| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.15% |
| NAV | ₹10.87 (13 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹16,509 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.7% |
| Infosys Ltd. | Technology | Equity | 6.3% |
| ICICI Bank Ltd. | Financial | Equity | 5.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.2% |
| Reliance Industries Ltd. | Energy | Equity | 4.1% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 3.4% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.2% |
| ITC Ltd. | FMCG | Equity | 3.2% |
| Tata Sons Ltd. | Financial | Debenture | 3.0% |
| Bharti Airtel Ltd. | Communication | Equity | 2.2% |
HDFC Hybrid Equity Fund Direct Plan Dividend Quarterly is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Chirag Setalvad, Rakesh Vyas is the Current Fund Manager of HDFC Hybrid Equity Fund Direct Plan Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹16,509 Cr and the Latest NAV as of 13 Jul 2020 is ₹10.87.
The HDFC Hybrid Equity Fund Direct Plan Dividend Quarterly is rated Moderately High risk. Minimum SIP Investment is set to 500. For more than 15% of investments 1% will be charged if redeemed within 1 year
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.
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.