HDFC Hybrid Debt Fund - Growth Plan
(Erstwhile HDFC MF Monthly Income Plan-Long Term Plan-Growth Option)
Category: Hybrid: Conservative |
Launch Date: 01-12-2003 |
Asset Class: Mixed Asset |
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 |
Expense Ratio: 1.76% As on (31-10-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 3,342.03 Cr As on (30-09-2024) |
Turn over: - |
79.2113
-0.07 (-0.0927%)
10.42%
NIFTY 50 Hybrid Composite Debt 15:85 9.9%
PERFORMANCE of HDFC Hybrid Debt Fund - Growth Plan
Scheme Performance (%)
Data as on - 08-11-2024Yearly Performance (%)
Fund Managers
Shobhit Mehrotra, Srinivasan Ramamurthy, Dhruv Muchhal
Investment 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.
RETURNS CALCULATOR for HDFC Hybrid Debt Fund - Growth Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of HDFC Hybrid Debt Fund - Growth Plan
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HDFC Hybrid Debt Fund - Growth Plan | 3.8 | 0.86 | 2.11 | 0.23 | 7.41 | 8.2 |
Hybrid: Conservative | - | - | - | - | - | - |
PEER COMPARISION of HDFC Hybrid Debt Fund - Growth Plan
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
HDFC Hybrid Debt Fund - Growth Plan | 01-12-2003 | 15.19 | 12.72 | 9.77 | 11.04 | 9.0 |
HSBC Conservative Hybrid Fund - Regular Growth | 24-02-2004 | 17.08 | 12.73 | 8.14 | 9.04 | 7.78 |
Kotak Debt Hybrid - Growth | 02-12-2003 | 16.7 | 12.65 | 9.29 | 11.52 | 9.73 |
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 05-05-2021 | 16.04 | 14.01 | 11.09 | 0.0 | 0.0 |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option | 16-12-2003 | 15.62 | 11.8 | 8.38 | 10.15 | 8.56 |
SBI Conservative Hybrid Fund - Regular Plan - Growth | 25-03-2001 | 14.43 | 12.16 | 9.42 | 11.3 | 9.49 |
DSP Regular Savings Fund- Regular Plan - Growth | 11-06-2004 | 14.36 | 11.76 | 8.45 | 8.73 | 7.19 |
ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 14.32 | 11.33 | 8.92 | 9.88 | 9.58 |
Franklin India Debt Hybrid Fund - Growth | 28-09-2000 | 13.91 | 10.97 | 7.94 | 8.31 | 7.77 |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | 22-05-2004 | 13.42 | 10.04 | 8.19 | 9.71 | 8.9 |