HDFC began operations as a joint venture between Standard Life Investment Limited (SLI) and Housing Development Finance Corporation (HDFC). It was incorporated in 1999.
The asset management company offers more than 100 mutual fund schemes under various channels. These comprise ETFs, debt schemes, equity schemes, and a number of the best HDFC hybrid mutual funds, among others.
Hybrid funds are a type of mutual fund that invests in different securities, predominantly debt and equity. These funds operate on three key principles: allocation, correlation, and diversification.
A hybrid fund enables allocation by distributing wealth among various asset classes. It then facilitates correlation by way of returns’ co-movement. The best HDFC hybrid mutual funds achieve diversification by incorporating several assets in their portfolio.
Hybrid mutual funds invest in equity and debt instruments in a 40%-60% proportion. Such a blend of instruments allows the top HDFC hybrid mutual funds to offer higher returns as compared to a regular debt MF scheme. Furthermore, as these funds dilute the associated risks of investment, they are considered safer than other high-risk and aggressive investment tools, such as equity mutual funds.
The best HDFC hybrid mutual funds 2021 are of two types, namely equity-oriented and debt-oriented. Equity-based hybrid funds invest primarily in stocks of companies that exhibit high-growth potential. On the other hand, debt-based hybrid mutual funds predominantly comprise investments in fixed-income securities, such as debentures, commercial papers, government bonds, etc.
Prospective investors can choose from more than 5 schemes under the category of HDFC hybrid mutual funds.
However, the choice of investment should depend upon an investor’s investment objective and appetite for risk. Additionally, a fundamental knowledge of several factors is essential when investing in the best HDFC hybrid mutual funds.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
HDFC Small Cap Fund | Equity | Very High | 51.7% | 2 | ₹27,574 |
HDFC Short Term Debt Fund | Debt | Moderate | 7.6% | 4 | ₹12,914 |
HDFC Mid-Cap Opportunities Fund | Equity | Very High | 55.5% | 4 | ₹60,417 |
HDFC Top 100 Fund | Equity | Very High | 36.5% | 4 | ₹32,355 |
HDFC Index Fund | Other | Very High | 25.7% | 3 | ₹12,764 |
HDFC Balanced Advantage Fund | Hybrid | Very High | 39.2% | 5 | ₹79,875 |
HDFC Liquid Fund | Debt | Low to Moderate | 7.3% | 3 | ₹47,222 |
HDFC Capital Builder Value Fund | Equity | Very High | 41.7% | 2 | ₹6,702 |
HDFC Index S&P BSE Sensex Fund | Other | Very High | 22.7% | 2 | ₹6,620 |
HDFC Flexi Cap Fund | Equity | Very High | 42.0% | 4 | ₹50,839 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The HDFC Small Cap Fund has given 32.53% annualized returns in the past three years and 23.84% in the last 5 years. The HDFC Small Cap Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Small Cap Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹27,574Cr |
| 1Y Returns | 51.7% |
Fund Performance: The HDFC Short Term Debt Fund has given 5.92% annualized returns in the past three years and 7.34% in the last 5 years. The HDFC Short Term Debt Fund comes under the Debt category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Short Term Debt Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹12,914Cr |
| 1Y Returns | 7.6% |
Fund Performance: The HDFC Mid-Cap Opportunities Fund has given 30.38% annualized returns in the past three years and 24.27% in the last 5 years. The HDFC Mid-Cap Opportunities Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Mid-Cap Opportunities Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹60,417Cr |
| 1Y Returns | 55.5% |
Fund Performance: The HDFC Top 100 Fund has given 22.03% annualized returns in the past three years and 15.81% in the last 5 years. The HDFC Top 100 Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Top 100 Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹32,355Cr |
| 1Y Returns | 36.5% |
Fund Performance: The HDFC Index Fund has given 15.57% annualized returns in the past three years and 14.26% in the last 5 years. The HDFC Index Fund comes under the Other category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Index Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹12,764Cr |
| 1Y Returns | 25.7% |
Fund Performance: The HDFC Balanced Advantage Fund has given 25.8% annualized returns in the past three years and 18.62% in the last 5 years. The HDFC Balanced Advantage Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹79,875Cr |
| 1Y Returns | 39.2% |
Fund Performance: The HDFC Liquid Fund has given 5.54% annualized returns in the past three years and 5.23% in the last 5 years. The HDFC Liquid Fund comes under the Debt category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Liquid Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹47,222Cr |
| 1Y Returns | 7.3% |
Fund Performance: The HDFC Capital Builder Value Fund has given 22.7% annualized returns in the past three years and 16.41% in the last 5 years. The HDFC Capital Builder Value Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Capital Builder Value Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹6,702Cr |
| 1Y Returns | 41.7% |
Fund Performance: The HDFC Index S&P BSE Sensex Fund has given 15.11% annualized returns in the past three years and 14.08% in the last 5 years. The HDFC Index S&P BSE Sensex Fund comes under the Other category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Index S&P BSE Sensex Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹6,620Cr |
| 1Y Returns | 22.7% |
Fund Performance: The HDFC Flexi Cap Fund has given 27.42% annualized returns in the past three years and 19.52% in the last 5 years. The HDFC Flexi Cap Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Flexi Cap Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹50,839Cr |
| 1Y Returns | 42.0% |
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