HDFC Hybrid Equity Fund - Growth Plan
Category: Hybrid: Aggressive
Launch Date: 01-04-2005
AUM:
₹ 24,705.89 Cr
Expense Ratio
1.68%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
ISIN
INF179K01AS4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 - Mr. Srinivasan Ramamurthy, FM 2 - Mr. Dhruv Muchhal, FM 3 - Mr. Anupam Joshi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HDFC Hybrid Equity Fund - Growth Plan | 5.51 | 12.2 | 14.31 |
| 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
120.407
Last change
-0.4 (-0.3339%)
Fund Size (AUM)
₹ 24,705.89 Cr
Performance
15.03% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the Scheme is to generate capital appreciation / income from a portfolio,predominantly of equity & equity related instruments.The Scheme will also invest in debt and money market instruments.There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
FM 1 - Mr. Srinivasan Ramamurthy, FM 2 - Mr. Dhruv Muchhal, FM 3 - Mr. Anupam Joshi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.7 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.31 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.57 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.44 |
| INFOSYS LIMITED EQ FV RS 5 | 3.38 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.21 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.72 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.7 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.6 |
| 7.34% GOI MAT 220464 | 2.41 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.78 |
| Information Technology | 6.47 |
| Oil, Gas & Consumable Fuels | 5.87 |
| Fast Moving Consumer Goods | 5.76 |
| Construction | 5.47 |
| Automobile and Auto Components | 4.5 |
| Healthcare | 4.24 |
| Telecommunication | 2.72 |
| Capital Goods | 2.54 |
| Services | 2.15 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Hybrid Equity Gr | 14.31 |
| ICICI Pru Equity & Debt Gr | 21.99 |
| SBI Equity Hybrid Reg Gr | 13.76 |
| Mirae Asset Aggressive Hybrid Reg Gr | 13.61 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 18.28 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 16.97 |
| Bandhan Aggr Hyb Fund Reg Gr | 15.35 |
| ABSL Equity Hybrid95 Reg Gr | 13.05 |
| DSP Aggressive Hybrid Fund Reg Gr | 13.94 |
| UTI Aggressive Hybrid Fund Reg Gr | 17.31 |