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
₹11.67
0.00%
NAV as on 05 Sep 24, 12:00 AM
moderate risk
long duration
debt
NAV as on 05 Sep 24, 12:00 AM
moderate risk
long duration
debt
11.10%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
9.78%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 3,389.69 Cr fund under management as on Sep 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 11.1% annual returns during the last year. It has delivered 9.8% 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
39.74%
7.36% Govt Stock 2052
20.53%
7.25% Govt Stock 2063
14.83%
6.99% Govt Stock 2051
5.75%
07.03 Goi 2054
5.29%
7.34% Govt Stock 2064
2.79%
7.23% Govt Stock 2039
2.50%
7.16% Govt Stock 2050
1.95%
6.67% Govt Stock 2050
1.60%
7.18% Govt Stock 2037
1.31%
Fund Managers
- Shobhit Mehrotra (Jan 2023 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
Key Information
View Scheme Document
HDFC Long Duration Debt Fund Growth 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 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 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 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
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Frequently Asked Questions
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