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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 Fund
EquityVery High38.0%3₹25,409
HDFC Short Term Debt Fund
DebtModerate7.3%4₹12,285
HDFC Mid-Cap Opportunities Fund
EquityVery High37.6%4₹52,138
HDFC Top 100 Fund
EquityVery High22.9%4₹27,687
HDFC Index Fund
OtherVery High13.6%3₹10,614
HDFC Balanced Advantage Fund
HybridVery High26.6%5₹63,981
HDFC Liquid Fund
DebtLow to Moderate7.0%3₹48,966
HDFC Capital Builder Value Fund
EquityVery High22.5%2₹6,075
HDFC Index S&P BSE Sensex Fund
OtherVery High12.8%3₹5,853
HDFC Flexi Cap Fund
EquityVery High24.7%4₹42,271
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 37.42% annualized returns in the past three years and 23.33% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹25,409Cr
1Y Returns38.0%

HDFC Short Term Debt Fund Direct Plan Growth

Fund Performance: The HDFC Short Term Debt Fund has given 5.23% annualized returns in the past three years and 7.4% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹12,285Cr
1Y Returns7.3%

HDFC Mid Cap Opportunities Direct Plan Growth

Fund Performance: The HDFC Mid-Cap Opportunities Fund has given 31.76% annualized returns in the past three years and 23.71% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹52,138Cr
1Y Returns37.6%

HDFC Top 100 Fund Direct Plan Growth

Fund Performance: The HDFC Top 100 Fund has given 23.24% annualized returns in the past three years and 16.64% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹27,687Cr
1Y Returns22.9%

HDFC Index Fund Nifty 50 Plan Direct Growth

Fund Performance: The HDFC Index Fund has given 17.19% annualized returns in the past three years and 15.37% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹10,614Cr
1Y Returns13.6%

HDFC Balanced Advantage Fund Direct Plan Growth

Fund Performance: The HDFC Balanced Advantage Fund has given 25.9% annualized returns in the past three years and 18.68% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹63,981Cr
1Y Returns26.6%

HDFC Liquid Direct Plan Growth

Fund Performance: The HDFC Liquid Fund has given 4.98% annualized returns in the past three years and 5.21% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹48,966Cr
1Y Returns7.0%

HDFC Capital Builder Value Fund Direct Plan Growth

Fund Performance: The HDFC Capital Builder Value Fund has given 23.25% annualized returns in the past three years and 16.39% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹6,075Cr
1Y Returns22.5%

HDFC Index S&P BSE Sensex Direct Plan Growth

Fund Performance: The HDFC Index S&P BSE Sensex Fund has given 16.37% annualized returns in the past three years and 15.35% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹5,853Cr
1Y Returns12.8%

HDFC Flexi Cap Direct Plan Growth

Fund Performance: The HDFC Flexi Cap Fund has given 29.1% annualized returns in the past three years and 19.98% 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 ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹42,271Cr
1Y Returns24.7%

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