HDFC Mutual Funds

HDFC Hybrid Debt Fund Direct Plan Growth

₹ 86.2

NAV (Apr 17)

12.935%
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 ->

Consistency of Credit quality

Satisfactory

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

Fund Size

Category Leader

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

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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
1.15 %
Launched 12Y ago
2013-01-01
AUM in Crores
3310
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

7.32%
7.32%

Energy

2.75%
2.75%

Technology

2.09%
2.09%

Healthcare

2.03%
2.03%

Automobile

0.91%
0.91%
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Frequently Asked Questions

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