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  • HDFC Hybrid Equity Fund (RIDCW-Q)

Formerly HDFC Hybrid Eq DR

HDFC Mutual Funds

HDFC Hybrid Equity Fund (RIDCW-Q)

HybridAggressive Hybrid
Top Ranked

16.926

NAV (Jun 14)

14.8%
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

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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

16.926

NAV (Jun 14)

Fund Returns

Last 1Y
21.9%
Last 3Y
15%
Last 5Y
15.2%
Last 10Y
13.7%
Since Inception
15.7%
6 Month CAGR
11.5%

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
1.7
Launched (6y ago)
Jun 01, 2018
AUM in Crores
23138.205
ISIN
INF179K01AR6
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
8.5
Standard Deviation (5yr)
14.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.966
Sharpe Ratio (5yr)
0.616
YTM
7.68912
Fund Managers

Chirag Setalvad

Fund Manager

Dhruv Muchhal

Fund Manager

Anupam Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Hybrid Equity Fund (RIDCW-Q)70%10,58,906 3,26,29414.8%
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 2024-06-14

Top Stock Holdings

icici bank ltd

7.1%
7.1%

hdfc bank ltd

6.2%
6.2%

larsen & toubro ltd

5%
5%

reliance industries ltd

4.5%
4.5%

state bank of india

4%
4%
See all holdings

Allocation by Sector

financial services

24%
24%

industrials

12.8%
12.8%

consumer defensive

6.5%
6.5%

energy

6.3%
6.3%

technology

6.1%
6.1%
See all sectors

Comparison with Hybrid Funds

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

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 3,146 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 701,728 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 Gold Fund (G)
HDFC Gold Fund (G)

12.7%

6.4%

25.4%

13.3%

6%

7.8%

5.3%

5.9%

6.4%

6%

HDFC Hybrid Equity Fund (RIDCW-Q) Review

HDFC Hybrid Equity Fund (RIDCW-Q) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13% over a period of 6 years. The fund was previously known as HDFC Hybrid Eq DR. 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 (RIDCW-Q) as of 6/14/2024 is ₹16.93 with the total AUM as of 6/18/2024 is ₹23138.205. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Hybrid Equity Fund (RIDCW-Q) was launched on Jun 01, 2018. The category risk of the fund is Very High Risk.

The minimum SIP amount for HDFC Hybrid Equity Fund (RIDCW-Q) 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 (RIDCW-Q)?

HDFC Hybrid Equity Fund (RIDCW-Q) 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 (RIDCW-Q)?

You can invest in HDFC Hybrid Equity Fund (RIDCW-Q) 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 (RIDCW-Q)?

The minimum sip amount for HDFC Hybrid Equity Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC Hybrid Equity Fund (RIDCW-Q) good to invest in?

As per Scripbox experts, HDFC Hybrid Equity Fund (RIDCW-Q) is a Top Ranked fund. You can investHDFC Hybrid Equity Fund (RIDCW-Q) 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 (RIDCW-Q)?

The expense ratio of the HDFC Hybrid Equity Fund (RIDCW-Q) is 1.7% for regular plan.