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HDFC Hybrid Debt Fund Growth

Hybrid
Conservative Hybrid
High Risk
21.34%
1Y return
+0.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹57.80
Min. SIP Amount₹500
Rating4star
Fund Size₹2,525.39 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns21.3%9.9%8.5%10.5%
Category average14.2%7.4%7.4%NA
Rank with in category566NA
Understand termsinfo

Holdings (81)

NameSectorInstrumentAssets
Tata Housing Devp. Co. Ltd
ConstructionZCB5.2%
Vedanta Ltd.MetalsNCD5.2%
Pipeline Infrastructure (India) Pvt. Ltd.
ConstructionNCD4.3%
Sikka Ports and Terminals Ltd.
EnergyDebenture4.2%
DLF Ltd.ConstructionNCD4.0%
Bajaj Finance Ltd.FinancialBonds/NCD3.2%
Shriram City Union Finance Ltd.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

Category: Hybrid Conservative Hybrid

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

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

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

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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