HDFC Hybrid Mutual Funds', offer 0 different types of mutual fund schemes under the hybrid mutual fund category. The total AUM belonging to these hybrid funds as on October 2024 is Rs 777480.87300009 crores. The HDFC hybrid schemes include balanced funds, multi-asset allocation funds, balanced advantage funds, equity savings funds, and arbitrage funds.
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Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
9.934% | 10.477% | ||
12.536% | 15.651% | ||
9.837% | 9.713% | ||
20.893% | 18.608% | ||
12.57% | 10.548% | ||
- | 53.058% | ||
- | 58.874% |
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The tax on HDFC MF Hybrid funds depends on the percentage of exposure of the scheme towards equity and debt. If the scheme is exposed to equities of more than 65%, then the tax treatment is similar to that of an equity fund. Otherwise, the tax treatment will be similar to that of debt funds. Therefore, the following table shows the taxation of HDFC Hybrid Mutual Funds –
Funds | Short Term Capital Gains (STCG) | Long Term Capital Gains (LTCG) |
Equity oriented fund | Holding Period: less than 12 monthsTax: at 15% flat in investor’s hands irrespective of the income tax slab rate. | Holding period: 12 months or moreTax: Capital gains up to Rs. 1 lakh are exempted. Above Rs. 1 lakh is taxable at 10% |
Debt-oriented Fund | Holding Period: less than 36 monthsTax: The capital gains are added to the overall income and taxed as per the individual income tax slab rate. | Holding Period: 36 months or moreTax: Capital gains are taxable at 20% with indexation. |
Recommended: To visit and learn more about Tax on Mutual Funds