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 9-12 Months Debt Index Fund -Growth for NRI [10.09]

Min Investment

₹100

Fund Size

₹756.55 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

₹10.09

-0.01%

NAV as on 17 Apr 26, 12:00 AM

low to moderate risk

low duration

debt

NAV as on 17 Apr 26, 12:00 AM

low to moderate risk

low duration

debt

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

0.90%p.a.

Since Inception

About HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund -Growth scheme from HDFC Asset Management Company Limited. It is a Low Duration mutual fund scheme that predominantly invests in Low Duration stocks of companies. Launched on Mar 2026, HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund -Growth is Low Duration fund of its category with 756.55 Cr fund under management as on Apr 2026. The expense ratio of this fund is less than that of most other Fund category Low Duration funds.

  • HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 0.9% average annual returns since the fund was launched.
  • HDFC CRISIL-IBX Financial Services 9-12 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 debt

Fund Objective

The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the CRISIL-IBX Financial Services 9-12 Months Debt Index, subject to tracking difference.

Top 10 Holdings

Repo

1.20%

Net Payables

-0.30%

Power Finance Corporation Ltd Bonds/Deb 7.60 20/02/2027

6.62%

LIC HOUSING FINANCE LIMITED TR 419 OPT II 6.65 LOA 15FB27 FVRS10LAC

3.28%

7.90% M&M FINANCIAL SERVICES LTD 30 AUG 2027

7.06%

REC LIMITED SR 230-A 7.71 BD 26FB27 FVRS1LAC

6.62%

BAJAJ FINANCE LIMITED 7.7951 NCD 10DC27 FVRS1LAC

2.64%

LIC HOUSING FINANCE LTD TR 453 7.73 NCD 18MR27 FVRS1LAC

3.31%

AXIS BANK LIMITED CD 14JAN27

7.50%

KOTAK MAHINDRA BANK LIMITED CD 29JAN27

6.24%

Fund Managers

  1. Anupam Joshi (Mar 2026 - Present)
  2. Praveen Jain (Mar 2026 - Present)

Key Information

View Scheme Document

HDFC CRISIL-IBX Financial Services 9-12 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 9-12 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 9-12 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 9-12 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

Explore Other HDFC Funds

Funds

3Y Return

HDFC Balanced Advantage Fund -Growth

very high risk | hybrid (nc)

16.5%

HDFC Balanced Advantage Fund Payout Inc Dist cum Cap Wdrl Opt

very high risk | hybrid (nc)

0.0%

HDFC Flexi Cap Fund -Growth

very high risk | equity

20.7%