- Mutual Funds
- HDFC Mutual Funds
- HDFC Hybrid Equity Fund (Growth)
HDFC Hybrid Equity Fund (Growth)
₹ 89.785
NAV (May 30)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 89.785
NAV (May 30)
Fund Returns
Last 1Y | 17.7% |
Last 3Y | 25% |
Last 5Y | 11.5% |
Last 10Y | 15.1% |
Since Inception | 15.4% |
6 Month CAGR | 3.3% |
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.
Expense Ratio | 1.74 |
Launched (23y ago) | Sep 11, 2000 |
AUM in Crores | 18857.765 |
ISIN | INF179K01AS4 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12 |
Standard Deviation (5yr) | 15.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.429 |
Sharpe Ratio (5yr) | 0.417 |
YTM | 7.57 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Hybrid Equity Fund (Growth) | 9,72,003 | 2,39,391 | 11.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
7.1% govt stock 2029
7.7%icici bank ltd
6.9%hdfc bank ltd
5.1%itc ltd shs dematerialised
5%reliance industries ltd
4.6%Allocation by Sector
financial services
25.8%industrials
11.2%technology
6.7%energy
6%consumer defensive
5%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,435 cr | ||
₹ 8,756 cr | ||
₹ 1,150 cr | ||
₹ 749 cr | ||
₹ 422 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33% | 12.1% | ||
7.3% | 5.5% | ||
5.8% | 7.8% | ||
4% | 5.8% | ||
6.4% | 5.9% |
HDFC Hybrid Equity Fund (G) Review
HDFC Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.4% over a period of 22 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Anupam Joshi, Chirag Setalvad, Priya Ranjan.
Nav of HDFC Hybrid Equity Fund (G) as of 5/30/2023 is ₹89.78 with the total AUM as of 5/31/2023 is ₹18857.765. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Hybrid Equity Fund (G) was launched on Sep 11, 2000. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Hybrid Equity Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HDFC Hybrid Equity Fund (G)?
How to invest in HDFC Hybrid Equity Fund (G)?
You can invest in HDFC Hybrid Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Hybrid Equity Fund (G)?
The minimum sip amount for HDFC Hybrid Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Hybrid Equity Fund (G) good to invest in?
As per Scripbox experts, HDFC Hybrid Equity Fund (G) is a Top Ranked fund. You can investHDFC Hybrid Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Hybrid Equity Fund (G)?
The expense ratio of the HDFC Hybrid Equity Fund (G) is 1.74% for regular plan.