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  • HDFC Hybrid Equity Fund (Growth)
HDFC Mutual Funds

HDFC Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

Top Ranked

83.972

NAV (Jan 27)

9.5%
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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

83.972

NAV (Jan 27)

Fund Returns

Last 1Y

7.1%

Last 3Y

15%

Last 5Y

9.5%

Last 10Y

14.2%

Since Inception

15.4%

6 Month CAGR

8.4%

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

1.75

Launched (23y ago)

Sep 11, 2000

AUM in Crores

19174.141

ISIN

INF179K01AS4

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

18.2

Standard Deviation (5yr)

15.5

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.669

Sharpe Ratio (5yr)

0.382

YTM

7.31

Fund Managers

Chirag Setalvad

Fund Manager

Priya Ranjan

Fund Manager

Anupam Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Hybrid Equity Fund (Growth)70%923,739 191,1279.5%
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.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Stock Holdings

icici bank ltd

7.8%
7.8%

7.1% govt stock 2029

5.7%
5.7%

hdfc bank ltd

5%
5%

reliance industries ltd

4.9%
4.9%

state bank of india

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

28.4%
28.4%

industrials

11.7%
11.7%

technology

7.3%
7.3%

energy

6.3%
6.3%

consumer defensive

4.6%
4.6%
See all sectors

Compare HDFC Hybrid Equity Fund (Growth)

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

₹ 21,281 cr

₹ 3,294 cr

₹ 949 cr

₹ 530 cr

₹ 2,750 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 438,698 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,121 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    HDFC Gold Fund (G)
    HDFC Gold Fund (G)

    11.3%

    5.2%

    5.9%

    7.8%

    3.7%

    5.8%

    6.4%

    5.8%

    9.7%

    6.2%

    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 Company Limited. The fund managers are Anupam Joshi, Chirag Setalvad, Priya Ranjan.

    Nav of HDFC Hybrid Equity Fund (G) as of 1/27/2023 is ₹83.97 with the total AUM as of 1/28/2023 is ₹19174.141. 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 1.75% for regular plan.