- Mutual Funds
- HDFC Mutual Fund
- HDFC Hybrid Equity Fund Direct Growth
HDFC Hybrid Equity Fund Direct Plan Growth
₹ 124.12
NAV (Apr 22)
21.513%
5 Year CAGR
Scripbox Opinion
These are the top-ranked funds within aggressive hybrid mutual funds.Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Equity Funds
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Scheme Information
Investment Objective
The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
Expense Ratio | 1.06 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 23229.1 |
ISIN | INF179K01XZ1 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 9.3 |
Beta | 0.7 |
Sharpe Ratio | 0.6 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
7.21%HDFC Bank Ltd.
6.2%Larsen & Toubro Ltd.
4.87%Reliance Industries Ltd.
4.5%State Bank of India
3.98%See all holdings
Allocation by Sector
Financial
23.83%Technology
7.14%Energy
6.78%Consumer Staples
6.59%Communication
4.32%See all sectors
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 55,360 cr | ||
₹ 3,309 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
Frequently Asked Questions
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