HDFC Hybrid Equity Fund - Growth Plan
Category: Hybrid: Aggressive
Launch Date: 01-04-2005
AUM:
₹ 24,080.88 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 | 6.08 | 13.18 | 17.03 |
| 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
120.231
Last change
-0.28 (-0.2329%)
Fund Size (AUM)
₹ 24,080.88 Cr
Performance
15.13% (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/- | 7.46 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.33 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.08 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.06 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.35 |
| INFOSYS LIMITED EQ FV RS 5 | 3.2 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.96 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.75 |
| 7.34% GOI MAT 220464 | 2.51 |
| 7.09% GOI MAT 050854 | 2.46 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.76 |
| Information Technology | 6.17 |
| Oil, Gas & Consumable Fuels | 5.76 |
| Fast Moving Consumer Goods | 5.74 |
| Construction | 5.72 |
| Healthcare | 3.75 |
| Automobile and Auto Components | 3.47 |
| Telecommunication | 3.35 |
| Capital Goods | 2.64 |
| Services | 2.14 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Hybrid Equity Gr | 17.03 |
| SBI Equity Hybrid Reg Gr | 16.85 |
| ICICI Pru Equity & Debt Gr | 26.13 |
| Bandhan Aggr Hyb Fund Reg Gr | 17.81 |
| PGIM India Aggr Hybrid Equity Fund Gr | 13.58 |
| HSBC Aggressive Hybrid Fund Reg Gr | 15.84 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19.61 |
| Edelweiss Aggr Hybrid Reg Gr | 19.61 |
| Edelweiss Aggr Hybrid Plan B Gr | 19.67 |
| Mirae Asset Aggressive Hybrid Reg Gr | 15.63 |