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
₹19.51
0.30%
NAV as on 18 Dec 24, 12:00 AM
very high risk
index funds
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
index funds
equity
27.13%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
49.51%p.a.
Since Inception
About HDFC Nifty Smallcap 250 Index Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Nifty Smallcap 250 Index Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Apr 2023, HDFC Nifty Smallcap 250 Index Fund Growth is Index Funds fund of its category with 370.78 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
- HDFC Nifty Smallcap 250 Index Fund Growth delivered 27.1% annual returns during the last year. It has delivered 49.5% average annual returns since the fund was launched.
- HDFC Nifty Smallcap 250 Index 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
The investment objective of the Scheme is to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Smallcap 250 Index TRI (Underlying Index), subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
Multi Commodity Exchange of India Ltd
1.73%
Central Depository Services (India) Ltd
1.44%
Glenmark Pharmaceuticals Ltd
1.33%
Crompton Greaves Consumer Electricals Ltd
1.31%
Blue Star Ltd
1.26%
Computer Age Management Services Ltd Ordinary Shares
1.11%
National Aluminium Co Ltd
1.06%
Laurus Labs Ltd
1.01%
Radico Khaitan Ltd
0.97%
Karur Vysya Bank Ltd
0.93%
Fund Managers
- Arun Agarwal (Apr 2023 - Present)
- Nirman Morakhia (Apr 2023 - Present)
Key Information
View Scheme Document
HDFC Nifty Smallcap 250 Index Fund Growth SIP Calculator
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NRI Mutual Fund Tax on HDFC Nifty Smallcap 250 Index 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 Nifty Smallcap 250 Index 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 Nifty Smallcap 250 Index 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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