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
₹58.39
0.10%
NAV as on 16 Feb 26, 12:00 AM
moderately high risk
medium duration
debt
NAV as on 16 Feb 26, 12:00 AM
moderately high risk
medium duration
debt
7.47%p.a.
Last 1Y
7.50%p.a.
Last 3Y
6.25%p.a.
Last 5Y
7.62%p.a.
Since Inception
About HDFC Medium Term Debt Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Medium Term Debt Fund -Growth scheme from HDFC Asset Management Company Limited. It is a Medium Duration mutual fund scheme that predominantly invests in Medium Duration stocks of companies. Launched on Feb 2002, HDFC Medium Term Debt Fund -Growth is Medium Duration fund of its category with 3,861.91 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Medium Duration funds.
- HDFC Medium Term Debt Fund -Growth delivered 7.5% annual returns during the last year. It has delivered 7.6% average annual returns since the fund was launched.
- HDFC Medium Term 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
Repo
1.64%
Net Current Assets
2.74%
Sikka Ports and Terminals Ltd SR-PPD-7 Debenture 7.90 18/11/2026
0.66%
Sikka Ports and Terminals Ltd SR-PPD-6 Debenture 7.95 28/10/2026
0.52%
Embassy Office Parks REIT
0.90%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SERIES 133 8.35 LOA 13MR29 FVRS10LAC
0.95%
LIC HOUSING FINANCE LIMITED TRANCHE 382 8.7 LOA 23MR29 FVRS10LAC
0.69%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SERIES 134 8.30 LOA 25MR29 FVRS10LAC
0.68%
POWER FINANCE CORPORATION LTD. SERIES 184 B 9.10 BD 23MR29 FVRS10LAC
1.27%
TATA MOTORS LIMITED SR E28-B TRANCHE I 8.50 LOA 30DC26 FVRS10LAC
0.26%
Fund Managers
- Shobhit Mehrotra (Sep 2007 - Present)
- Dhruv Muchhal (Jun 2023 - Present)
- Bhavyesh Divecha (Mar 2025 - Present)
Key Information
View Scheme Document
HDFC Medium Term Debt Fund -Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on HDFC Medium Term 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 Medium Term 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 Medium Term 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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