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
₹738.04
-1.20%
NAV as on 18 Dec 24, 12:00 AM
very high risk
index funds
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
index funds
equity
11.78%p.a.
Last 1Y
12.54%p.a.
Last 3Y
14.49%p.a.
Last 5Y
15.01%p.a.
Since Inception
About HDFC BSE Sensex Index Fund for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC BSE Sensex Index Fund scheme from HDFC Asset Management Co Ltd. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Jul 2002, HDFC BSE Sensex Index Fund is Index Funds fund of its category with 7,812.82 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
- HDFC BSE Sensex Index Fund delivered 11.8% annual returns during the last year. It has delivered 15.0% average annual returns since the fund was launched.
- HDFC BSE Sensex Index Fund scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the S&P BSE SENSEX Index, subject to tracking errors.There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
HDFC Bank Ltd
14.74%
ICICI Bank Ltd
9.96%
Reliance Industries Ltd
9.51%
Infosys Ltd
7.30%
ITC Ltd
4.80%
Larsen & Toubro Ltd
4.73%
Bharti Airtel Ltd
4.73%
Tata Consultancy Services Ltd
4.71%
Axis Bank Ltd
3.52%
State Bank of India
3.50%
Fund Managers
- Arun Agarwal (Aug 2020 - Present)
- Nirman Morakhia (Feb 2023 - Present)
Key Information
View Scheme Document
HDFC BSE Sensex Index Fund SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on HDFC BSE Sensex Index Fund
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 BSE Sensex Index Fund?
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 BSE Sensex Index Fund
- 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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