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HDFC Hybrid Debt Fund IDCW Monthly

Hybrid
Conservative Hybrid
High Risk
21.77%
1Y return
+0.31% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Sep 2021₹13.69
Min. SIP amountNA
Rating4star
Fund size₹2,604.78 Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns21.8%10.5%8.4%10.5%
Category average14.2%7.4%7.4%NA
Rank with in category569NA
Understand termsinfo

Holdings (81)

NameSectorInstrumentAssets
Tata Housing Devp. Co. Ltd
ConstructionZCB5.2%
MetalsNCD5.2%
Pipeline Infrastructure (India) Pvt. Ltd.
ConstructionNCD4.3%
Sikka Ports and Terminals Ltd.
EnergyDebenture4.2%
ConstructionNCD4.0%
FinancialBonds/NCD3.2%
FinancialNCD2.4%
State Bank of India
FinancialEquity2.3%
Indian Railway Finance Corporation Ltd.
FinancialDebenture2.1%
National Highways Authority of India Ltd.
ServicesDebenture2.1%
See All

Pros and cons

info
Category: Hybrid Conservative Hybrid
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Pros

Age is more than 10 years
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
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Cons

Higher expense ratio - 1.87%

Expense ratio, exit load and tax

Expense ratio: 1.87%

Inclusive of GST

Exit load

For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Shobhit Mehrotra
Sep 2007 - Present
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Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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