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HDFC Hybrid Debt Fund - Growth Plan
Invest Now
Fund Manager: FM 1: Mr.Srinivasan Ramamurthy; FM 2: Mr. Shobhit Mehrotra; FM 3: Mr.Dhruv Muchhal |
Hybrid: Conservative |
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
NAV as on 08-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
10.2%
Inception Date
Dec 01, 2003
Expense Ratio
1.74%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
moderately high
Investment Objective : To generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.There is no assurance that the investment objective of the Scheme will be achieved.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 0.38 | 3.42 | 4.62 | 10.53 | 11.31 | 8.68 |
| AK Hybrid Balanced TRI | -3.19 | -3.77 | 5.5 | 9.65 | 12.81 | 9.23 |
| Hybrid: Conservative | 1.43 | 3.74 | 5.76 | 8.92 | 9.36 | 7.55 |
| Rank within Category | 17 | 11 | 16 | 2 | 1 | 4 |
| Number of Funds within Category | 19 | 19 | 19 | 19 | 18 | 18 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| HDFC Hybrid Debt Fund - Growth Plan | 340.13 | 1.74 | 4.62 | 10.53 | 11.31 | 8.68 |
| Nippon India Conservative Hybrid Fund-Growth Plan | 89.51 | 1.89 | 8.11 | 8.78 | 8.88 | 5.46 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | 139.13 | 1.92 | 7.99 | 9.02 | 11.06 | 8.3 |
| Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 275.56 | 0.64 | 7.36 | 11.5 | 0.0 | 0.0 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 322 | 1.72 | 7.16 | 10.21 | 10.04 | 9.31 |
| DSP Regular Savings Fund- Regular Plan - Growth | 17.41 | 1.16 | 7.04 | 9.98 | 9.16 | 7.05 |
| HSBC Conservative Hybrid Fund - Regular Growth | 16.34 | 2.17 | 6.76 | 10.2 | 9.08 | 7.58 |
| Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | 95.55 | 1.84 | 6.47 | 8.47 | 8.65 | 7.76 |
| Franklin India Conservative Hybrid Fund - Growth | 20.55 | 1.42 | 6.41 | 9.66 | 8.96 | 7.39 |
| UTI Conservative Hybrid Fund - Regular Plan - Growth Option | 170.58 | 1.82 | 6.19 | 9.89 | 10.8 | 8.16 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 3.84 | 12.97 | 10.81 | 0.59 | 6.63 | 10.17 | 13.36 | 6.0 | 13.92 | 3.24 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Hybrid: Conservative | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.