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HDFC Hybrid Equity Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.02 | 34.98 | 1.44 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.37 | 1.66 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 65:35 Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HDFC Hybrid Equity Fund | 19.10% | 12.52% | 12.88% |
| SBI Equity Hybrid Fund | 19.01% | 10.45% | 14.95% |
| ICICI Pru Equity & Debt Fund | 26.78% | 18.62% | 17.96% |
| Canara Rob Equity Hybrid Fund | 23.90% | 12.66% | 15.20% |
Price Comparison
Compare HDFC Hybrid Equity Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.63 %
Holdings
7.84 %
0.63 % - HDFC Bank Ltd3M change : 0.61 %
Holdings
6.81 %
0.61 % - Larsen and Toubro Ltd3M change : -0.14 %
Holdings
4.72 %
-0.14 %
AMC Profile
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
82
Total AUM
₹ 7,57,060.73 Cr.
Fund Manager Profile
Chirag Setalvad
AUM: ₹1,35,255.23 Cr.
|
Exp: 16yrs
Anupam Joshi
AUM: ₹1,45,987.78 Cr.
|
Exp: 10yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
#FundTalk on Hybrid Funds with Srinivasan Ramamurthy
1 year ago•HDFC Mutual Fund
HDFC Hybrid Equity Fund 2021 | Review in Hindi | HDFC हाइब्रिड इक्विटी फण्ड
3 years ago•ZFunds
HDFC Hybrid Equity fund is not doing well. What should I do with it?
3 years ago•Value Research
Value Research Helpline Q&A on 12th December 2020
3 years ago•Value Research
Value Research Helpline Q&A on 21st Nov 2020 at 4 pm
4 years ago•Value Research
Top Mutual Funds of HDFC Mutual Fund (Hindi) | Incl. HDFC Midcap Opportunities & HDFC Equity Fund
4 years ago•ETMONEY
HDFC Mutual Fund: Know Everything about Company, Team, Top HDFC Funds, Fund Managers (in Hindi)
4 years ago•ETMONEY
HDFC Hybrid Equity Fund - Detailed Review | www.mfyadnya.in
4 years ago•Yadnya Investment Academy
HDFC Hybrid Equity Fund: Review (HDFC Balanced)
5 years ago•freefincal - Prudent DIY Investing
HDFC Hybrid Equity Fund
6 years ago•HDFC Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%