HDFC Hybrid Debt Fund - IDCW Quarterly

HDFC Hybrid Debt Fund - IDCW Quarterly is a scheme launched by HDFC Mutual Fund on December 26, 2003, and falls under the Conservative fund category. It currently manages an AUM of Rs 3,347.8 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.77% for managing the portfolio.

• Investing Strategy:

  To generate income / capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.

• Performance:

  HDFC Hybrid Debt Fund - IDCW Quarterly trailing returns over different times are -3.25% (1 year), 2.27% (3 year) and 3.23% (5 year). The average annual return of this fund stands at -1.03%.