HDFC Hybrid Equity Fund - Growth Plan
Category: Hybrid: Aggressive
Launch Date: 01-04-2005
AUM:
₹ 24,684.07 Cr
Expense Ratio
1.68%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
ISIN
INF179K01AS4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 - Mr. Srinivasan Ramamurthy, FM 2 - Mr. Dhruv Muchhal, FM 3 - Mr. Anupam Joshi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HDFC Hybrid Equity Fund - Growth Plan | 8.45 | 12.3 | 15.63 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
121.431
Last change
0.47 (0.3862%)
Fund Size (AUM)
₹ 24,684.07 Cr
Performance
15.13% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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 achieved.
Fund Manager
FM 1 - Mr. Srinivasan Ramamurthy, FM 2 - Mr. Dhruv Muchhal, FM 3 - Mr. Anupam Joshi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.55 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.14 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.34 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.25 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.33 |
| INFOSYS LIMITED EQ FV RS 5 | 3.21 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.18 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.81 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.51 |
| TREPS - Tri-party Repo | 2.47 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.12 |
| Information Technology | 6.25 |
| Oil, Gas & Consumable Fuels | 6.04 |
| Fast Moving Consumer Goods | 5.79 |
| Construction | 5.75 |
| Healthcare | 4.22 |
| Automobile and Auto Components | 4.05 |
| Telecommunication | 3.33 |
| Capital Goods | 2.73 |
| Services | 1.99 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HDFC Hybrid Equity Gr | 15.63 |
| SBI Equity Hybrid Reg Gr | 15.28 |
| ICICI Pru Equity & Debt Gr | 24.48 |
| Bandhan Aggr Hyb Fund Reg Gr | 16.79 |
| Mirae Asset Aggressive Hybrid Reg Gr | 14.69 |
| Edelweiss Aggr Hybrid Reg Gr | 18.18 |
| Edelweiss Aggr Hybrid Plan B Gr | 18.24 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 18.57 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 20.93 |
| PGIM India Aggr Hybrid Equity Fund Gr | 12.2 |