HDFC Hybrid Equity Fund Direct Growth Option
Min amount: ₹500
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Very High Risk|
|Fund Type||Aggressive Allocation|
|Exit Load||1% for 365 Days|
More about this fund
|ICICI Bank Ltd||7.62%|
|HDFC Bank Ltd||6.58%|
|Larsen & Toubro Ltd Shs Dematerialised||4.56%|
|Reliance Industries Ltd Shs Dematerialised||4.4%|
|Housing Development Finance Corp Ltd||4.21%|
|State Bank of India||3.59%|
|Treps - Tri-Party Repo||3.54%|
|Bharat Electronics Ltd||3.23%|
|Aurobindo Pharma Ltd||3.11%|
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.
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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Min amount: ₹500
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