HDFC Hybrid Equity Fund Direct Plan Dividend Quarterly is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Chirag Setalvad, Rakesh Vyas is the Current Fund Manager of HDFC Hybrid Equity Fund Direct Plan Dividend Quarterly.The fund currently has an Asset Under Management(AUM) of ₹21,076 Cr and the Latest NAV as of 18 Oct 2019 is ₹11.84.
The HDFC Hybrid Equity Fund Direct Plan Dividend Quarterly is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For more than 15% of investments 1% will be charged if redeemed within 1 year.
Investment Objective
The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies.
Tax Implications
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.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
For more than 15% of investments 1% will be charged if redeemed within 1 year
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