HDFC Hybrid Equity Fund - Growth Plan

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NAV
₹ 111.593 ₹ 0 (0 %)
as on 31-03-2025
Asset Size (AUM)
22,130.68 Cr
Launch Date
Apr 01, 2005
Investment Objective
The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies. The fund aims to invest atleast 35-65 per cent in large-cap stocks and 35-65 per cent in mid-cap stocks.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Apr 01, 2005
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15.15

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.48 %
Expense Ratio
1.69%
Volatility
8.51 %
Fund House
HDFC Mutual Fund
Fund Manager
Chirag Setalvad, Anupam Joshi, Dhruv Muchhal
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 31-03-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 7.17 14.74 11.96 21.32 11.54
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.96 22.58 14.28 20.66 12.26
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.92 22.32 14.34 19.09 0.0
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.63 19.54 12.34 21.61 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.62 21.97 14.27 22.86 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.34 19.06 11.34 18.8 11.45
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.72 21.56 15.49 24.41 11.57
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 10.37 21.86 15.95 22.92 11.93
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 10.37 21.81 15.85 22.85 11.88
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.32 16.08 8.0 16.62 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings