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Asset Size:3179Cr
Expense Ratio:1.87%
Fund Manager(s):Prashant Jain,Shobhit Mehrotra,Rakesh Vyas,
5year Returns:9.62%

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HDFC Hybrid Debt Growth

Balanced Debt | Conservative Allocation

Nav : 45.5717 ( -0.22%) April 18th, 2019

People currently viewing this : 1

Rank (of 245)

4

Annualized Returns(5 yrs)

9.62%

Investment Horizon

1-3 Yr

Doubled Money

7yrs 6m

Returns since December 26th, 2003

10.41%

Amount Invested

57.2L

Projected Wealth Gained

51.2L

Projected Maturity Amount

1.1Cr

Balanced Debt | Conservative Allocation

Nav : 45.5717 ( -0.22%) April 18th, 2019

People currently viewing this : 1

Upwardly's Take :

Conservative investors looking for a very little equity exposure should invest in this fund to gain tax benefits with an investment horizon of at least 3 years. Effective tax rate can be lower than 5%.

Ideal for a short term goal like vacation, down-payment for home, wedding and car purchase.

Amount Invested

57.2L

Projected Wealth Gained

51.2L

Projected Maturity Amount

1.1Cr

Rank (of 245)

4

Annualized Returns(5 yrs)

9.62%

Investment Horizon

1-3 Yr

Doubled Money

7yrs 6m

Returns since December 26th, 2003

10.41%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
HDFC
Launch Date
December 26th, 2003
Expense Ratio
1.87%
Fund Category Risk
Moderate
Std Dev (1Yr)
5.624
Std Dev (3Yr)
5.474
Std Dev (5Yr)
6.25
Asset Size
3179Cr
Investment Details
Investment Plan
Growth
Return since Launch
10.41 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
8.58594 %
Modified Duration
3.12
Contact Details
Phone No.
+91 22 66316333