NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

HDFC Infrastructure Fund Growth for NRI [45.62]

Min Investment

100

Fund Size

2,515.87 Cr

Expense Ratio

2.0%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

45.62

0.04%

NAV as on 17 Nov 24, 12:00 AM

very high risk

equity infrastructure

equity

NAV as on 17 Nov 24, 12:00 AM

very high risk

equity infrastructure

equity

36.50%p.a.

Last 1Y

28.73%p.a.

Last 3Y

24.43%p.a.

Last 5Y

0.00%p.a.

Since Inception

About HDFC Infrastructure Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC Infrastructure Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Equity - Infrastructure mutual fund scheme that predominantly invests in Equity - Infrastructure stocks of companies. Launched on Mar 2008, HDFC Infrastructure Fund Growth is Equity - Infrastructure fund of its category with 2,515.87 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Infrastructure funds.

  • HDFC Infrastructure Fund Growth delivered 36.5% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
  • HDFC Infrastructure Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

To seek long-term capital appreciation/income by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from the growth and development of infrastructure. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

ICICI Bank Ltd

6.68%

HDFC Bank Ltd

4.83%

Larsen & Toubro Ltd

4.75%

J Kumar Infraprojects Ltd

4.73%

Kalpataru Projects International Ltd

3.55%

NTPC Ltd

3.38%

Coal India Ltd

3.05%

G R Infraprojects Ltd

3.03%

Reliance Industries Ltd

2.65%

Bharti Airtel Ltd

2.56%

Fund Managers

  1. Srinivasan Ramamurthy (Jan 2024 - Present)
  2. Dhruv Muchhal (Jun 2023 - Present)

Key Information

View Scheme Document

HDFC Infrastructure Fund Growth SIP Calculator

If invested

5,000

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 Infrastructure Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in HDFC Infrastructure 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 Infrastructure 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

Frequently Asked Questions