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
₹49.60
0.31%
NAV as on 28 Oct 24, 12:00 AM
very high risk
retirement
equity
NAV as on 28 Oct 24, 12:00 AM
very high risk
retirement
equity
34.81%p.a.
Last 1Y
19.23%p.a.
Last 3Y
24.31%p.a.
Last 5Y
21.21%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the HDFC Retirement Savings Fund - Equity Plan - Plan scheme from HDFC Asset Management Co Ltd. It is a Retirement mutual fund scheme that predominantly invests in Retirement stocks of companies. Launched on Feb 2016, HDFC Retirement Savings Fund - Equity Plan - Plan is Retirement fund of its category with 6,167.84 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Retirement funds.
The investment objective of the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals. There is no assurance that the investment objective of the Scheme will be realized.
HDFC Bank Ltd
7.86%
ICICI Bank Ltd
6.40%
Axis Bank Ltd
3.60%
Infosys Ltd
3.35%
Bharti Airtel Ltd
3.05%
Reliance Industries Ltd
2.87%
State Bank of India
2.55%
HCL Technologies Ltd
2.48%
Kotak Mahindra Bank Ltd
2.40%
Maruti Suzuki India Ltd
2.36%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
17.1%
very high risk | equity
15.8%
very high risk | equity
13.0%