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HDFC Hybrid Debt Fund - Growth Plan

(Erstwhile HDFC MF Monthly Income Plan-Long Term Plan-Growth Option)

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Category: Hybrid: Conservative
Launch Date: 01-12-2003
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Expense Ratio: 1.72% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,405.22 Cr As on (30-05-2025)
Turn over:
NAV as on 13-06-2025

81.9028

-0.22 (-0.2662%)

CAGR Since Inception

10.29%

NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.41%

PERFORMANCE of HDFC Hybrid Debt Fund - Growth Plan

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Hybrid Debt Fund - Growth Plan 7.11 12.0 12.56 9.17 10.29
Benchmark - - - - -
Hybrid: Conservative 7.51 10.17 10.28 7.93 8.76

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1: Mr.Srinivasan Ramamurthy; FM 2: Mr. Shobhit Mehrotra; FM 3: Mr.Dhruv Muchhal

Investment Objective

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 achieved.

RETURNS CALCULATOR for HDFC Hybrid Debt Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 1.31 2.06 0.52 7.4 9.1
Hybrid: Conservative - - - - - -

PEER COMPARISION of HDFC Hybrid Debt Fund - Growth Plan

Compare SIP Compare Lumpsum
Period
Data as on - 13-06-2025
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 7.11 11.26 12.0 12.56 9.17
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 10.14 11.63 11.09 9.98 7.45
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 9.47 13.46 12.32 0.0 0.0
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.16 11.76 11.13 10.8 9.64
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 8.89 10.13 10.18 12.06 8.78
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 8.74 11.39 11.34 11.88 8.49
Franklin India Debt Hybrid Fund - Growth 28-09-2000 8.49 11.24 10.94 9.68 7.73
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 8.47 8.81 9.28 9.21 5.71
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 8.17 9.73 9.62 9.47 8.18
LIC MF Conservative Hybrid Fund-Regular Plan-Growth 01-06-1998 7.72 7.82 7.9 7.08 6.57

PORTFOLIO ANALYSIS of HDFC Hybrid Debt Fund - Growth Plan

Asset Allocation (%)