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Morningstar® Fund Report™

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Performance

Risk and Rating

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Methodology

Glossary

HDFC Hybrid Debt Fund Growth

Morningstar Rating™ (Relative to Category)	30/04/2024
Morningstar Return Morningstar Risk (Rel to Cat) Morningstar Rating™ 3-Year Above Average Average 5-Year Above Average Average 10-Year High Above Average Overall High Above Average
Category:  Conservative Allocation	Click here to see our Methodology

Volatility Measurements	30/04/2024
Volatility 4.02 % 3-Yr Mean Return 11.42 %   Sharpe Ratio 1.37

Modern Portfolio Statistics		-
	Standard Index	Best Fit Index
	CRISIL Hybrid 85+15 - ConservativeTR INR
R-Squared	71.72	-
3-Yr Beta	1.05	-
3-Yr Alpha	3.63	-

Return/Risk Analysis			30/04/2024
Risk Measurement	1 Year	3 Years	5 Years
Standard Deviation	3.25	4.02	5.53
Sharpe Ratio	2.46	1.37	0.98
Sortino Ratio	-	-	-
Positive Months	11	27	44
Negative Months	1	9	16
Worst Month	-0.72	-1.14	-6.31