds.
The objective of the scheme is to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach. This income may be complemented by price changes of instruments in the portfolio.
7.34% Govt Stock 2064
14.96%
7.18% Govt Stock 2037
14.72%
7.3% Govt Stock 2053
7.96%
7.18% Govt Stock 2033
6.38%
7.36 RJ Sgs 2034
2.97%
LIC Housing Finance Ltd
2.96%
Small Industries Development Bank Of India
2.92%
7.25% Govt Stock 2063
2.59%
Small Industries Development Bank Of India
2.58%
Small Industries Development Bank Of India
2.44%
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
moderate risk | debt
6.0%
moderate risk | debt
5.3%
moderate risk | debt
5.1%