HDFC Hybrid Debt Fund - Growth Plan

(Erstwhile HDFC MF Monthly Income Plan-Long Term Plan-Growth Option)

Category: Hybrid: Conservative
Launch Date: 26-12-2003
Asset Class: Mixed Asset
Benchmark: Not Available
Expense Ratio: 1.87% As on ( 28-02-2019)
Status: Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,179.35 Cr As on ( 31-03-2019)
Turn over: 0.0
NAV as on 18-04-2019

45.5717

-0.1 ( -0.2247% )

CAGR Since Inception

10.41%

PERFORMANCE of HDFC Hybrid Debt Fund - Growth Plan

Scheme Performance (%) Data as on - 18-04-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Hybrid Debt Fund - Growth Plan 4.61 8.14 9.62 10.35 10.41
Benchmark - - - - -
Hybrid: Conservative 3.96 7.42 8.82 8.64 7.94

Yearly Performance (%)

Fund Managers

Mr. Prashant Jain, Mr. Shobhit Mehrotra, Mr. Rakesh Vyas

Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA. Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.

Investment Objective

The scheme aims to generate regular returns through investment primarily in debt and money market instruments. It will also invest in equity and equity related securities to generate long-term capital appreciation.

RETURNS CALCULATOR for HDFC Hybrid Debt Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of HDFC Hybrid Debt Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Hybrid Debt Fund - Growth Plan 5.89 1.37 3.74 0.84 7.79 9.35
Hybrid: Conservative - - - - - -

PEER COMPARISION of HDFC Hybrid Debt Fund - Growth Plan

Period
Data as on - 18-04-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Hybrid Debt Fund - Growth Plan 26-12-2003 4.61 4.61 8.14 9.62 10.35
ICICI Prudential Regular Savings Fund - Plan - Growth 30-03-2004 6.91 7.85 10.21 11.45 10.68
DHFL Pramerica Hybrid Debt Fund - Growth 02-11-2007 6.71 6.41 7.75 7.7 6.92
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 24-04-1988 6.54 5.31 7.05 8.24 9.01
Reliance Hybrid Bond Fund-Growth Plan 29-12-2003 5.94 6.05 7.73 9.78 9.8
Invesco India Regular Savings Fund - Growth 01-06-2010 5.8 5.7 7.58 7.14 0.0
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 08-09-2004 5.52 5.62 6.83 8.12 6.82
BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 5.23 5.83 7.23 8.75 7.72
Essel Regular Savings Fund-Growth 29-07-2010 5.03 4.92 6.49 7.72 0.0
Franklin India Debt Hybrid Fund - Growth 28-09-2000 4.99 5.3 6.58 9.33 9.21

PORTFOLIO ANALYSIS of HDFC Hybrid Debt Fund - Growth Plan

Asset Allocation (%)

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