HDFC Hybrid Debt Fund Direct Plan Monthly Reinvestment of Income Distribution cum Capital Wdrl Opt

HDFC Hybrid Debt Fund Direct Plan Monthly Reinvestment of Income Distribution cum Capital Wdrl Opt is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Srinivasan Ramamurthy, Shobhit Mehrotra. This fund gives you the benefit of diversification.

1. HDFC Hybrid Debt Fund Direct Plan Monthly Reinvestment of Income Distribution cum Capital Wdrl Opt has ₹3113 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 1.2.
   

HDFC Hybrid Debt Fund Direct Plan Monthly Reinvestment of Income Distribution cum Capital Wdrl Opt has given a CAGR return of 8.36% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.53%, 12.05% and 13.54% respectively.

HDFC Hybrid Debt Fund Direct Plan Monthly Reinvestment of Income Distribution cum Capital Wdrl Opt has allocated its funds majorly in Government, Financial Services, Corporate, Health, Energy, Tech, Industrial, Consumer Cyclical, Utilities, Communication, Cash Equivalent, Consumer Defensive, Securitize, Basic Materials.

As it is a conservative allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.There is no assurance that the investment objective of the Scheme will be realized.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 0.00. HDFC Hybrid Debt Fund Direct Plan Monthly Reinvestment of Income Distribution cum Capital Wdrl Opt has no lock in period.