HDFC Hybrid Debt Fund - Growth Plan

3
Conservative NAV 66.0759 0 07 June, 2023

Fund Details

Category Conservative
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 December, 2003
Benchmark NIFTY 50 Hybrid Composite Debt 15:85
Asset Size(Cr) 2728.96 (As on 31-03-2023)
Turn over 11.39%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 0
Exit Load For units in excess of 15% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.83% (As on 31-01-2023)
Fund Manager Shobhit Mehrotra, Srinivasan Ramamurthy, Priya Ranjan

Investment Returns (As on 07 Jun, 2023)

Duration Returns Benchmark Category
1 W 0.75% 0.5% 0.55%
1 M 2.34% 2.56% 1.65%
3 M 2.79% 3.36% 1.97%
6 M 4.58% 6.35% 2.89%
1 Y 8.69% 7.87% 5.59%
2 Y 9.29% 4.87% 7.5%
3 Y 12.95% 4.97% 10.34%
5 Y 8.46% 7.61% 6.5%

Risk Mesasures (As on 07 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund 4.99 1.67 3.49 0.76
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 4.66%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HDFC Hybrid Debt Fund - Growth Plan 8.69% 12.95% 8.46%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 5.02% 13.87% 6.84%
Nippon India Hybrid Bond Fund-Growth Plan 7.56% 9.24% 3.23%
Axis Regular Saver Fund - Regular Plan - Growth Option 3.57% 9.1% 6.02%
DSP Regular Savings Fund- Regular Plan - Growth 4.79% 8.9% 4.8%

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