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

INVEST VIA NRE/NRO

HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth for NRI [10.48]

Min Investment

100

Fund Size

902.63 Cr

Expense Ratio

0.3%

Exit Load

%

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

10.48

0.05%

NAV as on 04 Feb 26, 12:00 AM

risk

low duration fund

equity

NAV as on 04 Feb 26, 12:00 AM

risk

low duration fund

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

4.84%p.a.

Since Inception

About HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth scheme from HDFC Asset Management Company Limited. It is a Low Duration Fund mutual fund scheme that predominantly invests in Low Duration Fund stocks of companies. Launched on May 2025, HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth is Low Duration Fund fund of its category with 902.63 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Low Duration Fund funds.

  • HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 4.8% average annual returns since the fund was launched.
  • HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

To generate returns that are commensurate (before fees and expenses) with the performance of the CRISIL-IBX Financial Services 3-6 Months Debt Index, subject to tracking difference.

Top 10 Holdings

Repo

15.06%

Net Payables

-23.27%

Export-Import Bank Of India SR-S-08 Bonds 8.18 07/12/2025

5.44%

POWER FINANCE CORPORATION LTD. SR 208 6.50 BD 17SP25 FVRS10LAC

1.59%

REC LIMITED SR 204B 5.81 BD 31DC25 FVRS10LAC

6.11%

NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23D 7.20 LOA 23SP25 FVRS10LAC

7.96%

SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VI 7.75 NCD 27OT25 FVRS10LAC

5.43%

BAJAJ FINANCE LIMITED 7.90 SR 286 TR 9 LOA 17NV25 FVRS10LAC

8.69%

TATA CAPITAL FINANCIAL SERVICES LIMITED SR K OP II 7.89 NCD 18NV25 FVRS10LAC

6.51%

LIC HOUSING FINANCE LIMITED TR 428 7.82 LOA 28NV25 FVRS10LAC

5.43%

Fund Managers

  1. Anupam Joshi (Apr 2025 - Present)

Key Information

View Scheme Document

HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth 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 HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth

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 HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -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 HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -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