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 Regular - Reg (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 Mar
Top holdings
ICICI Bank Ltd
8.5%
HDFC Bank Ltd
7.4%
Bharti Airtel Ltd
4.5%
Reliance Industries Ltd
4.0%
State Bank of India
3.7%
Infosys Ltd
3.6%
Larsen & Toubro Ltd
3.4%
ITC Ltd
3.3%
7.34% Govt Stock 2064
2.7%
7.09% Govt Stock 2054
2.4%
Top industry exposure
Financial Services
24.4%
Industrials
8.6%
Technology
8.4%
Consumer Defensive
6.5%
Energy
5.8%
Other information
Minimum SIP
Direct Only
Minimum lumpsum
Direct Only
Additional lumpsum
Direct Only
Portfolio turnover
25%
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.