₹ 13.304
NAV (Feb 25)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
3 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
16,618 Cr. Category leader in size
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
The investment objective of the Scheme is to generate capital appreciation / income from a portfolio,predominantly of equity & equity related instruments. The Scheme will also invest in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
1.77 %
Expense Ratio
Jun 01, 2018
Launched (3y ago)
₹ 16,618
AUM in Crores
INF179K01AR6
ISIN
No Lock-in
Lock-in
Nifty Composite Debt Index PR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
About the AMC
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 428,199 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 32 equity,111 debt and 29 hybrid funds.
Index Funds
Recommended
Top Ranked
₹ 2,343 Cr
Fund Size
13.7%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 17,715 Cr
Fund Size
10.1%
3Y returns
Large Cap
Top Ranked
₹ 17,715 Cr
Fund Size
9%
3Y returns
Large Cap
Top Ranked
₹ 17,715 Cr
Fund Size
9%
3Y returns
Mid Cap
Top Ranked
₹ 23,988 Cr
Fund Size
8.8%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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HDFC Hybrid Eq fund (DR-Q) is a aggressive hybrid hybrid fund and has delivered an annualised return of 8.7% over a period of 3 years ..The fund is managed by HDFC Asset Management Company Limited.The fund managers are Anand Laddha, Chirag Dagli, Chirag Setalvad
The investment objective of the Scheme is to generate capital appreciation / income from a portfolio,predominantly of equity & equity related instruments. The Scheme will also invest in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
The HDFC Hybrid Eq fund (DR-Q) fund was launched on Jun 01, 2018. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-02-25 is ₹ 13.304. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 16617.322. The category risk of the HDFC Hybrid Eq fund (DR-Q) fund is Very High Risk. The fund charges 1.77 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 74.4% in this asset class. The top three holdings of the fund are tata sons limited,axis bank limited and 7.16% govt stock 2023
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Composite Debt Index PR INR
HDFC Hybrid Eq fund (DR-Q) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Hybrid Eq fund (DR-Q) has a score of 5 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.