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
₹218.84
-0.74%
NAV as on 17 Dec 24, 12:00 AM
very high risk
focused fund
equity
NAV as on 17 Dec 24, 12:00 AM
very high risk
focused fund
equity
27.11%p.a.
Last 1Y
25.75%p.a.
Last 3Y
23.12%p.a.
Last 5Y
16.50%p.a.
Since Inception
About HDFC Focused 30 Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Focused 30 Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Sep 2004, HDFC Focused 30 Fund Growth is Focused Fund fund of its category with 15,520.74 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.
- HDFC Focused 30 Fund Growth delivered 27.1% annual returns during the last year. It has delivered 16.5% average annual returns since the fund was launched.
- HDFC Focused 30 Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
HDFC Bank Ltd
9.51%
ICICI Bank Ltd
9.50%
Axis Bank Ltd
8.52%
SBI Life Insurance Co Ltd
4.55%
Maruti Suzuki India Ltd
4.44%
Cipla Ltd
4.15%
Kotak Mahindra Bank Ltd
3.93%
HCL Technologies Ltd
3.78%
Bharti Airtel Ltd
3.77%
Piramal Pharma Ltd
3.77%
Fund Managers
- Roshi Jain (Jan 2022 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
Key Information
View Scheme Document
HDFC Focused 30 Fund Growth SIP Calculator
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
NRI Mutual Fund Tax on HDFC Focused 30 Fund 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 Focused 30 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 Focused 30 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
Similar Funds
Funds
3Y Return
SBI Focused Equity Fund Growth
very high risk | equity
11.1%
Axis Focused Fund Growth
very high risk | equity
6.5%
Franklin India Focused Equity Fund Growth
very high risk | equity
19.0%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved