HDFC Hybrid Debt Fund – Direct Growth
100
Min SIP
100
Min Lumpsum
1.3 %
Expense Ratio
Rating
2,864
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.8% | 13.2% | 10.3% | 9.8% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
6.55
Alpha
1.51
SD
0.3
Beta
2.33
Sharpe
Exit Load
| Exit Load | 1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment. |
|---|
Fund Objective
To generate regulsr returns through investment primarily in debt and money market instruments. Secondary objective of the scheme is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equiy related instruements.
Fund Managers
Shobhit Mehrotra - Fund Manager
With over 25 years of collective experience in Fixed Income markets, Fixed Income dealing, credit rating and more, Mr Mehrotra manages 22 different schemes with an AUM of ₹35,492 Cr
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Conservative Hybrid .
-
- 775
-
10.8%Fund Size - 775
-
10%Fund Size - 775
-
4.3%Fund Size - 775
-
- Hybrid .
- Conservative Hybrid .
-
- 234
-
10.8%Fund Size - 234
-
9.5%Fund Size - 234
-
8.2%Fund Size - 234
-
- Hybrid .
- Conservative Hybrid .
-
- 26
-
8.9%Fund Size - 26
-
7.9%Fund Size - 26
-
7.3%Fund Size - 26
-
- Hybrid .
- Conservative Hybrid .
-
- 131
-
7.4%Fund Size - 131
-
6.7%Fund Size - 131
-
7%Fund Size - 131
-
- Hybrid .
- Conservative Hybrid .
-
- 8,690
-
12.3%Fund Size - 8,690
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13.1%Fund Size - 8,690
-
11.1%Fund Size - 8,690
AMC Contact Details
HDFC Mutual Fund
AUM:
4,89,893 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
Frequently Asked Questions
How to invest in HDFC Hybrid Debt Fund – Direct Growth ?
You can invest in HDFC Hybrid Debt Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Hybrid Debt Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Hybrid Debt Fund – Direct Growth ?
The NAV of HDFC Hybrid Debt Fund – Direct Growth is ₹72.2 as of 30 September 2023.
How to redeem HDFC Hybrid Debt Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC Hybrid Debt Fund – Direct Growth?
The minimum SIP amount of HDFC Hybrid Debt Fund – Direct Growth is ₹100
What are the top sectors HDFC Hybrid Debt Fund – Direct Growth has invested in?
The top sectors HDFC Hybrid Debt Fund – Direct Growth has invested in are
- Debt - 73.84%
- Banks - 6.91%
- IT-Software - 2.14%
- Power - 1.83%
- Cash & Others - 1.82%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Hybrid Debt Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of HDFC Hybrid Debt Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have HDFC Hybrid Debt Fund – Direct Growth generated ?
The HDFC Hybrid Debt Fund – Direct Growth has delivered 9.8% since inception
What is the expense ratio of HDFC Hybrid Debt Fund – Direct Growth ?
The expense ratio of HDFC Hybrid Debt Fund – Direct Growth is 1.3 % as of 30 September 2023.
What is the AUM of HDFC Hybrid Debt Fund – Direct Growth?
The AUM of HDFC Hybrid Debt Fund – Direct Growth is ₹4,89,893 Cr as of 30 September 2023
What are the top stock holdings of HDFC Hybrid Debt Fund – Direct Growth?
The top stock holdings of HDFC Hybrid Debt Fund – Direct Growth are
- ICICI Bank - 2.02%
- HDFC Bank - 1.72%
- St Bk of India - 1.65%
- Axis Bank - 1.16%
- Infosys - 1.05%
How can I redeem my investments in HDFC Hybrid Debt Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Hybrid Debt Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Hybrid Debt Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.