HDFC Hybrid Equity Fund Growth

HDFC Hybrid Equity Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
+11.46%
3Y annualised
-0.54% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹119.10
Min. SIP amount
Not Supported
Fund size
₹24,528.44 Cr
Expense ratio
1.69%

Holdings (118)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity7.63%
ICICI Bank Ltd.FinancialEquity7.12%
Reliance Industries Ltd.EnergyEquity4.61%
State Bank of IndiaFinancialEquity4.49%
Infosys Ltd.TechnologyEquity3.34%
Larsen & Toubro Ltd.ConstructionEquity3.25%
ITC Ltd.Consumer StaplesEquity2.71%
Axis Bank Ltd.FinancialEquity2.60%
Bharti Airtel Ltd.CommunicationEquity2.58%
GOISovereignGOI Sec2.44%
GOISovereignGOI Sec2.39%
Kotak Mahindra Bank Ltd.FinancialEquity2.30%
Maruti Suzuki India Ltd.AutomobileEquity1.70%
Bajaj Finance Ltd.FinancialBonds/NCD1.63%
Zensar Technologies Ltd.TechnologyEquity1.60%
Redington Ltd.ServicesEquity1.58%
HDFC Nifty 50 ETF-IDCWNAMutual Fund1.54%
Eris Lifesciences Ltd.HealthcareEquity1.51%
Tata Consultancy Services Ltd.TechnologyEquity1.44%
United Spirits Ltd.Consumer StaplesEquity1.42%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.32%
Hyundai Motor India Ltd.AutomobileEquity1.12%
HDFC Bank Ltd.FinancialDebenture1.04%
KEC International Ltd.Capital GoodsEquity1.04%
Krishna Institute of Medical Sciences LtdHealthcareEquity1.03%
SKF India (Industrial) Ltd.Capital GoodsEquity1.00%
Havells India Ltd.Capital GoodsEquity0.93%
HDFC Life Insurance Co Ltd.InsuranceEquity0.92%
Brookfield India Real Estate Trust REITConstructionREITs0.88%
JK Tyre & Industries Ltd.AutomobileEquity0.86%
HDFC Bank Ltd.FinancialDebenture0.84%
State Bank of IndiaFinancialBonds0.82%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.82%
National Bank For Financing Infrastructure And DevelopmentFinancialDebenture0.82%
GOISovereignGOI Sec0.77%
Bajaj Auto Ltd.AutomobileEquity0.76%
Dabur India Ltd.Consumer StaplesEquity0.75%
SKF India Ltd.Capital GoodsEquity0.75%
PNC Infratech Ltd.ConstructionEquity0.75%
Divi's Laboratories Ltd.HealthcareEquity0.72%
The Ramco Cements Ltd.ConstructionEquity0.69%
Eternal Ltd.ServicesEquity0.68%
Vardhman Textiles Ltd.TextilesEquity0.64%
Tata Power Company Ltd.EnergyDebenture0.64%
Mahindra Holidays & Resorts India Ltd.ServicesEquity0.64%
L&T Finance Ltd.FinancialNCD0.61%
Cholamandalam Investment and Finance Company Ltd.FinancialDebenture0.61%
GMM Pfaudler Ltd.Capital GoodsEquity0.55%
HDB Financial Services Ltd.FinancialDebenture0.53%
Kalpataru Projects International Ltd.Capital GoodsEquity0.52%
Blue Dart Express Ltd.ServicesEquity0.52%
Muthoot Finance Ltd.FinancialDebenture0.50%
Metropolis Healthcare Ltd.HealthcareEquity0.48%
Cholamandalam Investment and Finance Company Ltd.FinancialNCD0.42%
HDFC Bank Ltd.FinancialDebenture0.42%
Power Grid Corporation Of India Ltd.EnergyBonds0.42%
Can Fin Homes Ltd.FinancialDebenture0.41%
LIC Housing Finance Ltd.FinancialBonds/NCD0.41%
Mahanagar Telephone Nigam Ltd.CommunicationNCD0.41%
State Bank of IndiaFinancialDebenture0.41%
Indian Railway Finance Corporation Ltd.FinancialNCD0.41%
Kotak Mahindra Investments Ltd.FinancialNCD0.41%
National Bank For Agriculture & Rural DevelopmentFinancialNCD0.40%
GOISovereignCGL0.40%
Akzo Nobel India Ltd.ChemicalsEquity0.39%
Gujarat StateConstructionSDL0.35%
Gland Pharma Ltd.HealthcareEquity0.34%
Sharda Cropchem Ltd.ChemicalsEquity0.33%
Bajaj Finance Ltd.FinancialNCD0.31%
Kotak Mahindra Investments Ltd.FinancialDebenture0.31%
CIE Automotive India Ltd.Metals & MiningEquity0.31%
Power Grid Corporation Of India Ltd.EnergyDebenture0.30%
Gujarat StateConstructionSDL0.29%
Jharkhand StateOthersSDL0.29%
MM Forgings Ltd.Metals & MiningEquity0.27%
