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
₹57.18
0.19%
NAV as on 04 Dec 24, 12:00 AM
moderately high risk
conservative allocation
debt
NAV as on 04 Dec 24, 12:00 AM
moderately high risk
conservative allocation
debt
14.95%p.a.
Last 1Y
10.12%p.a.
Last 3Y
11.57%p.a.
Last 5Y
8.61%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Debt Hybrid Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Dec 2003, Kotak Debt Hybrid Growth is Conservative Allocation fund of its category with 2,989.8 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
The investment objective of the Scheme is to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities, the Scheme will aim at generating regular returns, while enhancement of return is intended through investing in equity and equity related securities. The Scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI. There is no assurance that the investment objective of the Schemes will be realised.
7.18% Govt Stock 2037
18.54%
7.32% Govt Stock 2030
8.21%
7.25% Govt Stock 2063
7.57%
7.3% Govt Stock 2053
7.24%
7.02% Govt Stock 2031
5.74%
Bharti Telecom Limited 8.65%
4.19%
7.23% Govt Stock 2039
2.06%
7.17% Govt Stock 2030
1.95%
Infosys Ltd
1.75%
National Bank For Agriculture And Rural Development
1.67%
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
moderately high risk | debt
10.4%
moderately high risk | hybrid (c)
11.1%
moderately high risk | debt
9.1%