HomeMutual FundsHDFC Hybrid Debt Growth

Overview (as on 09 Apr 2021)

NAV

₹54.2405

1y returns

22.106%

Fund AUM

₹2,434 Cr

Expense Ratio

1.89%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
HDFC Hybrid Debt Growth
₹0
-Infinity% projected returns
ICICI Prudential Regular Savings Fund Growth
₹0
-Infinity% projected returns
Nippon India Hybrid Bond Fund Growth
₹0
-Infinity% projected returns
SBI Debt Hybrid Fund Regular Growth
₹0
-Infinity% projected returns
UTI Regular Savings Fund Regluar Plan Growth
₹0
-Infinity% projected returns
Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (23.25%)
Debt & Cash (76.75%)
Sector Allocation
Financial Services
29.55%
Industrials
16.50%
Health
10.10%
Utilities
9.84%
Tech
9.03%
Defensive
7.36%
Energy
7.13%
Basic Materials
7.03%
Communication
3.45%
Consumer
0.00%
Size Breakup
Large Cap
72.23%
Mid Cap
16.53%
Small Cap
11.24%

Key Metrics

Yield to Maturity 

8.3%

Modified Duration 

3.52 yr

Sharpe Ratio 

0.03

Std deviation 

6.58%

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"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."
Scheme Name
HDFC Hybrid Debt Growth
Scheme Document
Click Here
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
26 December, 2003
Fund Manager
Shobhit Mehrotra
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Peer Funds

ICICI Prudential Regular Savings Fund Growth  

HybridConservative AllocationRegularHigh Risk

1 yr returns

17.37%

AUM

₹3,006 Cr

Expense Ratio

1.79%

UTI Regular Savings Fund Regluar Plan Growth  

HybridConservative AllocationRegularModerately High risk

1 yr returns

23.95%

AUM

₹1,614 Cr

Expense Ratio

1.8%

Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth  

HybridConservative AllocationRegularModerately High risk

1 yr returns

29.22%

AUM

₹1,202 Cr

Expense Ratio

2.01%

SBI Debt Hybrid Fund Regular Growth  

HybridConservative AllocationRegularModerately High risk

1 yr returns

23.90%

AUM

₹1,074 Cr

Expense Ratio

1.24%

Nippon India Hybrid Bond Fund Growth  

HybridConservative AllocationRegularVery High Risk

1 yr returns

12.43%

AUM

₹835 Cr

Expense Ratio

1.9%

HDFC Hybrid Debt Growth

NAV

₹54.2405

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Shobhit Mehrotra
Shobhit Mehrotra

leader

Qualifications
B. Text., M.S. MBA (Clemson University, SC, USA)
Work Experience
"Mr. Shobhit Mehrotra is the Senior Fund Manager - Fixed Income and Head of Credit. He has over 25 years of experience in Fixed Income markets, Fixed Income Dealing and credit rating. Previously he worked for Franklin Templeton Asset Management as AVP & Portfolio Manager (Fixed Income) and ICRA Ltd. as Business/Investment Analyst, Member Executive Committee. Mr. Mehrotra has a B. Tech, M.S MBA from Clemon University, SC, USA"
Anand Laddha
Anand Laddha

manager

Work Experience
"null"
Prashant Jain
Prashant Jain

leader

Qualifications
CFA - AIMR, USA, PGDM-IIM Bangalore, B.Tech. - IIT, Kanpur
Work Experience
"Mr. Prashant Jain is the Executive Director & Chief Investment Officer of HDFC Asset Management Company. He is 27 years of experience in fund management and research in the Mutual Fund industry. His prior assignments include Zurich Asset Management Company (India) Private Limited and Chief Investment Officer of SBI Mutual Funds. Mr. Jain has a PGDM from IIM Bangalore, B. Tech from IIT, Kanpur and is also CFA Charterholder."
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