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
₹147.97
-3.24%
NAV as on 05 Feb 26, 12:00 AM
risk
etf
open-ended
NAV as on 05 Feb 26, 12:00 AM
risk
etf
open-ended
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
72.35%p.a.
Since Inception
About Union Gold ETF-Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Union Gold ETF-Growth scheme from Union Asset Management Company Pvt. Ltd. It is a ETF mutual fund scheme that predominantly invests in ETF stocks of companies. Launched on Feb 2025, Union Gold ETF-Growth is ETF fund of its category with 201.02 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category ETF funds.
- Union Gold ETF-Growth delivered 0.0% annual returns during the last year. It has delivered 72.3% average annual returns since the fund was launched.
- Union Gold ETF-Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in open-ended
Fund Objective
The investment objective of the scheme is to generate returns corresponding to the domestic prices of physical gold before expenses, by investing in physical gold, subject to tracking error. However, there is no assurance that the Investment Objective of the scheme will be achieved
Top 3 Holdings
Repo
0.47%
Net Receivables
1.87%
Others Gold
97.66%
Fund Managers
- Vinod Malviya (Feb 2025 - Present)
Key Information
View Scheme Document
Union Gold ETF-Growth SIP Calculator
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
NRI Mutual Fund Tax on Union Gold ETF-Growth
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 |
How can NRIs invest in Union Gold ETF-Growth?
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:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Union Gold ETF-Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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3Y Return
Union Small Cap Fund Payout of Income Distribution cum capital withdrawal
very high risk | equity
0.0%
Union Small Cap Fund Reinvestment of Income Distribution cum capital withdrawal
very high risk | equity
0.0%
Union Liquid Fund-Growth
low to moderate risk | liquid
7.0%
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