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HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly

Hybrid
Aggressive Hybrid
Very High Risk
11.41%
3Y annualised
+0.73% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Jun 2022₹14.27
Min. SIP amountNA
Rating3
Fund size₹17,762.50Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.3%11.4%9.8%14.4%
Category average42.2%12.7%12.2%NA
Rank with in category161712NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.7%
Reliance Industries Ltd.EnergyEquity5.6%
Infosys Ltd.TechnologyEquity4.8%
HDFC Bank Ltd.FinancialEquity4.5%
State Bank of IndiaFinancialEquity4.2%
Larsen & Toubro Ltd.ConstructionEquity4.2%
ITC Ltd.Consumer StaplesEquity3.8%
Housing Development Finance Corpn. Ltd.FinancialEquity3.7%
GOI
SovereignGOI Sec3.1%
Axis Bank Ltd.FinancialEquity2.9%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 1.1%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Expense ratio, exit load and tax

Expense ratio: 1.10%

Inclusive of GST

Exit load

For more than 15% of investments 1% will be charged if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
Website
NA
Amc Image
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly?

You can easily invest in HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly provide?

The HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly has been there from 01 Jan 2013 and the average annual returns provided by this fund is 2.31% since its inception.

How much expense ratio is charged by HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly?

The term Expense Ratio used for HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly is 1.10% as of 26 Jun 2022...

What is the AUM of HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly?

The AUM, short for Assets Under Management of HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly is ₹17,762.50Cr as of 26 Jun 2022.

How to Redeem HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly?

If you want to sell your HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly?

You can select either SIP or Lumpsum investment of HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly based on your investment objective and risk tolerance.

What is the NAV of HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly?

The NAV of HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly is ₹14.27 as of 24 Jun 2022.

What is the PE and PB ratio of HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly?

The PE ratio ratio of HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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