HDFC Hybrid Debt Direct Plan Growth Option - Latest NAV ₹56.0298, Returns, Performance & Portfolio

HDFC Hybrid Debt Direct Plan Growth Option

  • highlight
    9.87%
  • highlight
    (--0.22)56.0298

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.76 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years9.87%
3 Years8.38%
1 Year13.82%
6 Months11.18%
Fund Details
ISININF179K01XE6
Risk
Fund TypeConservative Allocation
NAV56.0298
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Vedanta Limited5.21%
Tata Housing Development Company Limited5.18%
Pipeline Infrastructure Private Limited4.49%
Reliance Ports and Terminals Limited4.42%
DLF Limited4.05%
5.77% GOI 20303.65%
Shriram Transport Finance Company Limited2.89%
Talwandi Sabo Power Limited2.82%
Shriram - City Union Finance Limited2.47%
Indian Railway Finance Corporation Limited2.28%

About HDFC Hybrid Debt Fund

HDFC Hybrid Debt Fund is a hybrid mutual fund scheme that aims to generate capital appreciation by predominantly investing in money market instruments, debt securities, and equities.

Pros and Cons of HDFC Hybrid Debt Fund

HDFC Hybrid Debt Fund comes with no lock-in period. The five-year returns of the fund has been higher than the category average returns. However, the one-year and three-year returns have been lower than the category average. The risk-adjusted returns also have been lower as compared to the category.

Fund Information and Statistics

i) Inception/Launch Date

HDFC Hybrid Debt Fund was launched on 26 December 2003.

ii) Risk Level

The scheme comes with a moderately high risk.

iii) Redemption

Lock-in period is not applicable when you redeem the units invested in the HDFC Hybrid Debt Fund. However, you may have to pay an exit load if you redeem/switch units within a year.

iv) Fund Manager

Mr Shobhit Mehrotra is the current Fund Manager for HDFC Hybrid Debt Fund.

v) Entry/Exit Load

As per the SEBI regulations, entry load is not applicable when you purchase fund units. However, an exit load of 1% may be charged if you happen to redeem/switch the units within 12 months from the date of allotment.

About HDFC Mutual Fund

HDFC Mutual Fund registered with SEBI on 30 June 2000. The sponsors for HDFC Mutual Fund are Housing Development Finance Corporation Limited and Standard Life Investments Limited, and the trustee for the fund house is HDFC Trustee Company Limited. The Average Assets Under Management (AAUM) of HDFC Mutual Fund is Rs.3,56,183.42 crore as of 30 June 2020.

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.76 Lakhs in a period of 20 years

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns