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
₹172.05
-2.12%
NAV as on 03 Oct 24, 12:00 AM
very high risk
index funds
equity
NAV as on 03 Oct 24, 12:00 AM
very high risk
index funds
equity
32.33%p.a.
Last 1Y
14.68%p.a.
Last 3Y
18.74%p.a.
Last 5Y
12.38%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the UTI Nifty 50 Index Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Mar 2000, UTI Nifty 50 Index Fund Plan Growth is Index Funds fund of its category with 19,848.18 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by “passive” investment. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
HDFC Bank Ltd
11.01%
Reliance Industries Ltd
9.12%
ICICI Bank Ltd
7.72%
Infosys Ltd
6.27%
ITC Ltd
4.14%
Tata Consultancy Services Ltd
4.12%
Larsen & Toubro Ltd
3.87%
Bharti Airtel Ltd
3.80%
Axis Bank Ltd
2.98%
State Bank of India
2.79%
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
13.8%
very high risk | equity
13.8%
very high risk | equity
13.7%