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
₹13.68
-0.12%
NAV as on 03 Nov 24, 12:00 AM
moderately high risk
retirement
debt
NAV as on 03 Nov 24, 12:00 AM
moderately high risk
retirement
debt
12.64%p.a.
Last 1Y
8.48%p.a.
Last 3Y
0.00%p.a.
Last 5Y
8.76%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the SBI Retirement Benefit Fund - Conservative Plan Growth scheme from SBI Funds Management Ltd. It is a Retirement mutual fund scheme that predominantly invests in Retirement stocks of companies. Launched on Feb 2021, SBI Retirement Benefit Fund - Conservative Plan Growth is Retirement fund of its category with 179.38 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Retirement funds.
The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However, there can be no assurance that the investment objective of the Scheme will be realized.
7.25% Govt Stock 2063
20.30%
7.10%Goi 08/04/2034
14.26%
6.79 Goi 2034
7.00%
7.34% Govt Stock 2064
5.87%
Bharat Sanchar Nigam Limited
5.65%
Torrent Power Limited
2.89%
Rural Electrification Corporation Limited
2.86%
Sundaram Finance Limited
2.85%
7.25% State Government Of Maharashtra 2044
2.83%
Power Finance Corporation Ltd.
2.82%
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
9.0%
moderately high risk | hybrid (c)
6.9%
moderately high risk | debt
8.4%