HDFC Hybrid Equity Fund - IDCW Plan

HDFC Hybrid Equity Fund - IDCW Plan is a scheme launched by HDFC Mutual Fund on April 06, 2005, and falls under the Aggressive fund category. It currently manages an AUM of Rs 23,995.86 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.68% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  HDFC Hybrid Equity Fund - IDCW Plan trailing returns over different times are -4.85% (1 year), 4.89% (3 year) and 9.32% (5 year). The average annual return of this fund stands at 0.32%.