Hdfc Hybrid Equity Fund Growth | Pros & Cons NAV(75.9)

Hdfc Hybrid Equity Fund Growth

Hybrid: Aggressive

Fund Information

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.

Very High Risk

Nifty 50

Benchmark

2000-09-11

Launched On

Open Ended

Type

500

Min SIP

5000

Min Investment

18986

AUM in Crores

1.77

Expense Ratio

1.00

Exit Load

HDFC Asset Management Company Limited (Corporate Identification Number - L65991MH1999PLC123027)

Fund House

Chirag Setalvad

Fund Managers

Hdfc Hybrid Equity Fund Pros & Cons

Pros

  • Hdfc Hybrid Equity Fund Growth has over performed index in 2007-2010, 2008-2011, 2012-2015, 2013-2016 years

Cons

  • Hdfc Hybrid Equity Fund Growth has under performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • Assets under Management is 15000, fund might under perform index in the coming years
  • Hdfc Hybrid Equity Fund Growth is ranking 50th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Hdfc Hybrid Equity Fund Growth 
14.7116.0110.638.310.8410.04
Nifty 50
15.718.9415.6911.3813.3111.27

Hdfc Hybrid Equity Fund Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Hdfc Hybrid Equity Fund Growth 
10.1438.06-10.4510.0422.62-1.82
Nifty 50
1561.7-15.2215.5147.66-1.03

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Hdfc Hybrid Equity Fund Growth 
27.6211.861.930.2216.59
Nifty 50
33.3721.571.328--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2009-05-15 - 2009-05-22
20.77
2008-10-03 - 2008-10-10
-19
Month2009-04-28 - 2009-05-28
36.17
2008-09-24 - 2008-10-24
-33.26
Quarter2009-03-05 - 2009-07-05
81.35
2008-07-23 - 2008-11-23
-37.89
Year2009-03-09 - 2010-03-09
140.13
2007-11-20 - 2008-11-20
-57.32

Portfolio

Stock NameSector% of Total Holdings
ICICI Bank Ltd.Financials7.99
HDFC Bank Ltd.Financials6.65
Infosys Ltd.Technology4.97
Reliance Industries Ltd.Energy4.5
Larsen & Toubro Ltd.Infrastructure4.45
Housing Development Finance Corporation Ltd.Financials4.34
State Bank Of IndiaFinancials3.63
Aurobindo Pharma Ltd.Healthcare3.32
ITC Ltd.FMCG3.18
Axis Bank Ltd.Financials3.09
Bharat Electronics Ltd.Capital Goods2.63
Atul Ltd.Chemicals2.21
Tata Steel Ltd.Metals2.16
UPL Ltd.Chemicals1.97
Power Grid Corporation Of India Ltd.Energy1.92
KEC International Ltd.Infrastructure1.79
Bharti Airtel Ltd.Media and Communications1.76
SKF India Ltd.Automobile and Ancillaries1.27
Redington (India) Ltd.Miscellaneous1.17
Hindustan Petroleum Corporation Ltd.Energy1.15
IndusInd Bank Ltd.Financials1.13
PNC Infratech Ltd.Infrastructure1.04
Bharat Petroleum Corporation Ltd.Energy0.97
Mahindra Holidays & Resorts India Ltd.Travel0.84
Bank Of BarodaFinancials0.8
Persistent Systems Ltd.Technology0.66
Vardhman Textiles Ltd.Textile0.52
Carborundum Universal Ltd.Capital Goods0.46
Sharda Cropchem Ltd.Chemicals0.45
Tamil Nadu Newsprint & Papers Ltd.FMCG0.41
Zensar Technologies Ltd.Technology0.39
Kalpataru Power Transmission Ltd.Infrastructure0.36
Sadbhav Engineering Ltd.Infrastructure0.2
MM Forgings Ltd.Automobile and Ancillaries0.16
Cholamandalam Financial Holdings Ltd.Financials0.16
Navneet Education Ltd.Media and Communications0.14
Jagran Prakashan Ltd.Media and Communications0.09

AUM Yearly

YearScheme Total AumCategory Total Aum
202117216.700.00
202017350.090.00
201920581.72156110.37

Hdfc Hybrid Equity Fund Details

Hdfc Hybrid Equity Fund Growth is a Hybrid Scheme - Aggressive Hybrid Fund mutual fund scheme launched by HDFC Asset Management Company Limited (Corporate Identification Number - L65991MH1999PLC123027).This fund has been launched on 2000-09-11. Hdfc Hybrid Equity Fund Growth currently has 18986 crores of assets under management (AUM) and has an expense ratio of 1.77 which is higher than what most other Large Cap funds charge.


Hdfc Hybrid Equity Fund Growth has given returns of 14.71% in the last 1 year and 16.01% in the last 3 years. And since launch the fund has given 9.95% returns.


This fund invests in Hybrid Scheme - Aggressive Hybrid Fund companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.500 and lumpsum investment is Rs.5000.

The top holdings of the fund are ICICI Bank Ltd. , HDFC Bank Ltd. , Infosys Ltd. , Reliance Industries Ltd. , Larsen & Toubro Ltd.

Frquently Asked Questions

1. What is the NAV of Hdfc Hybrid Equity Fund ?

The current Net Asset Value (NAV) of the Hdfc Hybrid Equity Fund is 75.9

2. Hdfc Hybrid Equity Fund Rolling Returns

The 3 year rolling returns of the Hdfc Hybrid Equity Fund :

  • Mean : 10.14%
  • Max : 38.06%
  • Min : -10.45%

3. How do I invest in Hdfc Hybrid Equity Fund ?

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Hdfc Hybrid Equity Fund Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.