- Mutual Funds
- HDFC Mutual Fund
- HDFC Hybrid Equity Fund (RIDCW-Q)
HDFC Hybrid Equity Fund (RIDCW-Q)
₹ 17.387
NAV (Sep 06)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.387
NAV (Sep 6)
Fund Returns
Last 1Y | 23.1% |
Last 3Y | 14.5% |
Last 5Y | 17.7% |
Last 10Y | 13.2% |
Since Inception | 15.8% |
6 Month CAGR | 11.3% |
Scheme Information
The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
Expense Ratio | 1.68 |
Launched (0y ago) | 1.68 |
AUM in Crores | 24596 |
ISIN | INF179K01AR6 |
Lock-in | |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 8.8 |
Beta | 0.7 |
Sharpe Ratio | 1.1 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Hybrid Equity Fund (RIDCW-Q) | 11,43,250 | 4,10,638 | 17.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
ICICI Bank Ltd.
7.2%HDFC Bank Ltd.
6.2%Larsen & Toubro Ltd.
4.9%Reliance Industries Ltd.
4.5%State Bank of India
4%Allocation by Sector
Financial
24.23072%Energy
7.915056%Consumer Staples
7.52168%Construction
6.498032%Technology
5.957568%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.577% | 6.281% | ||
5.531% | 5.86% | ||
24.946% | 13.424% | ||
6.269% | 7.788% | ||
5.866% | 8.089% |
HDFC Hybrid Equity Fund (RIDCW-Q) Review
HDFC Hybrid Equity Fund (RIDCW-Q) is a Hybrid Hybrid fund and has delivered an annualised return of 15.752% over a period of 19 years. The fund is managed by HDFC Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of HDFC Hybrid Equity Fund (RIDCW-Q) as of 9/6/2024 is ₹17.39 with the total AUM as of 9/7/2024 is ₹24596.0129. 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 2005-04-06. The category risk of the fund is Average.
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)?
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 4 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 1.68% for regular plan.