NRI from all over the world (excluding 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
₹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
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.
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.
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%
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 | hybrid (nc)
12.4%
very high risk | equity
20.9%
very high risk | hybrid (nc)
14.3%