HDFC Hybrid Debt Fund Growth

• Alpha -2.75%
• Beta 1.29
• Sharpe Ratio0.73
• Std Deviation 4.05%
• Tracking Error 4.44%

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 realized.

The HDFC Hybrid Debt Fund Growth has an AUM of 3236.56 crores & has delivered CAGR of 12.79% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.73%. The minimum investment in HDFC Hybrid Debt Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Low & High respectively.

The top holdings of the fund include 7.09% Govt Stock 2054, 7.34% Govt Stock 2064, 7.23% Government Of India (15/04/2039) & 7.3% Govt Stock 2053.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Oil & Gas Operations.

Some of the similar funds are Parag Parikh Conservative Hybrid Fund Regular Growth, SBI Conservative Hybrid Fund Regular Growth, HDFC Hybrid Debt Fund Growth, ICICI Prudential Regular Savings Fund Growth, Kotak Debt Hybrid Growth. HDFC Hybrid Debt Fund Growth has a sharpe ratio of 0.73 & a standard deviation of 4.05%.