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

INVEST VIA NRE/NRO

HDFC Hybrid Debt Fund Growth for NRI [77.86]

Min Investment

100

Fund Size

3,231.93 Cr

Expense Ratio

1.8%

Exit Load

1%

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

77.86

0.09%

NAV as on 14 Jul 24, 12:00 AM

moderately high risk

conservative allocation

debt

NAV as on 14 Jul 24, 12:00 AM

moderately high risk

conservative allocation

debt

16.46%p.a.

Last 1Y

11.08%p.a.

Last 3Y

10.84%p.a.

Last 5Y

10.46%p.a.

Since Inception

About HDFC Hybrid Debt Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC Hybrid Debt Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Dec 2003, HDFC Hybrid Debt Fund Growth is Conservative Allocation fund of its category with 3,231.93 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.

  • HDFC Hybrid Debt Fund Growth delivered 16.5% annual returns during the last year. It has delivered 10.5% average annual returns since the fund was launched.
  • HDFC Hybrid Debt 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

To generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

Sikka Ports & Terminals Limited

3.09%

HDFC Bank Limited

2.33%

Tata Capital Financial Services Limited

2.31%

6.68% Govt Stock 2031

2.27%

7.18% Govt Stock 2037

2.19%

ICICI Bank Ltd

2.19%

HDFC Bank Ltd

1.82%

National Highways Authority Of India

1.59%

Indian Railway Finance Corporation Limited

1.59%

State Bank of India

1.58%

Fund Managers

  1. Shobhit Mehrotra (Sep 2007 - Present)
  2. Srinivasan Ramamurthy (Dec 2021 - Present)
  3. Dhruv Muchhal (Jun 2023 - Present)

Key Information

View Scheme Document

HDFC Hybrid Debt 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 Hybrid Debt 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 Hybrid Debt 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 Hybrid Debt 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