HDFC Hybrid Debt Fund Direct Growth-0.29%

5.36%
1 Year Return
Hybrid
Conservative
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Hybrid Debt Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.47%
NAV50.80 (28 Oct 2020)
Fund Started01 Jan 2013
Fund Size2,331 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Hybrid Debt Fund Direct Growth
5.4%
3.8%
7.0%
8.7%
Category Average
4.8%
3.9%
6.3%
-
Rank within category
27
26
21
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.4% annual returns

    Comparison

    Data not available
    Pros
    1. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the category average returns
    3. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Vedanta Ltd.MetalsNCD5.3%
    Tata Housing Devp. Co. LtdConstructionZCB5.2%
    Pipeline Infrastructure (India) Pvt. Ltd.ConstructionNCD4.6%
    Sikka Ports and Terminals Ltd.EnergyDebenture4.5%
    DLF Ltd.ConstructionNCD4.3%
    GOISovereignGOI Sec3.0%
    Shriram Transport Finance Co. Ltd.FinancialDebenture2.9%
    Talwandi Sabo Power Ltd.EngineeringDebenture2.9%
    Shriram City Union Finance Ltd.FinancialNCD2.5%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture2.4%
    See All

    Fund Managers

    addShobhit Mehrotra
    Education
    He is an MBA from Clemson University, USA.
    Experience
    Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.
    Funds Managed
    addAnand Laddha
    Education
    Mr. Laddha has done B.Com. and CA
    Experience
    Prior to joining HDFC Asset Management Company Limited, he has worked with Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held - Equity & Derivative Sales.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    HDFC Hybrid Debt Fund Direct Growth Details

    HDFC Hybrid Debt Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Prashant Jain, Shobhit Mehrotra is the Current Fund Manager of HDFC Hybrid Debt Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,331 Cr and the Latest NAV as of 28 Oct 2020 is ₹50.80.

    The HDFC Hybrid Debt Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year

    Investment Objective

    The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    30 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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