HDFC Hybrid Equity Fund Direct Growth Option - Regular - Latest NAV [ ₹83.577 ], Returns, Performance, Portfolio & Returns 2021

HDFC Hybrid Equity Fund Direct Growth Option

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years13.97%
3 Years17%
1 Year57.52%
6 Months19.2%
Fund Details
RiskVery High Risk
Fund TypeAggressive Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd7.7%
Treps - Tri-Party Repo6.39%
Infosys Ltd5.91%
HDFC Bank Ltd5.9%
Housing Development Finance Corp Ltd4.62%
Reliance Industries Ltd4.57%
Larsen & Toubro Ltd4.25%
State Bank of India3.54%
Bharat Electronics Ltd3.29%
Axis Bank Ltd3.14%

About HDFC Hybrid Equity Fund - Direct Plan - Growth

HDFC Hybrid Equity Fund - Direct Plan - Growth aims to offer capital growth in the long-term, by investing in a mix of stocks and fixed income securities. The fund manager focuses on large-cap stocks to generate maximum returns and on fixed income securities to protect the portfolio on a market crash.

Pros and Cons of HDFC Hybrid Equity Fund - Direct Plan - Growth

The HDFC Hybrid Equity Fund - Direct Plan - Growth invests in a portfolio of mainly large-cap stocks. It has a small portion allocated towards fixed income securities, which cushions the portfolio on a stock market correction. On the flip side, the returns are lower as compared to equity funds. The fund is not suitable for risk-averse investors as it invests in stocks.

Fund Information and Statistics

i) Inception/Launch Date

HDFC Hybrid Equity Fund was launched on 01 January 2013.

ii) Risk Level

HDFC Mutual Fund has put HDFC Hybrid Equity Fund under the 'moderately high risk'category. It is riskier than debt funds.

iii) Redemption

HDFC Hybrid Equity Fund is open-ended. You can redeem the investment at any time.

iv) Fund Manager

Mr Chirag Setalvad is the current fund manager of HDFC Hybrid Equity Fund.

v) Entry/Exit Load

There is no entry load as per the Securities and Exchange Board of India (SEBI) mandate. An exit load of 1% applies to the units in excess of 15%, if redeemed within 12 months from the date of allocation.

About HDFC Mutual Fund

HDFC Mutual Fund was established as a joint venture between Housing Development Finance Corporation Limited (HDFC) and Standard Life Investments Limited (SLI), way back in 1999. The fund house is the second largest by asset size, with Housing Development Finance Corporation Ltd. and Standard Life Investments Ltd. as the sponsors. HDFC Trustee Company Limited is its trustee. The fund house has huge Assets Under Management (AUM) of Rs 3.56 lakh crore, as of June 2020.

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Frequently Asked Questions

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns