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

INVEST VIA NRE/NRO

HDFC Flexi Cap Fund Growth for NRI [1848.69]

Min Investment

100

Fund Size

59,123.44 Cr

Expense Ratio

1.5%

Exit Load

1%

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

1848.69

0.34%

NAV as on 15 Jul 24, 12:00 AM

very high risk

flexi cap

equity

NAV as on 15 Jul 24, 12:00 AM

very high risk

flexi cap

equity

44.93%p.a.

Last 1Y

27.11%p.a.

Last 3Y

22.30%p.a.

Last 5Y

19.26%p.a.

Since Inception

About HDFC Flexi Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC Flexi Cap Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Jan 1995, HDFC Flexi Cap Fund Growth is Flexi Cap fund of its category with 59,123.44 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.

  • HDFC Flexi Cap Fund Growth delivered 44.9% annual returns during the last year. It has delivered 19.3% average annual returns since the fund was launched.
  • HDFC Flexi Cap 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 capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

HDFC Bank Ltd

9.83%

ICICI Bank Ltd

9.74%

Axis Bank Ltd

8.13%

Cipla Ltd

4.81%

HCL Technologies Ltd

4.44%

Bharti Airtel Ltd

4.40%

Kotak Mahindra Bank Ltd

4.27%

SBI Life Insurance Company Limited

4.04%

Infosys Ltd

3.26%

State Bank of India

2.87%

Fund Managers

  1. Roshi Jain (Jul 2022 - Present)
  2. Dhruv Muchhal (Jun 2023 - Present)

Key Information

View Scheme Document

HDFC Flexi Cap 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 Flexi Cap 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 Flexi Cap 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 Flexi Cap 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