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.
The fund has been a Category Leader on the Fund Size metric
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Dec 1)
6 Month CAGR
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.
Launched (23y ago)
Sep 11, 2000
AUM in Crores
IISL Nifty 50 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HDFC Hybrid Equity Fund (Growth)||10,23,538||2,90,926||13.5%|
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.
7.1% govt stock 20297.2%
hdfc bank ltd7.1%
icici bank ltd6.5%
larsen & toubro ltd4.3%
|Fund Name||Fund Size||Rolling Returns|
₹ 26,182 cr
₹ 9,338 cr
₹ 7,605 cr
₹ 3,301 cr
₹ 656 cr
HDFC Asset Management Company Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
HDFC Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.4% 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, Priya Ranjan.
Nav of HDFC Hybrid Equity Fund (G) as of 12/1/2023 is ₹96.20 with the total AUM as of 12/3/2023 is ₹20539.469. 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.
What is HDFC Hybrid Equity Fund (G)?
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 1.71% for regular plan.