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
₹11.81
0.02%
NAV as on 27 May 25, 12:00 AM
moderate risk
medium to long duration
debt
NAV as on 27 May 25, 12:00 AM
moderate risk
medium to long duration
debt
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.27%p.a.
Since Inception
About HDFC Income Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Income Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt scheme from HDFC Asset Management Company Limited. It is a Medium to Long Duration mutual fund scheme that predominantly invests in Medium to Long Duration stocks of companies. Launched on Sep 2000, HDFC Income Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt is Medium to Long Duration fund of its category with 862.48 Cr fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category Medium to Long Duration funds.
- HDFC Income Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt delivered 0.0% annual returns during the last year. It has delivered 6.3% average annual returns since the fund was launched.
- HDFC Income Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt 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 through investments in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
7.18% GOI MAT 240737
20.00%
7.41% GOI MAT 191236
11.97%
7.54% GOI MAT 230536
11.46%
7.23% GOI MAT 150439
8.89%
6.79% GOI MAT 071034
4.59%
TREPS - Tri-party Repo
4.05%
NTPC Ltd
2.95%
7.59% GOI MAT 071231
2.87%
Floating Rate GOI 2034
2.85%
Bajaj Housing Finance Ltd.
2.84%
Fund Managers
- Shobhit Mehrotra (Sep 2007 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
Key Information
View Scheme Document
HDFC Income Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt 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 Income Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt
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 Income Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt?
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 Income Fund Quarterly Payout of Income Distribution cum Capital Wdrl Opt
- 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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