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HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly

Hybrid
Aggressive Hybrid
Very High Risk
17.22%
3Y annualised
-0.85% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jan 2022₹15.90
Min. SIP amountNA
Rating3
Fund size₹18,447.88Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.4%17.2%14.7%16.3%
Category average42.2%12.7%12.2%NA
Rank with in category212114NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
FinancialEquity7.0%
TechnologyEquity5.8%
FinancialEquity5.4%
EnergyEquity4.7%
ConstructionEquity4.6%
FinancialEquity4.2%
FinancialEquity3.9%
FMCGEquity3.2%
GOI
SovereignGOI Sec3.1%
Tata Sons Ltd.
FinancialDebenture2.7%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.14%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

1Y annualised returns lower than category average by 15.56%

Expense ratio, exit load and tax

Expense ratio: 1.14%

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

Sankalp Baid
Jan 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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