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
₹111.97
0.19%
NAV as on 19 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
NAV as on 19 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
18.32%p.a.
Last 1Y
11.79%p.a.
Last 3Y
15.46%p.a.
Last 5Y
15.55%p.a.
Since Inception
About HDFC Hybrid Equity Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Hybrid Equity Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Sep 2000, HDFC Hybrid Equity Fund Growth is Aggressive Allocation fund of its category with 24,068.32 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- HDFC Hybrid Equity Fund Growth delivered 18.3% annual returns during the last year. It has delivered 15.6% average annual returns since the fund was launched.
- HDFC Hybrid Equity 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
The investment objective of the Scheme is to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments. The Scheme will also invest in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
ICICI Bank Ltd
7.84%
HDFC Bank Ltd
6.81%
Larsen & Toubro Ltd
4.72%
Reliance Industries Ltd
4.07%
Bharti Airtel Ltd
4.02%
State Bank of India
3.82%
Infosys Ltd
3.81%
ITC Ltd
3.80%
Axis Bank Ltd
2.42%
7.09% Govt Stock 2054
2.10%
Fund Managers
- Chirag Setalvad (Apr 2007 - Present)
- Anupam Joshi (Oct 2022 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
Key Information
View Scheme Document
HDFC Hybrid Equity Fund Growth SIP Calculator
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NRI Mutual Fund Tax on HDFC Hybrid Equity 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 Equity 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 Equity 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
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3Y Return
SBI Equity Hybrid Fund Growth
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9.7%
ICICI Prudential Equity & Debt Fund Growth
very high risk | equity
17.9%
Canara Robeco Equity Hybrid Fund Growth
very high risk | hybrid (nc)
11.3%
Frequently Asked Questions
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