HDFC Hybrid Equity Fund - Growth Plan

4
Aggressive NAV 86.9750 0 02 December, 2022

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 April, 2005
Benchmark CNX 500
Asset Size(Cr) 17191.96 (As on 30-06-2022)
Turn over 5.68%
Min Investment ₹ 5000
Min SIP Investment ₹ 100
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 1.76% (As on 31-05-2022)
Fund Manager Chirag Setalvad,Priya Ranjan

Investment Returns (As on 02 Dec, 2022)

Duration Returns Benchmark Category
1 W 0.34% -1.02% -0.42%
1 M 3.75% 2.39% 2.67%
3 M 3.5% -7.57% -6.01%
6 M 13.21% -11.33% -9.47%
1 Y 6.88% 2.07% 0.47%
2 Y 23.51% 24.48% 20.42%
3 Y 16.36% 12.85% 11.53%
5 Y 8.81% 11.55% 8.56%

Risk Mesasures (As on 02 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund 18.12 0.47 0.65 0.95
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

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

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 6.88% 16.36% 8.81%
ICICI Prudential Equity & Debt Fund - Growth 9.37% 20.88% 13.55%
SBI Equity Hybrid Fund - Regular Plan -Growth 1.58% 13.1% 10.65%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -2.9% 11.7% 7.05%
Nippon India Equity Hybrid Fund - Growth Plan 5.92% 9.36% 5.3%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully