HDFC Mutual Funds

HDFC Hybrid Debt Fund Direct Plan Growth

₹ 83.43

NAV (Mar 17)

12.042%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within conservative hybrid mutual funds.Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Consistency of Credit quality

Satisfactory

The performance of the fund on a Consistency of Credit Quality metric has been Satisfactory

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Scheme Information

Investment Objective

The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.

Expense Ratio
1.19 %
Launched 12Y ago
2013-01-01
AUM in Crores
3236.6
ISIN
INF179K01XE6
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
4.1
Beta
0.6
Sharpe Ratio
0.9
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Sikka Ports and Terminals Ltd.

3.02%
3.02%

GOI

2.33%
2.33%

HDFC Bank Ltd.

2.28%
2.28%

GOI

2.23%
2.23%

ICICI Bank Ltd.

2.16%
2.16%
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Allocation by Sector

Financial

7.67%
7.67%

Energy

3.36%
3.36%

Healthcare

2.49%
2.49%

Technology

2.48%
2.48%

Consumer Staples

0.99%
0.99%
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Frequently Asked Questions

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