Overview (as on 04 Aug 2021)

NAV

₹60.3177

1y returns

21.715%

Fund AUM

₹2,525 Cr

Expense Ratio

1.46%

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
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
32.66%
Industrials
18.19%
Utilities
14.82%
Health
8.00%
Energy
7.60%
Tech
6.81%
Defensive
4.35%
Communication
2.80%
Basic Materials
2.64%
Consumer
2.12%
Size Breakup
Large Cap
68.11%
Mid Cap
18.59%
Small Cap
13.29%

Key Metrics

Yield to Maturity 

6.33%

Modified Duration 

3.08 yr

Sharpe Ratio 

0.51

Std deviation 

6.18%

Holdings

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 Fund Direct Plan Growth Option
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Anand Laddha
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
cliser@hdfcfund.com
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Peer Funds

HDFC Hybrid Debt Fund Direct Plan Growth Option

NAV

₹60.3177

INDmoney Analysis

    success

    Fund is in Top 30 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

Anand Laddha
Anand Laddha

manager

Work Experience
"null"
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"
Sankalp Baid
Sankalp Baid

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."

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Marketing and distribution of various financial products such as loans, deposits and Insurance are powered by Finzoomers Services Private Limited.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]

Finzoomers Services Private Limited - [Registered address: 624-625, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector - 65 Gurugram – HR- 122005] [IRDAI Corporate Agent (Composite) Registration No- CA0744 Validity till - 02/03/2024] [Principal Officer- Mr. Ankur Goyal, Principal Officer email id- po@finzoomers.in] [CIN: U74990HR2020PTC086201] [GST No: 06AAECF0692E1ZV] [Email id: insurancesupport@indmoney.com]