- Rating 4
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)3340.06
- CAGR 3.03%
- Exit Load1.00%
- Expense ratio1.75%
- CategoryHybrid
- Min Investment100
- Min SIP100
- Launch Date2003-12-26
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 3340.06 crores & has delivered CAGR of 9.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.75%. 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 & Good respectively.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Biotechnology & Drugs.
Some of the similar funds are ICICI Prudential Regular Savings Fund Growth, HDFC Hybrid Debt Fund Growth, Kotak Debt Hybrid Growth, UTI Conservative Hybrid Fund Regluar Plan Growth, Parag Parikh Conservative Hybrid Fund Regular Growth. HDFC Hybrid Debt Fund Growth has a sharpe ratio of 0.42 & a standard deviation of 4.56%.