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
₹86.37
0.07%
NAV as on 18 Dec 24, 12:00 AM
moderate risk
dynamic bond
debt
NAV as on 18 Dec 24, 12:00 AM
moderate risk
dynamic bond
debt
8.66%p.a.
Last 1Y
5.57%p.a.
Last 3Y
6.62%p.a.
Last 5Y
8.11%p.a.
Since Inception
About HDFC Dynamic Debt Plan - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Dynamic Debt Plan - Growth scheme from HDFC Asset Management Co Ltd. It is a Dynamic Bond mutual fund scheme that predominantly invests in Dynamic Bond stocks of companies. Launched on Apr 1997, HDFC Dynamic Debt Plan - Growth is Dynamic Bond fund of its category with 791.71 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Bond funds.
- HDFC Dynamic Debt Plan - Growth delivered 8.7% annual returns during the last year. It has delivered 8.1% average annual returns since the fund was launched.
- HDFC Dynamic Debt Plan - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To generate income / capital appreciation by investing in a range of debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
7.3% Govt Stock 2053
15.14%
7.18% Govt Stock 2033
12.95%
7.1% Govt Stock 2034
9.04%
7.26% Govt Stock 2032
8.77%
7.25% Govt Stock 2063
7.17%
7.26% Govt Stock 2033
6.50%
7.53% Govt Stock 2034
5.72%
7.34% Govt Stock 2064
4.63%
6.79% Govt Stock 2034
3.81%
Rec Limited
3.33%
Fund Managers
- Anil Bamboli (Feb 2004 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
Key Information
View Scheme Document
HDFC Dynamic Debt Plan - Growth SIP Calculator
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NRI Mutual Fund Tax on HDFC Dynamic Debt Plan - Growth
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 |
How can NRIs invest in HDFC Dynamic Debt Plan - 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 Dynamic Debt Plan - 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
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Frequently Asked Questions
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