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HDFC Hybrid Debt Fund - Growth Plan
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 60/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)8.17%
- Expense ratio (20%)1.17%
- AUM (15%)₹3,265 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HDFC Mutual Fund · Hybrid · Conservative Hybrid
₹84.15
AUM: ₹3,264 Cr
NAV updated 28 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.17%
Exit Load
Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year
Fund Manager
Prashant Jain, Shobhit Mehrotra
Inception
Jan 2013
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Sharpe Ratio
-0.78
Std Dev (1Y)
3.99%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.14%
3m
+2.17%
6m
+1.51%
1y
+2.83%
3y
+8.17%
5y
+8.46%
10y
+8.64%
since inception
+9.33%
TopFund's Take on HDFC Hybrid Debt Fund - Growth Plan
HDFC Hybrid Debt Fund - Growth Plan sits in the middle of the pack for Conservative Hybrid funds, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 60/100.
Cost: At 1.17%, the expense ratio runs 41% above the Conservative Hybrid category average of 0.83%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.78 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 3.99% is on the lower side for a Conservative Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about HDFC Hybrid Debt Fund - Growth Plan
The current NAV (Net Asset Value) of HDFC Hybrid Debt Fund - Growth Plan is ₹84.15. NAV is updated every business day after market close by AMFI.
1Y: 2.83% · 3Y CAGR: 8.17% · 5Y CAGR: 8.46%
The expense ratio of HDFC Hybrid Debt Fund - Growth Plan is 1.17% per annum. This is the annual fee charged by the fund to manage your investment.
HDFC Hybrid Debt Fund - Growth Plan is managed by Prashant Jain, Shobhit Mehrotra at HDFC Mutual Fund.
HDFC Hybrid Debt Fund - Growth Plan is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
HDFC Hybrid Debt Fund - Growth Plan is a Conservative Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HDFC Hybrid Debt Fund - Growth Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of HDFC Hybrid Debt Fund - Growth Plan is ₹3,265 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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