6M
1Y
3Y
5Y
All
Fund Details
HDFC Hybrid Debt Fund Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.87% |
| NAV | ₹54.74 (07 May 2021) |
|---|---|
| Fund Started | 26 Dec 2003 |
| Fund Size | ₹2,431 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
23.4%
8.1%
8.8%
9.6%
Category Average
14.3%
5.8%
7.3%
-
Rank Within Category
6
7
6
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 23.4% returns per annum
Comparison
Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 1.87%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Vedanta Ltd. | Metals | NCD | 5.3% |
| Shriram Transport Finance Co. Ltd. | Financial | Debenture | 2.9% |
| Shriram City Union Finance Ltd. | Financial | NCD | 2.5% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 2.2% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 2.1% |
| Tata Motors Ltd. | Automobile | NCD | 2.1% |
| Tata Motors Ltd. | Automobile | NCD | 2.0% |
| GOI | Sovereign | GOI Sec | 2.0% |
| State Bank of India | Financial | Equity | 1.9% |
| ICICI Bank Ltd. | Financial | Equity | 1.8% |
See All
Fund Managers
Prashant Jain
Education
Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA.
Experience
Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.
Funds Managed
Shobhit Mehrotra
Education
He is an MBA from Clemson University, USA.
Experience
Prior to joining HDFC AMC he has worked with Franklin Templeton AMC, and ICRA.
Funds Managed
Anand 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
Amar 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
Chirag Dagli
Education
Mr. Dagli has done B. COM and Chartered Accountant.
Experience
Prior to joining DSP Mutual Fund, he has worked with HDFC AMC, Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
Funds Managed
Sankalp Baid
Education
Mr. Baid is a PG Diploma in Business Management from XLRI, Jamshedpur, Chartered Accountant, B.Com Hons. (University of Calcutta).
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with BNP Paribas Bank, India Ratings & Research, Future First Info Services and BSR & Co (part of KPMG).
Funds Managed
HDFC Hybrid Debt Fund Growth Details
HDFC Hybrid Debt Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 26 Dec 2003. Prashant Jain, Shobhit Mehrotra is the Current Fund Manager of HDFC Hybrid Debt Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,431 Cr and the Latest NAV as of 07 May 2021 is ₹54.74.
The HDFC Hybrid Debt Fund Growth is rated 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
E-mail
[email protected]Website
NAHDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
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