HDFC Hybrid Debt Fund - Regular - Quarterly Dividend-0.22%

4.6%
1 Year Return
Hybrid
Conservative
3.0 star
1Y
3Y
5Y

Fund Details

HDFC Hybrid Debt Fund - Regular - Quarterly Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.87%
NAV13.7 (18-Apr-2019)
Fund Started26-Dec-2003
Fund Size3,119 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Hybrid Debt Fund - Regular - Quarterly Dividend
4.6%
8.1%
9.6%
10.4%
Category Average
5.2%
7.4%
6.4%
-
Rank within category
11
10
11
-
*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
    30
    with 4.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec4.9%
    Tata Capital Financial Services Ltd.FinancialDebenture3.1%
    EnergyNCD3.1%
    Reliance Jio Infocomm Ltd.CommunicationNCD3.1%
    FinancialEquity2.5%
    State Bank of IndiaFinancialEquity2.4%
    GOISovereignCGL2.4%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD2.4%
    FinancialDebenture2.4%
    Power Finance Corpn. Ltd.FinancialBonds/NCD2.3%
    See All

    Fund Managers

    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed
    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

    About HDFC Mutual Fund

    HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.

    It is the largest asset management company (AMC) in the country (as per average assets under management as on 31 December 2018 of Rs. 339,178 Crores

    Launched on the 10th of December, 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.

    HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    29 Jun 2000
    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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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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