HDFC Hybrid Equity Fund - Growth Plan

4
Aggressive NAV 75.206 0.76 04 July, 2022
HDFC Hybrid Equity Fund - Growth Plan was previously known as

HDFC Premier Multi-Cap (G)

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 April, 2005
Benchmark CNX 500
Asset Size(Cr) 18441.64 (As on 31-03-2022)
Turn over 4.81%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 15% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.92% (As on 31-03-2022)
Fund Manager Chirag Setalvad,Sankalp Baid

Investment Returns (As on 04 Jul, 2022)

Duration Returns Benchmark Category
1 W 0.59% -0.57% -0.72%
1 M -2.33% -0.65% 0.01%
3 M -7.81% -0.23% -0.86%
6 M -6.04% -6.15% -4.45%
1 Y 2.38% 17.63% 14.58%
2 Y 32.45% 36.94% 28.94%
3 Y 10.71% 14.5% 12.89%
5 Y 8.08% 14.17% 10.3%

Risk Mesasures (As on 04 Jul, 2022)

Std Dev Sharpe Beta Alpha
Fund 18.12 0.052 3.18 1.206
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 6.2%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HDFC Hybrid Equity Fund - Growth Plan 2.38% 10.71% 8.08%
ICICI Prudential Equity & Debt Fund - Growth 14.36% 15.71% 12.61%
SBI Equity Hybrid Fund - Regular Plan -Growth 1.94% 10.74% 10.64%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -1.61% 8.46% 6.62%
L&T Hybrid Equity Fund- Regular Plan - Growth -3.64% 7.28% 6.03%
Nippon India Equity Hybrid Fund - Growth Plan 0.33% 4.26% 4.21%

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