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HDFC Mutual Funds

HDFC Hybrid Equity Fund (Growth)

HybridAggressive Hybrid
Top Ranked

106.027

NAV (Apr 10)

14.4%
5 Year CAGR
Scripbox Opinion
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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

106.027

NAV (Apr 10)

Fund Returns

Last 1Y
23.8%
Last 3Y
16.2%
Last 5Y
14.4%
Last 10Y
14.9%
Since Inception
15.6%
6 Month CAGR
11.4%

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.

Expense Ratio
1.69
Launched (24y ago)
Sep 11, 2000
AUM in Crores
22642.921
ISIN
INF179K01AS4
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.1
Standard Deviation (5yr)
14.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.07
Sharpe Ratio (5yr)
0.611
YTM
7.68
Fund Managers

Chirag Setalvad

Fund Manager

Dhruv Muchhal

Fund Manager

Anupam Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Hybrid Equity Fund (Growth)70%10,47,861 3,15,24914.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-04-10

Top Stock Holdings

icici bank ltd

7%
7%

hdfc bank ltd

6.3%
6.3%

larsen & toubro ltd

5.2%
5.2%

reliance industries ltd

4.8%
4.8%

state bank of india

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

24.6%
24.6%

industrials

11.7%
11.7%

consumer defensive

6.6%
6.6%

technology

6.5%
6.5%

energy

6.4%
6.4%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 32,429 cr

₹ 10,622 cr

₹ 8,729 cr

₹ 1,787 cr

₹ 1,676 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 661,274 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

26.3%

13%

14.1%

6.5%

6%

7.8%

5.1%

5.9%

6.6%

6%

HDFC Hybrid Equity Fund (G) Review

HDFC Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.6% over a period of 23 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Anupam Joshi, Chirag Setalvad, Dhruv Muchhal.

Nav of HDFC Hybrid Equity Fund (G) as of 4/10/2024 is ₹106.03 with the total AUM as of 4/12/2024 is ₹22642.921. 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)?

HDFC Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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 1.69% for regular plan.