HDFC Hybrid Debt Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Debt-oriented Aggressive
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 3459.79
Expense Ratio
1.22%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 306360
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
45.0698
(0.22 %)
NAV as on 2018-11-14
Returns
Fund
HDFC Hybrid Debt Fund - Direct Plan
1 Year
-0.66%
3 Year
7.77%
5 Year
11.14%
AMC Details
amc launch date
Launch Date
30 Jun 2000
amc sponsor
Sponsor
NA
amc email
Email
cliser@hdfcfund.com
amc phone
Phone
022 - 66316333
amc address
Address
HDFC House, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to generate regular returns through investment primarily in debt and money market instruments. It will also invest in equity and equity related securities to generate long-term capital appreciation.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,988
Portfolio Value
-12
Total Returns