HDFC Conservative Hybrid Fund - Direct Plan has delivered 41.54% absolute return over the last 5 years.
The average return for Conservative funds is 39.69% .
This fund ranks #6 in its category based on 5-year returns.
The largest portfolio holding is 734% GOI MAT 220464 with a portfolio weight of 3.94% .
The fund currently owns more than 112 stocks.
The top 10 holdings account for 26.94% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.67% | 1.87% |
| 2 Year Return | 23.33% | 9.61% |
| 3 Year Return | 44.11% | 18.38% |
| 4 Year Return | 76.17% | 30.63% |
| 5 Year Return | 93.87% | 39.69% |
| 6 Year Return | 100.14% | 55.69% |
| 7 Year Return | 160.33% | 69.93% |
| Expense Ratio | 1.16% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
3.94%
|
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| 2 |
3.17%
|
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| 3 |
2.98%
|
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| 4 |
2.86%
|
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| 5 | Finance - Term Lending Institutions |
2.53%
|
|
| 6 |
2.37%
|
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| 7 |
2.33%
|
||
| 8 |
2.29%
|
||
| 9 |
2.28%
|
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| 10 |
2.19%
|
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| 11 | Financials |
2.18%
|
|
| 12 |
1.68%
|
AMC: HDFC
Category: Hybrid • Conservative
Launch Date: 01 Jan 2013
Fund Manager: Mr. Srinivasan Ramamurthy
Minimum Purchase: ₹100
Exit Load: In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment. Any redemption in excess of the above 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 the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Lock-in: 1
Risk: Low Risk
HDFC Conservative Hybrid Fund - Direct Plan is managed by HDFC and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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