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  • HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q)

Formerly HDFC Hybrid Debt Qt DR

HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q)

HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q)

HybridConservative Hybrid

14.2856

NAV (Jul 30)

6.2%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in conservative hybrid mutual funds.

However, Scripbox does not recommend investing in 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

2,526 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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High Risk

Expense Ratio
1.87 %
Launched (18y ago)
Dec 26, 2003
AUM in Crores
₹ 2,526
ISIN
INF179K01AD6
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Prashant Jain

Fund Manager

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Sankalp Baid

Fund Manager

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Shobhit Mehrotra

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

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About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 451,798 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

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  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q)

    About HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q)

    HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) is a conservative hybrid hybrid fund and has delivered an annualised return of 8.9% over a period of 18 years .The fund was previously known as HDFC Hybrid Debt Qt DR.The fund is managed by HDFC Asset Management Company Limited.The fund managers are Prashant Jain, Sankalp Baid, Shobhit Mehrotra

    HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) Investment Objective

    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. However, there is no assurance that the objective of the scheme will be realized.

    HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) NAV,AUM,Risk

    The HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) fund was launched on Dec 26, 2003. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-07-30 is ₹ 14.2856. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 2525.394. The category risk of the HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) fund is High Risk. The fund charges 1.87 % as expense ratio.

    HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) Holdings

    The fund’s highest allocation is towards debt and has invested 65.9% in this asset class. The top three holdings of the fund are tata housing development company limited,vedanta limited and pipeline infrastructure private limited

    HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR

    HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) Review

    HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Hybrid Debt Fund of Income Distribution cum Capital Wdrl Opt (RIDCW-Q) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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