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
₹598.56
0.84%
NAV as on 09 Oct 24, 12:00 AM
very high risk
flexi cap
equity
NAV as on 09 Oct 24, 12:00 AM
very high risk
flexi cap
equity
29.94%p.a.
Last 1Y
7.19%p.a.
Last 3Y
18.79%p.a.
Last 5Y
13.51%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI Flexi Cap Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on May 1992, UTI Flexi Cap Fund Plan Growth is Flexi Cap fund of its category with 27,706.23 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in a flexible manner across the market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
ICICI Bank Ltd
5.85%
HDFC Bank Ltd
5.79%
Bajaj Finance Ltd
4.91%
LTIMindtree Ltd
4.46%
Avenue Supermarts Ltd
3.79%
Infosys Ltd
3.62%
Zomato Ltd
3.60%
Info Edge (India) Ltd
3.53%
Kotak Mahindra Bank Ltd
3.35%
Trent Ltd
3.08%
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
very high risk | equity
16.6%
very high risk | equity
24.3%
very high risk | equity
15.5%