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

INVEST VIA NRE/NRO

HDFC Hybrid Equity Fund Growth for NRI [116.99]

Min Investment

100

Fund Size

24,068.32 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

116.99

-0.04%

NAV as on 08 Dec 24, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

NAV as on 08 Dec 24, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

18.68%p.a.

Last 1Y

14.75%p.a.

Last 3Y

16.58%p.a.

Last 5Y

15.53%p.a.

Since Inception

About HDFC Hybrid Equity Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC Hybrid Equity Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Sep 2000, HDFC Hybrid Equity Fund Growth is Aggressive Allocation fund of its category with 24,068.32 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • HDFC Hybrid Equity Fund Growth delivered 18.7% annual returns during the last year. It has delivered 15.5% average annual returns since the fund was launched.
  • HDFC Hybrid Equity Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid (nc)

Fund Objective

The investment objective of the Scheme is to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments. The Scheme will also invest in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

ICICI Bank Ltd

7.84%

HDFC Bank Ltd

6.81%

Larsen & Toubro Ltd

4.72%

Reliance Industries Ltd

4.07%

Bharti Airtel Ltd

4.02%

State Bank of India

3.82%

Infosys Ltd

3.81%

ITC Ltd

3.80%

Axis Bank Ltd

2.42%

7.09% Govt Stock 2054

2.10%

Fund Managers

  1. Chirag Setalvad (Apr 2007 - Present)
  2. Anupam Joshi (Oct 2022 - Present)
  3. Dhruv Muchhal (Jun 2023 - Present)

Key Information

View Scheme Document

HDFC Hybrid Equity 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 Hybrid Equity 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 Hybrid Equity 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 Hybrid Equity 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