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
₹30.89
-0.29%
NAV as on 05 Oct 24, 12:00 AM
moderately high risk
retirement
hybrid (c)
NAV as on 05 Oct 24, 12:00 AM
moderately high risk
retirement
hybrid (c)
14.80%p.a.
Last 1Y
7.39%p.a.
Last 3Y
8.71%p.a.
Last 5Y
9.19%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Tata Retirement Savings Conservative Fund Growth scheme from Tata Asset Management Limited. It is a Retirement mutual fund scheme that predominantly invests in Retirement stocks of companies. Launched on Nov 2011, Tata Retirement Savings Conservative Fund Growth is Retirement fund of its category with 177.52 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.
To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.
7.17% Govt Stock 2030
8.61%
7.38% Govt Stock 2027
8.59%
7.36% Govt Stock 2052
5.93%
7.27% Govt Stock 2026
5.68%
Power Finance Corporation Limited
5.63%
Jamnagar Utilities & Power Private Limited
5.48%
8.24% Govt Stock 2027
2.91%
8.2% Govt Stock 2025
2.86%
Bharti Telecom Limited
2.82%
08.44 MH Sdl 2024
1.98%
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
8.8%
moderately high risk | debt
8.7%
moderately high risk | debt
7.8%