HDFC Mutual Funds

HDFC Hybrid Equity Fund Regular Plan Growth

₹ 109.88

NAV (Apr 04)

21.893%
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 ->

Fund Size

Category Leader

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

Downside Protection Measure

Category Leader

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

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Scheme Information

Investment Objective

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

Expense Ratio
1.69 %
Launched 20Y ago
2005-04-06
AUM in Crores
22130.7
ISIN
INF179K01AS4
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
0.5
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-31

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
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Allocation by Sector

Financial

23.83%
23.833503%

Technology

7.14%
7.137902%

Energy

6.78%
6.784174%

Consumer Staples

6.59%
6.589109%

Communication

4.32%
4.320632%
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comparison

Comparison with Hybrid Funds

HDFC Hybrid Equity Fund Regular Plan Growth Review

HDFC Hybrid Equity Fund Regular Plan Growth is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.08% over 20 years. The fund has grown over a period of 20 years. The fund is managed by HDFC Mutual Fund. The fund managers are Anupam Joshi, Chirag Setalvad, Dhruv Muchhal.

Nav of HDFC Hybrid Equity Fund as of 4/4/2025 is ₹109.88 with the total AUM as of 4/7/2025 is ₹22130.68. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Hybrid Equity Fund was launched on 2005-04-06. The category risk of the fund is Very High.

The minimum SIP amount for HDFC Hybrid Equity Fund Regular Plan Growth 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

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