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
₹79.53
-0.43%
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
conservative allocation
debt
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
conservative allocation
debt
11.07%p.a.
Last 1Y
10.35%p.a.
Last 3Y
10.75%p.a.
Last 5Y
10.39%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 3,340.74 Cr fund under management as on Dec 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 11.1% annual returns during the last year. It has delivered 10.4% 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
7.23% Govt Stock 2039
3.10%
ICICI Bank Ltd
2.38%
7.3% Govt Stock 2053
2.34%
HDFC Bank Limited
2.29%
Sikka Ports & Terminals Limited
2.25%
6.68% Govt Stock 2031
2.23%
7.18% Govt Stock 2037
2.15%
7.34% Govt Stock 2064
2.04%
HDFC Bank Ltd
1.96%
National Highways Authority Of India
1.55%
Fund Managers
- Shobhit Mehrotra (Sep 2007 - Present)
- Srinivasan Ramamurthy (Dec 2021 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
Key Information
View Scheme Document
HDFC Hybrid Debt Fund Growth SIP Calculator
If invested
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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 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 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
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Frequently Asked Questions
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