HDFC Hybrid Equity Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Hybrid Equity Growth Direct Plan

NAV
₹127.2500
-0.59%
(2 Feb)
AUM
24,528 Cr
TER
1.02%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.1%
+10.5%
+9.1%
+7.8%
+6.9%
+3.9%
3Y
+19.6%
+18.8%
+20.2%
+15.1%
+12.7%
+20.1%
5Y
+22.1%
+18.4%
+20.7%
+14.6%
+14.3%
+18.6%
ALL
+17.2%
+18.7%
+16.1%
+12.0%
+14.4%
+13.8%
VOL
11.9%
12.3%
14.3%
-
11.5%
14.1%
TER
0.9%
0.4%
0.7%
-
1.0%
0.7%
AUM
₹49,641 Cr
₹2,108 Cr
₹1,349 Cr
-
₹24,528 Cr
₹785 Cr
INFO
1.45
1.52
1.12
-
1.25
0.98
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Hybrid Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
7.6%
ICICI Bank Ltd
7.1%
Reliance Industries Ltd
4.6%
State Bank of India
4.5%
Infosys Ltd
3.3%
Larsen & Toubro Ltd
3.2%
ITC Ltd
2.7%
Axis Bank Ltd
2.6%
Bharti Airtel Ltd
2.6%
7.34% Govt Stock 2064
2.4%
Top industry exposure
Financial Services
25.0%
Industrials
9.8%
Technology
8.0%
Consumer Cyclical
6.7%
Energy
5.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
19%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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 realized.
Fund manager(s)
Anupam Joshi
Srinivasan Ramamurthy
Dhruv Muchhal

FAQs