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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.

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List of Hdfc Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HDFC Small Cap FundEquityVery High-0.6%3₹12,131
HDFC Short Term Debt FundDebtModerate3.3%4₹14,204
HDFC Mid-Cap Opportunities FundEquityVery High2.1%3₹30,341
HDFC Top 100 FundEquityVery High5.0%1₹20,675
HDFC Index FundOtherVery High1.7%3₹5,919
HDFC Balanced Advantage FundHybridVery High9.5%2₹43,836
HDFC Liquid FundDebtLow to Moderate3.7%2₹51,623
HDFC Capital Builder Value FundEquityVery High2.1%2₹5,024
HDFC Index S&P BSE Sensex FundOtherVery High2.4%4₹3,384
HDFC Flexi Cap FundEquityVery High9.2%2₹27,433
HDFC Taxsaver FundEquityVery High9.1%1₹9,071
HDFC Floating Rate Debt FundDebtModerate3.4%₹18,174
HDFC Hybrid Equity FundHybridVery High3.0%3₹17,762
HDFC Arbitrage FundHybridLow3.8%2₹6,736
HDFC Equity Savings FundHybridModerately High3.6%3₹2,536
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 16.7% annualized returns in the past three years and 13.39% 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 ₹300.

Min Investment Amt₹5,000
AUM₹12,131Cr
1Y Returns-0.6%

HDFC Short Term Debt Fund Direct Plan Growth

Fund Performance: The HDFC Short Term Debt Fund has given 7.14% annualized returns in the past three years and 7.25% 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 ₹300.

Min Investment Amt₹5,000
AUM₹14,204Cr
1Y Returns3.3%

HDFC Mid Cap Opportunities Direct Plan Growth

Fund Performance: The HDFC Mid-Cap Opportunities Fund has given 16.74% annualized returns in the past three years and 11.15% 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 ₹300.

Min Investment Amt₹5,000
AUM₹30,341Cr
1Y Returns2.1%

HDFC Top 100 Fund Direct Plan Growth

Fund Performance: The HDFC Top 100 Fund has given 8.42% annualized returns in the past three years and 9.96% 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 ₹300.

Min Investment Amt₹5,000
AUM₹20,675Cr
1Y Returns5.0%

HDFC Index Fund Nifty 50 Plan Direct Growth

Fund Performance: The HDFC Index Fund has given 10.74% annualized returns in the past three years and 11.53% 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 ₹300.

Min Investment Amt₹5,000
AUM₹5,919Cr
1Y Returns1.7%

HDFC Balanced Advantage Fund Direct Plan Growth

Fund Performance: The HDFC Balanced Advantage Fund has given 11.22% annualized returns in the past three years and 10.59% 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 ₹300.

Min Investment Amt₹5,000
AUM₹43,836Cr
1Y Returns9.5%

HDFC Liquid Direct Plan Growth

Fund Performance: The HDFC Liquid Fund has given 4.11% annualized returns in the past three years and 5.32% 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 ₹1,000.

Min Investment Amt₹5,000
AUM₹51,623Cr
1Y Returns3.7%

HDFC Capital Builder Value Fund Direct Plan Growth

Fund Performance: The HDFC Capital Builder Value Fund has given 10.97% annualized returns in the past three years and 10% 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 ₹300.

Min Investment Amt₹5,000
AUM₹5,024Cr
1Y Returns2.1%

HDFC Index S&P BSE Sensex Direct Plan Growth

Fund Performance: The HDFC Index S&P BSE Sensex Fund has given 10.97% annualized returns in the past three years and 12.19% in the last 5 years. The HDFC Index S&P BSE Sensex Fund belongs to 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 ₹5,000 and via SIP is ₹300.

Min Investment Amt₹5,000
AUM₹3,384Cr
1Y Returns2.4%

HDFC Flexi Cap Direct Plan Growth

Fund Performance: The HDFC Flexi Cap Fund has given 11.72% annualized returns in the past three years and 11.74% 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 ₹300.

Min Investment Amt₹5,000
AUM₹27,433Cr
1Y Returns9.2%

HDFC Taxsaver Direct Plan Growth

Fund Performance: The HDFC Taxsaver Fund has given 10.23% annualized returns in the past three years and 8.26% 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₹9,071Cr
1Y Returns9.1%

HDFC Floating Rate Debt Fund Direct Plan Growth

Fund Performance: The HDFC Floating Rate Debt Fund has given 6.38% annualized returns in the past three years and 6.82% 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 ₹300.

Min Investment Amt₹5,000
AUM₹18,174Cr
1Y Returns3.4%

HDFC Hybrid Equity Fund Direct Plan Growth

Fund Performance: The HDFC Hybrid Equity Fund has given 11.41% annualized returns in the past three years and 10.1% 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 ₹300.

Min Investment Amt₹5,000
AUM₹17,762Cr
1Y Returns3.0%

HDFC Arbitrage Fund Wholesale Direct Growth

Fund Performance: The HDFC Arbitrage Fund has given 4.48% annualized returns in the past three years and 5.21% 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 ₹300.

Min Investment Amt₹1,000
AUM₹6,736Cr
1Y Returns3.8%

HDFC Equity Savings Direct Plan Growth

Fund Performance: The HDFC Equity Savings Fund has given 8.72% annualized returns in the past three years and 8.23% 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 ₹300.

Min Investment Amt₹5,000
AUM₹2,536Cr
1Y Returns3.6%

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