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.
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio
1.69% As on (30-04-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
23,850.72 Cr As on (30-04-2025)
PERFORMANCE of HDFC Hybrid Equity Fund - Growth Plan
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of HDFC Hybrid Equity Fund - Growth Plan