HDFC Mutual Funds

HDFC Hybrid Equity Fund Direct Plan Growth

₹ 116.02

NAV (Mar 17)

18.129%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within 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.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

View all 4 analysis

cheveron-blue

View Less

cheveron-blue

Scheme Information

Investment Objective

The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments

Expense Ratio
1.05 %
Launched 12Y ago
2013-01-01
AUM in Crores
22130.7
ISIN
INF179K01XZ1
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
9.3
Beta
0.7
Sharpe Ratio
0.6
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

ICICI Bank Ltd.

7.21%
7.21%

HDFC Bank Ltd.

6.2%
6.2%

Larsen & Toubro Ltd.

4.87%
4.87%

Reliance Industries Ltd.

4.5%
4.5%

State Bank of India

3.98%
3.98%
See all holdings
right-arrow

Allocation by Sector

Financial

23.18%
23.18094%

Consumer Staples

7.24%
7.2428%

Energy

7.12%
7.118918%

Technology

6.05%
6.048105%

Construction

5.85%
5.8464%
See all sectors
right-arrow

Frequently Asked Questions

Loading...