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

INVEST VIA NRE/NRO

HDFC Long Duration Debt Fund Growth for NRI [11.88]

Min Investment

100

Fund Size

5,483.07 Cr

Expense Ratio

0.7%

Exit Load

0%

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

11.88

0.08%

NAV as on 18 Dec 24, 12:00 AM

moderate risk

long duration

debt

NAV as on 18 Dec 24, 12:00 AM

moderate risk

long duration

debt

11.36%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

9.25%p.a.

Since Inception

About HDFC Long Duration Debt Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC Long Duration Debt Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Long Duration mutual fund scheme that predominantly invests in Long Duration stocks of companies. Launched on Jan 2023, HDFC Long Duration Debt Fund Growth is Long Duration fund of its category with 5,483.07 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Long Duration funds.

  • HDFC Long Duration Debt Fund Growth delivered 11.4% annual returns during the last year. It has delivered 9.3% average annual returns since the fund was launched.
  • HDFC Long Duration Debt Fund Growth 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

7.3% Govt Stock 2053

33.51%

7.09% Govt Stock 2054

19.85%

7.36% Govt Stock 2052

15.15%

7.25% Govt Stock 2063

10.90%

7.34% Govt Stock 2064

6.78%

6.99% Govt Stock 2051

4.02%

7.23% Govt Stock 2039

1.84%

6.67% Govt Stock 2050

1.38%

7.16% Govt Stock 2050

1.37%

6.62% Govt Stock 2051

0.94%

Fund Managers

  1. Shobhit Mehrotra (Jan 2023 - Present)
  2. Dhruv Muchhal (Jun 2023 - Present)

Key Information

View Scheme Document

HDFC Long Duration Debt 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 Long Duration Debt 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 Long Duration Debt 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 Long Duration Debt 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