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HDFC Mutual Funds

HDFC Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

80.862

NAV (Oct 21)

13.2%
5 Year CAGR
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

18,909 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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  • graph-icon-gray
    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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Historical NAV

80.862

NAV (Oct 21)

Fund Returns

Last 1Y
48.2%
Last 3Y
18.3%
Last 5Y
13.2%
Last 10Y
15.5%
Since Inception
16.1%
6 Month CAGR
23%
info-icon-blue

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

Expense Ratio
1.77
Launched (21y ago)
Sep 11, 2000
AUM in Crores
18908.774
ISIN
INF179K01AS4
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Chirag Setalvad

Fund Manager

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Sankalp Baid

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 475,688 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.

amc-img

  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    HDFC Index Nifty 50 fund (G)

    recommended-badge

    21.5%

    15.6%

    top-ranked-badge

    23.2%

    16.9%

    top-ranked-badge

    7%

    7.2%

    top-ranked-badge

    7.8%

    8.1%

    top-ranked-badge

    21.7%

    15.8%

    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 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

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    02

    Create an Account

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    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About HDFC Hybrid Equity Fund (G)

    About HDFC Hybrid Equity Fund (G)

    HDFC Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 16.1% over a period of 21 years. . The fund is managed by HDFC Asset Management Company Limited. The fund managers are Chirag Setalvad, Sankalp Baid

    HDFC Hybrid Equity 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 Equity Fund (G) NAV,AUM,Risk

    The HDFC Hybrid Equity Fund (G) fund was launched on Sep 11, 2000. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-21 is ₹80.86. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹18908.774. The category risk of the HDFC Hybrid Equity Fund (G) fund is Very High Risk. The fund charges 1.77 % as expense ratio.

    HDFC Hybrid Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 74.6% in this asset class. The top three holdings of the fund are , icici bank ltd , treps - tri-party repo , hdfc bank ltd , infosys ltd , reliance industries ltd , housing development finance corp ltd , larsen & toubro ltd , state bank of india , bharat electronics ltd , itc ltd , axis bank ltd , tata sons limited , bharti airtel ltd , power grid corp of india ltd , kec international ltd , axis bank limited , skf india ltd , upl ltd , aurobindo pharma ltd , 7.16% govt stock 2023 , pnc infratech ltd , atul ltd , hdfc nifty 50 etf , hindustan petroleum corp ltd , redington (india) ltd , indusind bank ltd , mahindra holidays & resorts india ltd , 6.84% govt stock 2022 , reverse repo , 8.20% govt stock 2025 , bharat petroleum corp ltd , tata steel ltd , persistent systems ltd , coastal gujarat power limited , max healthcare institute ltd ordinary shares , 7.35% govt stock 2024 , bank of baroda , vardhman textiles ltd , carborundum universal ltd , 8.24% govt stock 2033 , zensar technologies ltd , punjab national bank , bajaj electricals limited , power finance corporation limited , lic housing finance limited , shriram - city union finance limited , brookfield india real estate trust , powergrid infrastructure investment trust , sharda cropchem ltd , lic housing finance limited , mm forgings ltd , tamil nadu newsprint & papers ltd , national bank for agriculture and rural development , coastal gujarat power limited , kalpataru power transmission ltd , hdfc bank limited , 8.40% govt stock 2024 , tata sons limited , rural electrification corporation limited , rural electrification corporation limited , lic housing finance limited , lic housing finance limited , net current assets , 8.60% govt stock 2028 , rural electrification corporation limited , navneet education ltd , hindalco industries limited , lic housing finance limited , 8.13% govt stock 2045 , power finance corporation limited , shriram transport finance company limited , icici bank limited , jagran prakashan ltd , sadbhav engineering ltd , cholamandalam financial holdings ltd , coastal gujarat power limited , kalpataru power transmission limited

    HDFC Hybrid Equity 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.

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