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

INVEST VIA NRE/NRO

HDFC Focused 30 Fund Growth for NRI [221.55]

Min Investment

100

Fund Size

14,968.5 Cr

Expense Ratio

1.7%

Exit Load

1%

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

221.55

0.10%

NAV as on 08 Dec 24, 12:00 AM

very high risk

focused fund

equity

NAV as on 08 Dec 24, 12:00 AM

very high risk

focused fund

equity

32.06%p.a.

Last 1Y

26.36%p.a.

Last 3Y

23.92%p.a.

Last 5Y

16.50%p.a.

Since Inception

About HDFC Focused 30 Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC Focused 30 Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Sep 2004, HDFC Focused 30 Fund Growth is Focused Fund fund of its category with 14,968.5 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.

  • HDFC Focused 30 Fund Growth delivered 32.1% annual returns during the last year. It has delivered 16.5% average annual returns since the fund was launched.
  • HDFC Focused 30 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 long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

HDFC Bank Ltd

9.51%

ICICI Bank Ltd

9.50%

Axis Bank Ltd

8.52%

SBI Life Insurance Co Ltd

4.55%

Maruti Suzuki India Ltd

4.44%

Cipla Ltd

4.15%

Kotak Mahindra Bank Ltd

3.93%

HCL Technologies Ltd

3.78%

Bharti Airtel Ltd

3.77%

Piramal Pharma Ltd

3.77%

Fund Managers

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

Key Information

View Scheme Document

HDFC Focused 30 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 Focused 30 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 Focused 30 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 Focused 30 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