6M
1Y
3Y
5Y
All
Fund Details
HDFC Hybrid Debt Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.90% |
| NAV | ₹51.40 (04 Dec 2020) |
|---|---|
| Fund Started | 26 Dec 2003 |
| Fund Size | ₹2,345 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
8.4%
5.1%
7.8%
9.4%
Category Average
7.6%
5.3%
7.4%
-
Rank Within Category
19
23
12
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value
as per Historical Returns
as per Historical Returns
₹0
with 8.4% annual returns
Comparison
Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 5Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
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
6. 5Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 1.87%
9. 3Y Returns are lower than the category average returns
10. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tata Housing Devp. Co. Ltd | Construction | ZCB | 5.3% |
| Vedanta Ltd. | Metals | NCD | 5.3% |
| Pipeline Infrastructure (India) Pvt. Ltd. | Construction | NCD | 4.6% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 4.6% |
| DLF Ltd. | Construction | NCD | 4.2% |
| Shriram Transport Finance Co. Ltd. | Financial | Debenture | 3.0% |
| GOI | Sovereign | GOI Sec | 3.0% |
| Talwandi Sabo Power Ltd. | Engineering | Debenture | 2.9% |
| Shriram City Union Finance Ltd. | Financial | NCD | 2.5% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 2.4% |
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 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
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 ₹2,345 Cr and the Latest NAV as of 04 Dec 2020 is ₹51.40.
The HDFC Hybrid Debt Fund 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
E-mail
cliser@hdfcfund.comWebsite
NAHDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
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