HDFC Hybrid Debt Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 17.73 | 11.73 | 10.6 | 9.39 |
Average Rolling Returns(%) | 10.94 | 9.99 | 9.07 | 9.90 |
The Current NAV of HDFC Hybrid Debt Fund - Growth - Direct Plan is ₹78.75.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
HDFC Hybrid Debt Fund - Growth - Direct Plan fund’s expense ratio is 1.19%
The process for redemption is
The AUM of HDFC Hybrid Debt Fund - Growth - Direct Plan is currently ₹3,103 Crores.
The Top three stocks are ICICI Bank, SBI and HDFC Bank and account for 5% of its portfolio. Top 5 and 10 stocks of fund account for 7% and 12% of fund’s portfolio respectively.
Top three sectors of HDFC Hybrid Debt Fund - Growth - Direct Plan fund are Others, BFSI and Miscellaneous accounting for 84% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Conservative Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Hybrid Debt Fund - Growth - Direct Plan Fund is Hybrid - Conservative Hybrid Fund.
Srinivasan Ramamurthy and Shobhit Mehrotra manage the HDFC Hybrid Debt Fund - Growth - Direct Plan Fund.
HDFC Hybrid Debt Fund - Growth - Direct Plan current PE ratio is 26.77 and PB ratio is 4.58
The asset allocation of HDFC Hybrid Debt Fund - Growth - Direct Plan is Stocks : 22.92%, Debt : 76.39% and Gold : 0.95%
The minimum SIP amount for HDFC Hybrid Debt Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Hybrid Debt Fund - Growth - Direct Plan is Nil for 15% of investment and 1% for remaining Investment on or before 1 year, Nil after 1 year