HDFC Hybrid Debt Fund - Growth Plan

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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: 1.74% As on (31-08-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 334.26 Cr As on (29-08-2025)
Turn over:

NAV as on 07-10-2025

82.6248

0.06 (0.0782%)

CAGR Since Inception

10.17%

NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.49%

PERFORMANCE of HDFC Hybrid Debt Fund - Growth Plan

Scheme Performance (%) Data as on - 07-10-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HDFC Hybrid Debt Fund - Growth Plan	4.52	10.61	11.41	8.77	10.17
Benchmark	-	-	-	-	-
Hybrid: Conservative	5.42	9.21	9.35	7.63	8.67

Yearly Performance (%)

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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.

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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	1.09	3.85	0.09	7.4	9.1
Hybrid: Conservative	-	-	-	-	-	-

PEER COMPARISION of HDFC Hybrid Debt Fund - Growth Plan

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Period

Data as on - 07-10-2025

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	4.52	9.9	10.61	11.41	8.77
Nippon India Conservative Hybrid Fund-Growth Plan	29-12-2003	8.31	9.04	9.13	8.97	5.56
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	22-05-2004	7.45	10.2	9.36	10.92	8.48
ICICI Prudential Regular Savings Fund - Plan - Growth	10-03-2004	7.36	11.07	10.38	9.92	9.35
HSBC Conservative Hybrid Fund - Regular Growth	24-02-2004	7.12	11.69	10.96	9.18	7.64
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth	05-05-2021	7.07	11.93	12.0	0.0	0.0
DSP Regular Savings Fund- Regular Plan - Growth	11-06-2004	6.24	10.89	10.24	8.99	7.16
Franklin India Conservative Hybrid Fund - Growth	28-09-2000	6.15	10.15	9.78	9.06	7.49
SBI Conservative Hybrid Fund - Regular Plan - Growth	25-03-2001	5.45	9.76	10.04	11.2	8.92
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option	24-04-1988	5.23	9.13	8.65	8.48	7.84

PORTFOLIO ANALYSIS of HDFC Hybrid Debt Fund - Growth Plan

Asset Allocation (%)