Groww Logo
Home>Mutual Funds>Hdfc Mutual Funds>Best Hdfc Mutual Funds

Best HDFC Hybrid Mutual Funds

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.

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

Sign Up

List of Hdfc Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HDFC Small Cap FundEquityVery High55.9%3₹13,649
HDFC Short Term Debt FundDebtModerate4.5%4₹18,229
HDFC Mid-Cap Opportunities FundEquityVery High34.3%2₹31,442
HDFC Top 100 FundEquityVery High24.4%1₹20,966
HDFC Index FundOtherVery High20.3%3₹4,434
HDFC Balanced Advantage FundHybridVery High26.2%2₹41,282
HDFC Liquid FundDebtLow to Moderate3.4%3₹53,137
HDFC Capital Builder Value FundEquityVery High29.9%2₹5,405
HDFC Index Sensex FundOtherVery High18.4%4₹2,915
HDFC Flexi Cap FundEquityVery High33.4%2₹26,628
HDFC Taxsaver FundEquityVery High28.6%1₹9,402
HDFC Floating Rate Debt FundDebtLow to Moderate4.6%0₹23,584
HDFC Hybrid Equity FundHybridVery High23.4%3₹18,448
HDFC Arbitrage FundHybridLow4.4%2₹6,873
HDFC Equity Savings FundHybridModerately High16.5%3₹2,521
View All

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

HDFC Small Cap Fund Direct Growth

Fund Performance: The HDFC Small Cap Fund has given 21.94% annualized returns in the past three years and 20.96% in the last 5 years. The HDFC Small Cap Fund belongs to 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 ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹13,649Cr
1Y Returns55.9%

HDFC Short Term Debt Fund Direct Plan Growth

Fund Performance: The HDFC Short Term Debt Fund has given 8.35% annualized returns in the past three years and 7.73% in the last 5 years. The HDFC Short Term Debt Fund belongs to 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 ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹18,229Cr
1Y Returns4.5%

HDFC Mid Cap Opportunities Direct Plan Growth

Fund Performance: The HDFC Mid-Cap Opportunities Fund has given 20.86% annualized returns in the past three years and 15.82% in the last 5 years. The HDFC Mid-Cap Opportunities Fund belongs to 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 ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹31,442Cr
1Y Returns34.3%

HDFC Top 100 Fund Direct Plan Growth

Fund Performance: The HDFC Top 100 Fund has given 14.53% annualized returns in the past three years and 13.77% in the last 5 years. The HDFC Top 100 Fund belongs to 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 ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹20,966Cr
1Y Returns24.4%

HDFC Index Fund Nifty 50 Plan Direct Growth

Fund Performance: The HDFC Index Fund has given 17.36% annualized returns in the past three years and 16.16% in the last 5 years. The HDFC Index Fund belongs to the Other category of HDFC Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in HDFC Index Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹4,434Cr
1Y Returns20.3%

HDFC Balanced Advantage Fund Direct Plan Growth

Fund Performance: The HDFC Balanced Advantage Fund has given 15.07% annualized returns in the past three years and 12.81% in the last 5 years. The HDFC Balanced Advantage Fund belongs to 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 ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹41,282Cr
1Y Returns26.2%

HDFC Liquid Direct Plan Growth

Fund Performance: The HDFC Liquid Fund has given 4.61% annualized returns in the past three years and 5.56% in the last 5 years. The HDFC Liquid Fund belongs to the Debt category of HDFC Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in HDFC Liquid Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹53,137Cr
1Y Returns3.4%

HDFC Capital Builder Value Fund Direct Plan Growth

Fund Performance: The HDFC Capital Builder Value Fund has given 16.28% annualized returns in the past three years and 15.22% in the last 5 years. The HDFC Capital Builder Value Fund belongs to 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 ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹5,405Cr
1Y Returns29.9%

HDFC Index Sensex Direct Plan Growth

Fund Performance: The HDFC Index Sensex Fund has given 17.53% annualized returns in the past three years and 16.92% in the last 5 years. The HDFC Index Sensex Fund belongs to the Other category of HDFC Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in HDFC Index Sensex Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹2,915Cr
1Y Returns18.4%

HDFC Flexi Cap Direct Plan Growth

Fund Performance: The HDFC Flexi Cap Fund has given 17.13% annualized returns in the past three years and 15.37% in the last 5 years. The HDFC Flexi Cap Fund belongs to 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 ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹26,628Cr
1Y Returns33.4%

HDFC Taxsaver Direct Plan Growth

Fund Performance: The HDFC Taxsaver Fund has given 14.33% annualized returns in the past three years and 11.73% in the last 5 years. The HDFC Taxsaver Fund belongs to the Equity category of HDFC Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in HDFC Taxsaver Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹9,402Cr
1Y Returns28.6%

HDFC Floating Rate Debt Fund Direct Plan Growth

Fund Performance: The HDFC Floating Rate Debt Fund has given 7.37% annualized returns in the past three years and 7.27% in the last 5 years. The HDFC Floating Rate Debt Fund belongs to the Debt category of HDFC Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in HDFC Floating Rate Debt Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹23,584Cr
1Y Returns4.6%

HDFC Hybrid Equity Fund Direct Plan Growth

Fund Performance: The HDFC Hybrid Equity Fund has given 16.23% annualized returns in the past three years and 13.89% in the last 5 years. The HDFC Hybrid Equity Fund belongs to the Hybrid category of HDFC Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in HDFC Hybrid Equity Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹18,448Cr
1Y Returns23.4%

HDFC Arbitrage Fund Wholesale Direct Growth

Fund Performance: The HDFC Arbitrage Fund has given 4.97% annualized returns in the past three years and 5.44% in the last 5 years. The HDFC Arbitrage Fund belongs to the Hybrid category of HDFC Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in HDFC Arbitrage Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹6,873Cr
1Y Returns4.4%

HDFC Equity Savings Direct Plan Growth

Fund Performance: The HDFC Equity Savings Fund has given 11.4% annualized returns in the past three years and 10.23% in the last 5 years. The HDFC Equity Savings Fund belongs to the Hybrid category of HDFC Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in HDFC Equity Savings Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹2,521Cr
1Y Returns16.5%

Explore all Mutual Funds on Groww

Explore Mutual Funds
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.1.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI