SEBI Registered Research Analyst
  • Portfolios
    • Aggressive Portfolio
    • Moderately Portfolio
    • Conservative Portfolio
    • Moderately Aggressive Portfolio
    • Moderately Conservative Portfolio
  • MF Research
    • Performance Comparison
      • Trailing Return of Funds
      • Trailing Return with Market Cap breakup
      • Mutual Fund Category Monitor
      • Mutual Fund Point to Point Returns
      • Mutual Fund Quartile Ranking
      • Mutual Fund Annual Returns
      • Mutual Fund Portfolio Overlap
      • Top Consistent Mutual Funds
      SIP Returns
      • Top Performing SIP Funds
      • SIP with Annual Increase
      • Mutual Fund SIP Return Calculator
      Lumpsum Return
      • Top Performing Lumpsum Funds
      • Lumpsum Returns Calculator
      Rolling Returns
      • Rolling Return vs Category
      • Rolling Returns Vs Benchmark
      • Rolling Return vs Other Benchmark
      • Rolling Return vs Sensex & Gold
      Advance Tools
      • PPF Vs ELSS
      • Liquid Funds Vs Savings Bank
      • Fixed Deposit vs Debt Funds
      • Market Capture Ratio
      STP & SWP Returns
      • Mutual Fund STP Calculator
      • STP Calculator Profit Transfer
      • Mutual Fund SWP Return Calculator
      • SWP With Annual Increase
      Quartile Ranking Research
      • Downside Volatility Ranking
      Benchmark Returns
      • Mutual Fund Benchmark Monitor
      • Benchmark Lump Sum and SIP Returns
      • Benchmark Rolling Return
      • Benchmark Rolling Return - Multiple Benchmark
      • Benchmark SWP calculator
  • Calculators
    • SIP Calculator
    • Become A Crorepati
    • Target Amount Sip Calculator
    • EMI Home Loan Calculator
    • Retirement Planning Calculator
    • Goal Setting Calculator
    • Composite Financial Goal
    • Child Education Calculator
    • Future Value
    • Mutual Fund Sip Calculator Step Up
    • SIP with Annual Increase
    • Compounding Calculator
    • Lumpsum Target Calculator
    • Lumpsum Return Calculator
  • Goal Planners
    • Dream home
    • Wealth Creation
    • Retirement
    • Child's Education
    • Child's Wedding
    • Emergency
  • Pricing
  • Services
  • Resources
    • Blogs
    • News
    • Check Your Risk Profile
    • E book
    • FAQ
    • About
    • Contact
    • Fund Page
  • Login
  • Signup
  • Home
  • HDFC Hybrid Equity Fund - Growth Plan
Search
HDFC Hybrid Equity Fund - Growth Plan

Category: Hybrid: Aggressive

Launch Date: 01-04-2005

Riskometer: Very High

NAV as on 09-05-2025

₹ 113.78

₹ -0.79 ( -0.6935%)

CAGR Since Inception

15.17%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Chirag Setalvad, Anupam Joshi, Dhruv Muchhal

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.

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 Index

Expense Ratio

1.69% As on (30-04-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

23,229.08 Cr As on (31-03-2025)

PERFORMANCE of HDFC Hybrid Equity Fund - Growth Plan
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 09-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Hybrid Equity Fund - Growth Plan 9.02 14.32 20.5 12.03 15.17
Benchmark - - - - -
Hybrid: Aggressive 8.55 15.09 20.02 11.42 12.85
Nav Movement
RETURNS CALCULATOR for HDFC Hybrid Equity Fund - Growth Plan
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

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.

Key Performance and Risk Statistics of HDFC Hybrid Equity Fund - Growth Plan
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Hybrid Equity Fund - Growth Plan 8.51 0.73 0.76 1.22 7.48 10.44
Hybrid: Aggressive - - - - - -
Peer Comparison
Scheme Name 5Y (%)
HDFC Hybrid Equity Gr 20.5
DSP Aggressive Hybrid Fund Reg Gr 19.99
SBI Equity Hybrid Reg Gr 18.55
Invesco India Aggressive Hybrid Reg Gr 18.28
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 21.97
Bandhan Aggr Hyb Fund Reg Gr 20.05
UTI Aggressive Hybrid Fund Reg Gr 23.1
Edelweiss Aggr Hybrid Plan B Gr 22.1
Edelweiss Aggr Hybrid Reg Gr 22.02
Axis Aggressive Hybrid Reg Gr 15.84
Asset Allocation
Sectors
Sector Holdings (%)
N/A 31.09
Financial Services 25.0
Information Technology 6.84
Fast Moving Consumer Goods 6.49
Construction 5.84
Oil, Gas & Consumable Fuels 5.78
Telecommunication 4.48
Healthcare 4.42
Capital Goods 2.09
Services 2.01
Portfolio Holdings
Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 8.47
HDFC BANK LIMITED EQ NEW FV RE. 1/- 7.43
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 4.48
RELIANCE INDUSTRIES LIMITED EQ 4.03
STATE BANK OF INDIA EQ NEW RE. 1/- 3.72
INFOSYS LIMITED EQ FV RS 5 3.62
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.36
ITC LIMITED EQ NEW FV RE.1/- 3.3
7.34% GOI MAT 220464 2.72
7.09% GOI MAT 050854 2.42
youtube x linkedin

Get in Touch

hello@investt.in
+91 8297282834

Goal Planner

  • Dream Home
  • Wealth Creation
  • Retirement
  • Child's Education
  • Child's Wedding
  • Emergency
  • Check Your Risk Profile

Learn More

  • About Us
  • Contact Us
  • Services
  • Terms and Conditions
  • Privacy Policy
  • Refund Policy
  • SEBI Scores
  • Investor Charter

Resources

  • Mutual Fund Research
  • Calculators
  • Blogs
  • News
  • FAQs

© 2024 Investt. All rights reserved. Developed by Advisorkhoj.com

Are you an existing investor ?

YES  NO
Login To Your Account

New user? Create Your Account Now

Create Your Account With Us


How may I help you?

Would you like to continue with some arbitrary task?