Hybrid_1

HDFC

Hybrid Debt Fund

Hybrid

An open ended hybrid scheme which aims to generate income/capital appreciation by investing primarily in debt securities and money market instruments while having a moderate exposure to equities.

The Fund will invest 75-90% of the portfolio in debt and money market instruments. It will retain the flexibility to invest in the entire range of debt securities (including securitised debt) and money market instruments. Investment in debt securities will be guided by credit quality, liquidity, interest rates and their outlook.

The balance will normally be invested in equity. The equity strategy will be to build a portfolio of companies diversified across major industries, economic sectors and market capitalization that offer an acceptable risk reward balance.

Performance

No data available
Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
Additional Benchmark (Rs.)##
  • ^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # NIFTY 50 Hybrid Composite ...Read More

Fund Managers

Mr. Srinivasan Ramamurthy

Senior Fund Manager - Equities

Mr. Shobhit Mehrotra

Senior Fund Manager - Fixed Income and Head of Credit

OVERSEAS

Mr. Dhruv Muchhal

Equity Analyst and Fund Manager for Overseas Investments

Top 10 Holdings

As on 31 Jul 2025

Downloads

HDFC Hybrid Debt Fund

image

SID - HDFC Hybrid Debt Fund dated May 30, 2025

image

KIM - HDFC Hybrid Debt Fund dated May 30, 2025

image

Fund Facts - HDFC Hybrid Debt Fund_July 25

image

Leaflet

Exit Load

  • In respect of each purchase/switch-in of Units, 15% of the units (“the limit”) may be redeemed without any exit load from the date of allotment.
  • Any redemption in excess of the limit shall be subject to the following exit load:
  • Exit load of 1.00% is payable if Units are redeemed/switched-out within 1 year from thedate of allotment of units.
  • No Exit Load is payable if Units are redeemed/switched-out after 1 year from the date of allotment.
  • No Entry/Exit Load shall be levied on bonus units and units allotted on dividend reinvestment.

Product Labelling

Risk Icon

Benchmark Riskometer

moderately high

This product is suitable for investors who are seeking~

  • to generate long-term income/capital appreciation
  • investments primarily in debt securities, money market instruments and moderate exposure to equities

~Investors should consult their financial advisers if in doubt about whether the product is suitable for them.