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
₹15.23
0.92%
NAV as on 10 Jul 26, 12:00 AM
very high risk
aggressive hybrid
hybrid
NAV as on 10 Jul 26, 12:00 AM
very high risk
aggressive hybrid
hybrid
-4.90%p.a.
Last 1Y
7.16%p.a.
Last 3Y
9.21%p.a.
Last 5Y
14.46%p.a.
Since Inception
About HDFC Hybrid Equity Fund -IDCW Quarterly for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Hybrid Equity Fund -IDCW Quarterly scheme from HDFC Asset Management Company Limited. It is a Aggressive Hybrid mutual fund scheme that predominantly invests in Aggressive Hybrid stocks of companies. Launched on Apr 2005, HDFC Hybrid Equity Fund -IDCW Quarterly is Aggressive Hybrid fund of its category with 21,910.19 Cr fund under management as on Jul 2026. The expense ratio of this fund is less than that of most other Fund category Aggressive Hybrid funds.
- HDFC Hybrid Equity Fund -IDCW Quarterly delivered -4.9% annual returns during the last year. It has delivered 14.5% average annual returns since the fund was launched.
- HDFC Hybrid Equity Fund -IDCW Quarterly scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid
Fund Objective
The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
Top 10 Holdings
Repo
0.51%
Net Current Assets
0.79%
HDFC Nifty ETF-Dividend
1.56%
GOI 8.13 22/06/2045
0.07%
CENTRAL GOVERNMENT LOAN 23277 GOI 22SP33 FLT FV RS 100
0.07%
Brookfield India Real Estate Trust REIT
0.73%
INVIT POWERGRID INFRASTRUCTURE INVESTMENT TRUST
0.25%
NUCLEAR POWER CORPORATION OF INDIA LIMITED SR XXXVII 7.55 BD 23DC32 FVRS10LAC
0.11%
KOTAK MAHINDRA PRIME LIMITED 7.90 NCD 13JN26 FVRS1LAC
0.21%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23 G 7.57 LOA 19MR26 FVRS1LAC
0.31%
Fund Managers
- Dhruv Muchhal (Jun 2023 - Present)
- Anupam Joshi (Oct 2022 - Present)
- Srinivasan Ramamurthy (Jul 2025 - Present)
Key Information
View Scheme Document
HDFC Hybrid Equity Fund -IDCW Quarterly SIP Calculator
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NRI Mutual Fund Tax on HDFC Hybrid Equity Fund -IDCW Quarterly
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 -IDCW Quarterly?
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 -IDCW Quarterly
- 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
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