HDFC Hybrid Equity Fund - Growth Plan
Category: Hybrid: Aggressive
Launch Date: 01-04-2005
AUM:
₹ 22,697.38 Cr
Expense Ratio
1.7%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35
ISIN
INF179K01AS4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Chirag Setalvad, Anupam Joshi, Dhruv Muchhal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HDFC Hybrid Equity Fund - Growth Plan | 20.02 | 15.49 | 14.67 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
105.335
Last change
-0.57 (-0.543%)
Fund Size (AUM)
₹ 22,697.38 Cr
Performance
15.49% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies. The fund aims to invest atleast 35-65 per cent in large-cap stocks and 35-65 per cent in mid-cap stocks.
Fund Manager
Chirag Setalvad, Anupam Joshi, Dhruv Muchhal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 7.03 |
| HDFC Bank Ltd. | 6.34 |
| Larsen & Toubro Ltd. | 5.2 |
| Reliance Industries Ltd. | 4.81 |
| State Bank of India | 4.15 |
| ITC Ltd. | 3.77 |
| Infosys Ltd. | 3.45 |
| Axis Bank Ltd. | 3.34 |
| Bharti Airtel Ltd. | 3.25 |
| 7.58% National Bank For Agriculture & Rural Development 31/07/2026 | 2.52 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 41.85 |
| Energy | 9.61 |
| Construction | 9.39 |
| Consumer Staples | 6.92 |
| Others | 6.79 |
| Technology | 5.41 |
| Capital Goods | 4.3 |
| Communication | 3.7 |
| Healthcare | 3.53 |
| Services | 3.19 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Hybrid Equity Gr | 14.67 |
| JM Aggressive Hybrid Gr | 19.51 |
| BOI Mid & Small Cap Equity & Debt Reg Gr | 22.11 |
| ICICI Pru Equity & Debt Gr | 20.62 |
| Quant Absolute Fund Gr | 24.59 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Edelweiss Aggr Hybrid Plan B Gr | 16.92 |
| Edelweiss Aggr Hybrid Reg Gr | 16.85 |
| Invesco India Aggressive Hybrid Reg Gr | 13.46 |
| Baroda BNP Paribas Aggressive Hybrid Fund Reg Gr | 0.0 |