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AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
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  • HDFC Hybrid Equity Fund - Growth Plan
HDFC Hybrid Equity Fund - Growth Plan

Category: Hybrid: Aggressive

Launch Date: 01-04-2005

Riskometer: Very High

NAV as on 12-05-2025

₹ 116.57

₹ 2.79 ( 2.3977%)

CAGR Since Inception

15.28%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Chirag Setalvad, Anupam Joshi, Dhruv Muchhal

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.

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
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 12-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Hybrid Equity Fund - Growth Plan 11.21 16.17 21.15 12.3 15.28
Benchmark - - - - -
Hybrid: Aggressive 10.77 17.0 20.72 11.74 13.08
Nav Movement
RETURNS CALCULATOR for HDFC Hybrid Equity Fund - Growth Plan
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

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
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Hybrid Equity Fund - Growth Plan 8.51 0.73 0.76 1.22 7.48 10.44
Hybrid: Aggressive - - - - - -
Peer Comparison
Scheme Name 5Y (%)
HDFC Hybrid Equity Gr 21.15
DSP Aggressive Hybrid Fund Reg Gr 20.54
SBI Equity Hybrid Reg Gr 19.1
Bandhan Aggr Hyb Fund Reg Gr 20.99
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 22.87
Invesco India Aggressive Hybrid Reg Gr 18.99
UTI Aggressive Hybrid Fund Reg Gr 23.76
Edelweiss Aggr Hybrid Plan B Gr 22.72
Edelweiss Aggr Hybrid Reg Gr 22.65
Axis Aggressive Hybrid Reg Gr 16.58
Asset Allocation
Sectors
Sector Holdings (%)
N/A 31.09
Financial Services 25.0
Information Technology 6.84
Fast Moving Consumer Goods 6.49
Construction 5.84
Oil, Gas & Consumable Fuels 5.78
Telecommunication 4.48
Healthcare 4.42
Capital Goods 2.09
Services 2.01
Portfolio Holdings
Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 8.47
HDFC BANK LIMITED EQ NEW FV RE. 1/- 7.43
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 4.48
RELIANCE INDUSTRIES LIMITED EQ 4.03
STATE BANK OF INDIA EQ NEW RE. 1/- 3.72
INFOSYS LIMITED EQ FV RS 5 3.62
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.36
ITC LIMITED EQ NEW FV RE.1/- 3.3
7.34% GOI MAT 220464 2.72
7.09% GOI MAT 050854 2.42
About

In the vast landscape of the financial world, there exists a beacon of growth, prosperity, and empowerment - a company named NextFreedom LifeX.

F-5, Municipality Shopping Centre, Shubhash Road, Gamdi Vad, Anand - 388001

+91 - 87992 12156

+91 - 82007 70942

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Risk Factors : Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Fund schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for Commission earnings is made to clients at the time of investments. The option of Direct Plan for every Mutual Fund Scheme is available to investors, offering the advantage of a lower expense ratio. We are not entitled to earn any commission on Direct Plans; hence, we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-270604 | Initial Registration Date - 12 Jun 2023 | Validity - 11 Jun 2026

Grievance Officer : B S Kumaresh | support@freedomlifex.com


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