HDFC Hybrid Equity Fund - Growth Plan

4
Aggressive NAV 94.981 0 29 September, 2023

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 April, 2005
Benchmark CNX 500
Asset Size(Cr) 19891.8013
Turn over 15.22%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 100
Exit Load For units in excess of 15% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.73
Fund Manager Chirag Setalvad, Anupam Joshi, Priya Ranjan
Fund House HDFC Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W -1.3% -1.21% -0.4%
1 M 1.68% 1.89% 2.28%
3 M 6.75% 8.2% 8.5%
6 M 10.75% 11.63% 11.2%
1 Y 16.59% 13.73% 13.46%
2 Y 14.08% 12.15% 9.14%
3 Y 22.43% 22.26% 19.21%
5 Y 12.52% 13% 11.22%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 12 1.47 4.09 0.87
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 29 Jun, 2023)

Assets Allocation

Sector Holdings
Others 0.66%

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 16.59% 22.43% 12.52%
ICICI Prudential Equity & Debt Fund - Growth 9.04% 27.97% 14.07%
Nippon India Equity Hybrid Fund - Growth Plan 8.89% 22.51% 5.33%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -0.58% 18.34% 6.88%
SBI Equity Hybrid Fund - Regular Plan -Growth 2.31% 17.29% 10.21%

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