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

INVEST VIA NRE/NRO

HDFC Equity Savings Fund -Growth for NRI [67.81]

Min Investment

₹100

Fund Size

₹5,837.76 Cr

Expense Ratio

1.9%

Exit Load

1%

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

₹67.81

-0.41%

NAV as on 13 Feb 26, 12:00 AM

moderately high risk

equity savings

hybrid (nc)

NAV as on 13 Feb 26, 12:00 AM

moderately high risk

equity savings

hybrid (nc)

8.29%p.a.

Last 1Y

10.39%p.a.

Last 3Y

9.59%p.a.

Last 5Y

9.35%p.a.

Since Inception

About HDFC Equity Savings Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC Equity Savings Fund -Growth scheme from HDFC Asset Management Company Limited. It is a Equity Savings mutual fund scheme that predominantly invests in Equity Savings stocks of companies. Launched on Sep 2004, HDFC Equity Savings Fund -Growth is Equity Savings fund of its category with 5,837.76 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Equity Savings funds.

  • HDFC Equity Savings Fund -Growth delivered 8.3% annual returns during the last year. It has delivered 9.3% average annual returns since the fund was launched.
  • HDFC Equity Savings 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

To provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

Repo

7.87%

Net Current Assets

0.14%

ITC Hotels Ltd

0.03%

Cash Margin

30.17%

Embassy Office Parks REIT

0.66%

Brookfield India Real Estate Trust REIT

0.79%

INVIT POWERGRID INFRASTRUCTURE INVESTMENT TRUST

0.71%

CENTRAL GOVERNMENT LOAN 30814 GOI FRB 04OT28 FV RS 100

0.09%

HDFC ERGO GENERAL INSURANCE COMPANY LIMITED 7.10 NCD 09NV31 FVRS10LAC

0.42%

CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100

0.09%

Fund Managers

  1. Anil Bamboli (Aug 2004 - Present)
  2. Arun Agarwal (Aug 2020 - Present)
  3. Srinivasan Ramamurthy (Dec 2021 - Present)
  4. Dhruv Muchhal (Jun 2023 - Present)
  5. Nandita Menezes (Mar 2025 - Present)

Key Information

View Scheme Document

HDFC Equity Savings 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 Equity Savings 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 Equity Savings 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 Equity Savings 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

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Frequently Asked Questions

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