HDFC Hybrid Equity Regular Growth Plan
SIP amount
Regular plans not available on Kuvera
Lumpsum amount
Regular plans not available on Kuvera

HDFC Hybrid Equity Regular Growth Plan

NAV
₹117.8770
-0.46%
(27 May)
AUM
23,851 Cr
TER
1.69%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+12.5%
+11.3%
+9.0%
+8.4%
+8.2%
+2.4%
3Y
+21.8%
+21.8%
+16.2%
+24.1%
+17.5%
+24.9%
5Y
+25.4%
+28.4%
+22.0%
+29.7%
+21.8%
+29.9%
ALL
+14.9%
+17.8%
+15.3%
+17.3%
+13.6%
+14.5%
VOL
12.8%
12.1%
14.9%
14.6%
-
14.3%
TER
0.4%
1.0%
1.7%
0.8%
-
0.6%
AUM
₹2,612 Cr
₹42,340 Cr
₹23,851 Cr
₹1,095 Cr
-
₹802 Cr
INFO
1.17
1.47
1.03
1.18
-
1.01
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 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 30th Apr
Top holdings
ICICI Bank Ltd
8.7%
HDFC Bank Ltd
7.6%
Bharti Airtel Ltd
4.7%
Reliance Industries Ltd
4.3%
State Bank of India
3.7%
Infosys Ltd
3.4%
ITC Ltd
3.3%
Larsen & Toubro Ltd
3.1%
7.34% Govt Stock 2064
2.7%
Axis Bank Ltd
2.5%
Top industry exposure
Financial Services
24.9%
Industrials
8.1%
Technology
8.0%
Consumer Defensive
6.7%
Energy
6.1%
Other information
Minimum SIP
Direct Only
Minimum lumpsum
Direct Only
Additional lumpsum
Direct Only
Portfolio turnover
24%
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)
Chirag Setalvad
Anupam Joshi
Dhruv Muchhal

FAQs