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 Type
Open-ended
Scheme Category
Conservative Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 3119.2
Expense Ratio
1.18%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Conservative Allocation |
| Benchmark Type | Crisil MIP Blended Index |
| Scheme AUM (in Crs.) | ₹ 3119.2 |
| Expense Ratio | 1.18% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 334964 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
GOI
GOI Sec
3.49
Food Corporation of India
Bonds
2.99
GOI
GOI Sec
2.85
GOI
GOI Sec
2.80
Reliance Jio Infocomm Ltd.
NCD
2.78
GOI
GOI Sec
2.75
GOI
CGL
2.51
GOI
GOI Sec
2.41
GOI
GOI Sec
2.28
Infosys Ltd.
Equity
2.18
Asset Allocation(%)
Net Current Assets
8.88
Equity
23.33
GOI Securities
20.51
Bonds
15.60
Debenture
10.72
Sector Allocation(%)
Sector
Percent
Financial
8.38
Construction
3.27
Energy
2.86
Technology
2.80
Engineering
1.44
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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