NRI from all over the world (including U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

UTI - Liquid Plan - Growth Option for NRI [3970.68]

Min Investment

500

Fund Size

23,329.86 Cr

Expense Ratio

0.3%

Exit Load

0.007%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

3970.68

0.02%

NAV as on 26 May 24, 12:00 AM

moderate risk

liquid

liquid

NAV as on 26 May 24, 12:00 AM

moderate risk

liquid

liquid

7.23%p.a.

Last 1Y

5.63%p.a.

Last 3Y

5.19%p.a.

Last 5Y

6.85%p.a.

Since Inception

About UTI - Liquid Plan - Growth Option for NRIs

NRIs can achieve long-term capital appreciation by investing in the UTI - Liquid Plan - Growth Option scheme from UTI Asset Management Co Ltd. It is a Liquid mutual fund scheme that predominantly invests in Liquid stocks of companies. Launched on Dec 2003, UTI - Liquid Plan - Growth Option is Liquid fund of its category with 23,329.86 Cr fund under management as on May 2024. The expense ratio of this fund is less than that of most other Fund category Liquid funds.

  • UTI - Liquid Plan - Growth Option delivered 7.2% annual returns during the last year. It has delivered 6.8% average annual returns since the fund was launched.
  • UTI - Liquid Plan - Growth Option scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in liquid

Fund Objective

The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Top 10 Holdings

6.69% Govt Stock 2024

7.16%

India (Republic of)

6.10%

India (Republic of)

4.23%

Small Industries Development Bank of India

3.90%

Small Industries Development Bank Of India

3.87%

National Bank for Agriculture and Rural Development

2.92%

Canara Bank

2.73%

Net Current Assets

2.23%

HDFC Bank Limited

1.95%

Kotak Securities Ltd

1.95%

Fund Managers

  1. Amit Sharma (Jul 2017 - Present)

Key Information

View Scheme Document

UTI - Liquid Plan - Growth Option SIP Calculator

If invested

5,000

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 UTI - Liquid Plan - Growth Option

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in UTI - Liquid Plan - Growth Option?

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 UTI - Liquid Plan - Growth Option
  • 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