- Mutual Funds
- HDFC Mutual Funds
- HDFC Hybrid Debt Fund (PIDCW-M)
Formerly HDFC Hybrid Debt Mn DP
HDFC Hybrid Debt Fund (PIDCW-M)
₹ 14.35
NAV (Apr 16)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.35
NAV (Apr 16)
Fund Returns
Last 1Y | 16% |
Last 3Y | 11.2% |
Last 5Y | 9.5% |
Last 10Y | 8.1% |
Since Inception | 8.9% |
6 Month CAGR | 8.3% |
Scheme Information
To generate income/capital appreciation by investing primarily in debt securities,money market instruments and moderate exposure to equities.There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 1.76 |
Launched (21y ago) | Dec 26, 2003 |
AUM in Crores | 3102.586 |
ISIN | INF179K01AA2 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4 |
Standard Deviation (5yr) | 5.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.372 |
Sharpe Ratio (5yr) | 0.724 |
YTM | 7.63287 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Hybrid Debt Fund (PIDCW-M) | 9,23,739 | 1,91,127 | 9.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
sikka ports & terminals limited
3.2%tata capital financial services limited
2.4%6.68% govt stock 2031
2.4%hdfc bank limited
2.4%7.18% govt stock 2037
2.3%Allocation by Sector
financial services
7.6%industrials
2.9%energy
2.8%technology
2.3%healthcare
2.3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 3,417 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26.4% | 13% | ||
14.5% | 6.7% | ||
6% | 7.8% | ||
5.1% | 5.9% | ||
9.2% | 6.2% |
HDFC Hybrid Debt Fund (PIDCW-M) Review
HDFC Hybrid Debt Fund (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.9% over a period of 20 years. The fund was previously known as HDFC Hybrid Debt Mn DP. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Shobhit Mehrotra, Srinivasan Ramamurthy.
Nav of HDFC Hybrid Debt Fund (PIDCW-M) as of 4/16/2024 is ₹14.35 with the total AUM as of 4/18/2024 is ₹3102.586. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Hybrid Debt Fund (PIDCW-M) was launched on Dec 26, 2003. The category risk of the fund is Moderately High risk.
The minimum SIP amount for HDFC Hybrid Debt Fund (PIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HDFC Hybrid Debt Fund (PIDCW-M)?
How to invest in HDFC Hybrid Debt Fund (PIDCW-M)?
You can invest in HDFC Hybrid Debt Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Hybrid Debt Fund (PIDCW-M)?
The minimum sip amount for HDFC Hybrid Debt Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Hybrid Debt Fund (PIDCW-M) good to invest in?
As per Scripbox experts, HDFC Hybrid Debt Fund (PIDCW-M) is a Top Ranked fund. You can investHDFC Hybrid Debt Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Hybrid Debt Fund (PIDCW-M)?
The expense ratio of the HDFC Hybrid Debt Fund (PIDCW-M) is 1.76% for regular plan.