Indian Railway Finance Corporation Ltd.FinancialDebenture0.25%
Power Finance Corporation Ltd.FinancialBonds0.25%
Finolex Cables Ltd.Capital GoodsEquity0.23%
Powergrid Infrastructure Investment TrustServicesInvITs0.22%
Bajaj Finance Ltd.FinancialBonds/Deb0.21%
State Bank of IndiaFinancialDebenture0.21%
Indian Railway Finance Corporation Ltd.FinancialBonds/NCD0.21%
Power Finance Corporation Ltd.FinancialDebenture0.21%
REC Ltd.FinancialDebenture0.21%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD0.21%
Gujarat StateConstructionSDL0.21%
Muthoot Finance Ltd.FinancialDebenture0.21%
Chhattisgarh StateOthersSDL0.21%
National Bank For Agriculture & Rural DevelopmentFinancialBonds0.21%
Bihar StateOthersSDL0.21%
Indian Railway Finance Corporation Ltd.FinancialBonds0.20%
Power Finance Corporation Ltd.FinancialZCB0.20%
LIC Housing Finance Ltd.FinancialDebenture0.11%
Indian Railway Finance Corporation Ltd.FinancialBonds0.11%
Indian Oil Corporation Ltd.EnergyNCD0.10%
Indian Railway Finance Corporation Ltd.FinancialNCD0.10%
Nuclear Power Corpn. Of India Ltd.EnergyDebenture0.10%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.10%
Housing & Urban Development Corporation Ltd.FinancialDebenture0.10%
Maharashtra StateOthersSDL0.10%
National Bank For Agriculture & Rural DevelopmentFinancialBonds/NCD0.10%
Andhra Pradesh StateFinancialSDL0.10%
National Bank For Financing Infrastructure And DevelopmentFinancialBonds0.10%
Jio Credit Ltd.FinancialDebenture0.10%
REC Ltd.FinancialBonds0.10%
Rajasthan StateOthersSDL0.08%
GOISovereignGOI Sec0.07%
Jagran Prakashan Ltd.Consumer StaplesEquity0.07%
State Bank of IndiaFinancialNCD0.06%
GOISovereignGOI FRB0.06%
Power Finance Corporation Ltd.FinancialBonds0.06%
REC Ltd.FinancialDebenture0.06%
LIC Housing Finance Ltd.FinancialNCD0.05%
Gujarat StateConstructionSDL0.04%
Toyota Financial Services Ltd.FinancialDebenture0.04%
Power Finance Corporation Ltd.FinancialBonds0.03%
Axis Bank Ltd.FinancialCD0.02%
Indian BankFinancialCD0.02%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+11.5%+13.1%+12.4%+15.0%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)331511--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
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ICICI Prudential Equity & Debt Fund Growth
+12.33%+18.85%49,640.80
JM Aggressive Hybrid Fund Growth
JM Aggressive Hybrid Fund Growth
-2.14%+17.30%785.33
UTI Aggressive Hybrid Fund Plan Growth
UTI Aggressive Hybrid Fund Plan Growth
+6.05%+16.21%6,595.50
Edelweiss Aggressive Hybrid Fund Growth
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HDFC Balanced Fund Growth
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+6.97%+10.83%20,080.76
Compare

Fund management

SR
Srinivasan Ramamurthy
Jul 2025 - Present
View details

Education
Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.

DM
Dhruv Muchhal
Jun 2023 - Present
View details

Education
Mr. Dhruv has done B.Com, CA and CFA
Experience
Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Also manages these schemes

About HDFC Hybrid Equity Fund Growth

HDFC Hybrid Equity Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Anupam Joshi is the Current Fund Manager of HDFC Hybrid Equity Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,39,182 Cr and the Latest NAV as of 09 Jan 2026 is ₹119.10. The HDFC Hybrid Equity Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. ;

Investment Objective

The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
Fund benchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index

Fund house

Rank (total assets)#2 in India
Total AUM₹9,39,181.92 Cr
Date of Incorporation10 Dec 1999
Phone022 – 66316333
Launch Date10 Dec 1999
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,