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

Formerly HDFC Hybrid Debt Qt DR

HDFC Mutual Funds

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

HybridConservative Hybrid

14.4693

NAV (Dec 01)

5.6%
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

2,708 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

Historical NAV

14.4693

NAV (Dec 1)

Fund Returns

Last 1Y

16%

Last 3Y

8.9%

Last 5Y

5.6%

Last 10Y

8%

Since Inception

8.9%

6 Month CAGR

5.4%

info-icon-blue

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

High Risk

Expense Ratio

1.86

Launched (18y ago)

Dec 26, 2003

AUM in Crores

2707.471

ISIN

INF179K01AD6

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Prashant Jain

Fund Manager

user-avatar

Sankalp Baid

Fund Manager

user-avatar

Shobhit Mehrotra

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

build-long-item-wealth-img

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.

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

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 2,707 cr

5

₹ 1,256 cr

5

₹ 471 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 489,108 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.

amc-img

  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    HDFC Gold Fund (G)

    HDFC Gold Fund (G)

    15.1%

    4.2%

    16.7%

    15.1%

    19.7%

    16.4%

    6.8%

    7.2%

    7.5%

    8%

    growth

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    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

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    grow money
    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    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 17 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 fund as of 2021-12-01 is ₹14.47. The total AUM (Asset Under Management) of the fund as of 01/12/2021 is ₹2707.471. 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 1.86 % 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 65.2% in this asset class. The top three holdings of the fund are , treps - tri-party repo , tata housing development company limited , vedanta limited , pipeline infrastructure private limited , reliance ports and terminals limited , dlf limited , bajaj finance limited , reverse repo , shriram - city union finance limited , net current assets , icici bank ltd , indian railway finance corporation limited , national highways authority of india , state bank of india , tata motors limited , tata motors limited , power finance corporation limited , punjab national bank , indian railway finance corporation limited , housing development finance corporation limited , national bank for agriculture and rural development , national bank for agriculture and rural development , 07.89 gj sdl 2025 , larsen & toubro ltd , infosys ltd , ntpc ltd , national bank for agriculture and rural development , itc ltd , housing & urban development corp ltd , andhra pradesh expressway limited , power finance corp ltd , rec limited , housing and urban development corporation limited , rural electrification corporation limited , housing and urban development corporation limited , bajaj finance limited , 6.68% govt stock 2031 , axis finance limited , coal india ltd , 5.77% goi 2030 , axis bank ltd , tata motors ltd , nhpc ltd , pb fintech limited (policy bazaar) , sun pharmaceuticals industries ltd , 6.67% govt stock 2050 , coastal gujarat power limited , rec ltd , hindustan petroleum corp ltd , bharti airtel ltd , indian railway finance corporation limited , shriram - city union finance limited , tmf holdings limited , bharat dynamics ltd ordinary shares , mishra dhatu nigam ltd ordinary shares , andhra pradesh expressway limited , 5.85% govt stock 2030 , rural electrification corporation limited , 6.19% govt stock 2034 , 7.17% govt stock 2028 , 6.97% govt stock 2026 , irb infrastructure developers ltd , aurobindo pharma ltd , indian railway finance corp ltd ordinary shares , lupin ltd , cipla ltd , 6.79% govt stock 2029 , first business receivables trust , 1.44% inflation index govt stock 2023 , mahindra & mahindra ltd , sbi cards and payment services ltd ordinary shares , sbi life insurance company limited , hindustan aeronautics ltd ordinary shares , bharat petroleum corp ltd , mep infrastructure developers ltd , first business receivables trust , first business receivables trust , jm financial products limited , hcl technologies ltd , power finance corporation limited , power grid corporation of india limited , union bank of india , 6.45% govt stock 2029 , texmaco rail & engineering ltd , power grid corp of india ltd , 8.10% tamil nadu sdl 2025 , l&t infrastructure finance company limited , first business receivables trust , elecon engineering co ltd

    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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.