Investt

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Anupam Joshi, Srinivasan Ramamurthy

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 achieved.

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 Index

Expense Ratio

1.71% As on (31-07-2026)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

22,520.8 Cr As on (31-07-2026)

PERFORMANCE of HDFC Hybrid Equity Fund - Growth Plan

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 18-08-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HDFC Hybrid Equity Fund - Growth Plan	-2.54	7.24	8.76	10.65	14.41
Benchmark AK Hybrid Aggressive TRI	1.08	8.66	8.08	10.36	11.91
Hybrid: Aggressive	3.51	11.59	10.29	11.28	12.06

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RETURNS CALCULATOR for HDFC Hybrid Equity Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

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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	0.18	1.06	0.42	7.48	10.44
Hybrid: Aggressive	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
HDFC Hybrid Equity Gr	8.76
Bank Of India Mid & Small Cap Equity & Debt Reg Gr	14.69
Quant Aggressive Hybrid Fund Gr Reg Plan	12.51
Navi Aggressive Hybrid Reg Gr	10.38
Bandhan Aggressive Hyb Fund Reg Gr	11.15
HSBC Aggressive Hybrid Fund Reg Gr	10.76
SBI Equity Hybrid Reg Gr	10.51
Kotak Aggressive Hybrid Fund Reg Gr	11.93
LIC MF AgGressive Hybrid Reg Gr	9.03
Mirae Asset AgGressive Hybrid Reg Gr	9.52

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	25.69
Healthcare	6.56
Automobile and Auto Components	6.47
Oil, Gas & Consumable Fuels	4.83
Information Technology	4.54
Construction	4.07
Fast Moving Consumer Goods	3.56
Services	2.99
Consumer Services	2.83
Capital Goods	2.4

Portfolio Holdings

Company	Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/-	7.19
HDFC BANK LIMITED EQ NEW FV RE. 1/-	6.74
RELIANCE INDUSTRIES LIMITED EQ	4.28
AXIS BANK LIMITED EQ NE FV RS. 2/-	3.31
Kotak Mahindra Bank Limited	3.07
STATE BANK OF INDIA EQ NEW RE. 1/-	2.89
7.34% Government of India	2.61
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-	2.24
INFOSYS LIMITED EQ FV RS 5	2.15
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-	1.99

HDFC Hybrid Equity Fund - Growth Plan