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

INVEST VIA NRE/NRO

HDFC Liquid Fund Growth for NRI [4910.36]

Min Investment

100

Fund Size

67,330.71 Cr

Expense Ratio

0.3%

Exit Load

0.007%

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

4910.36

0.02%

NAV as on 17 Nov 24, 12:00 AM

low to moderate risk

liquid

liquid

NAV as on 17 Nov 24, 12:00 AM

low to moderate risk

liquid

liquid

7.36%p.a.

Last 1Y

6.20%p.a.

Last 3Y

5.22%p.a.

Last 5Y

6.83%p.a.

Since Inception

About HDFC Liquid Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC Liquid Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Liquid mutual fund scheme that predominantly invests in Liquid stocks of companies. Launched on Oct 2000, HDFC Liquid Fund Growth is Liquid fund of its category with 67,330.71 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Liquid funds.

  • HDFC Liquid Fund Growth delivered 7.4% annual returns during the last year. It has delivered 6.8% average annual returns since the fund was launched.
  • HDFC Liquid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in liquid

Fund Objective

To generate income through a portfolio comprising money market and debt instruments. There is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

Punjab National Bank^

9.86%

Bank Of Baroda^

7.51%

State Bank Of India^

7.36%

Small Industries Development Bank^

6.61%

6.18% Govt Stock 2024

6.13%

Canara Bank^

4.23%

Reliance Jio Infocomm Ltd.^

4.14%

Axis Bank Ltd.^

3.38%

Net Current Assets

3.38%

91 DTB 03012025

3.30%

Fund Managers

  1. Anupam Joshi (Oct 2015 - Present)
  2. Swapnil Jangam (Oct 2022 - Present)
  3. Dhruv Muchhal (Jun 2023 - Present)

Key Information

View Scheme Document

HDFC Liquid 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 Liquid 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 Liquid 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 Liquid 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