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  • Mutual Funds
  • HDFC Asset Management Company Limited
  • HDFC Hybrid Eq fund (Growth)
HDFC Hybrid Eq fund (Growth)

HDFC Hybrid Eq fund (Growth)

HybridAggressive Hybrid

65.768

NAV (Apr 20)

Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

21 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

17,538 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

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Scheme Information

Investment Objective

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

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Very High Risk

1.77 %

Expense Ratio

Sep 11, 2000

Launched (21y ago)

₹ 17,538

AUM in Crores

INF179K01AS4

ISIN

No Lock-in

Lock-in

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Anand Laddha

Fund Manager

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Chirag Dagli

Fund Manager

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Chirag Setalvad

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

HDFC Hybrid Debt fund (G)

HDFC Hybrid Debt fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

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About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 438,373 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

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  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • HDFC Index Nifty 50 fund (G)

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    Fund Size

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    3Y returns

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    HDFC Mid Cap Opportunities Fund (G)

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    3Y returns

    HDFC Low Duration (G)

    HDFC Low Duration (G)

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    ₹ 25,094 Cr

    Fund Size

    7.2%

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    HDFC Floating Rate Debt Wholesale Plan (G)

    HDFC Floating Rate Debt Wholesale Plan (G)

    Floater

    Top Ranked

    ₹ 16,885 Cr

    Fund Size

    7.8%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About HDFC Hybrid Eq fund (G)

    About HDFC Hybrid Eq fund (G)

    HDFC Hybrid Eq fund (G) is a aggressive hybrid hybrid fund and has delivered an annualised return of 15.3% over a period of 21 years ..The fund is managed by HDFC Asset Management Company Limited.The fund managers are Anand Laddha, Chirag Dagli, Chirag Setalvad

    HDFC Hybrid Eq fund (G) Investment Objective

    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.

    HDFC Hybrid Eq fund (G) NAV,AUM,Risk

    The HDFC Hybrid Eq fund (G) fund was launched on Sep 11, 2000. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-04-20 is ₹ 65.768. The total AUM (Asset Under Management) of the fund as of 2021-04-20 is ₹ 17537.160. The category risk of the HDFC Hybrid Eq fund (G) fund is Very High Risk. The fund charges 1.77 % as expense ratio.

    HDFC Hybrid Eq fund (G) Holdings

    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

    HDFC Hybrid Eq fund (G) SIP

    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.

    HDFC Hybrid Eq fund (G) Investment volatility and Horizon

    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

    HDFC Hybrid Eq fund (G) Review

    HDFC Hybrid Eq fund (G) 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 (G) 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.

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