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HybridConservative Hybrid FundDirect · Growth

HDFC Hybrid Debt Fund - Growth Option - Direct Plan

HDFC · Scheme 119118

90.28 0.07%NAV · 2026-08-05
67
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
8.3%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.12%
3 Months+2.51%
6 Months+1.58%
1 Year+3.19%
3 Years (CAGR)+8.31%
5 Years (CAGR)+8.40%
10 Years (CAGR)+8.70%
Since Launch+9.45%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns34
Consistency90
Risk-adjusted44
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 68% of windows
  • Volatility: 5% annualised
  • Max drawdown: -12%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +8.3%
  • 5Y CAGR: +8.4%
  • Sharpe ratio: 0.59
  • Sortino ratio: 0.72

Risk metrics

Sharpe ratio
0.59
Sortino ratio
0.72
Volatility
5.18%
Max drawdown
-12.08%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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