- Mutual Funds
- HDFC Mutual Fund
- HDFC Hybrid Debt Fund Regular Growth
HDFC Hybrid Debt Fund Regular Plan Growth
₹ 79.5998
NAV (Oct 15)
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 79.5998
NAV (Oct 15)
Fund Returns
Last 1Y | 16% |
Last 3Y | 9.9% |
Last 5Y | 11.6% |
Last 10Y | 9.4% |
Since Inception | 10.5% |
6 Month CAGR | 6.9% |
Scheme Information
The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.
Expense Ratio | 1.76 |
Launched (0y ago) | 1.76 |
AUM in Crores | 3342 |
ISIN | INF179K01AE4 |
Lock-in | - |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 3.9 |
Beta | 0.6 |
Sharpe Ratio | 1.3 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Hybrid Debt Fund (G) | 9,74,600 | 2,41,988 | 11.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Sikka Ports and Terminals Ltd.
3%GOI
2.3%HDFC Bank Ltd.
2.3%GOI
2.2%ICICI Bank Ltd.
2.2%Allocation by Sector
Financial
7.8%Energy
4.4%Technology
2.5%Healthcare
2.4%Capital Goods
1.2%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 5.9% | ||
15.2% | 6.7% | ||
20.6% | 13.3% | ||
6.5% | 7.8% | ||
6% | 8.1% |
HDFC Hybrid Debt Fund Regular Plan Growth Review
HDFC Hybrid Debt Fund Regular Plan Growth is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 10.475% over a period of 20 years. The fund is managed by HDFC Mutual Fund. The fund managers are Dhruv Muchhal, Shobhit Mehrotra, Srinivasan Ramamurthy.
Nav of HDFC Hybrid Debt Fund as of 10/15/2024 is ₹79.60 with the total AUM as of 10/16/2024 is ₹3342.0323. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Hybrid Debt Fund was launched on 2003-12-26. The category risk of the fund is Average.
The minimum SIP amount for HDFC Hybrid Debt Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HDFC Hybrid Debt Fund?
How to invest in HDFC Hybrid Debt Fund?
You can invest in HDFC Hybrid Debt Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Hybrid Debt Fund?
The minimum sip amount for HDFC Hybrid Debt Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Hybrid Debt Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Hybrid Debt Fund Regular Plan Growth?
The expense ratio of the HDFC Hybrid Debt Fund Regular Growth is 1.76% for regular plan.
What is the NAV of HDFC Hybrid Debt Fund?
Today's HDFC Hybrid Debt Fund Regular Growth NAV is ₹79.60.