HDFC Hybrid Debt Direct Plan
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.
Suitability
This product is suitable for investors who are seeking
• regular income over medium to long term.
• investment in debt and money market instruments as well as equity and equity related instruments.
Fund Info
| Scheme Class | Hybrid |
| Scheme Category | Conservative Allocation |
| Benchmark Type | Crisil MIP Blended Index |
| Expense Ratio | 1.39% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 3,061 |
| AMC AUM (in Crs.) | ₹ 3,42,291 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.64% | |
| 100 | 100 | 5.3% | |
| 100 | 100 | 5.3% | |
| 1000 | 1000 | 8.08% | |
| 1000 | 1000 | 8.97% | |
| 500 | 500 | 9.63% | |
| 500 | 500 | 5.57% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Net Current Assets | Cash | 6 |
| POWER FINANCE CORPORATION LIMITED | Bond - Corporate Bond | 3 |
| Tata Capital Financial Services Limited | Bond - Corporate Bond | 3 |
| Reliance Industries Limited | Bond - Corporate Bond | 3 |
| 7.35% Govt Stock 2024 | Bond - Gov't Treasury | 2 |
| State Bank of India | Equity | 2 |
| Punjab National Bank | Bond - Corporate Bond | 2 |
| State Bank Of India | Bond - Corporate Bond | 2 |
| ICICI Bank Ltd | Equity | 2 |
| 7.26% Govt Stock 2029 | Bond - Gov't Treasury | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 60 |
| Equity | 25 |
| Bond - Gov't Treasury | 7 |
| Cash | 6 |
| Cash - Commercial Paper | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 60 |
| Banks - Regional - Asia | 9 |
| Bond - Gov't Treasury | 7 |
| Cash | 6 |
| Information Technology Services | 3 |
HDFC Mutual Fund
AUM
₹3,42,291 Cr
About
Launched in December 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.##HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.
Email
cliser@hdfcfund.com
Phone
1800 3010 6767
Address
2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
HDFC Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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