| NAV: 24 Jun 2022 | ₹14.27 |
| Min. SIP amount | NA |
| Rating | 3 |
| Fund size | ₹17,762.50Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 2.3% | 11.4% | 9.8% | 14.4% |
| Category average | 42.2% | 12.7% | 12.2% | NA |
| Rank with in category | 16 | 17 | 12 | NA |
Holdings (63)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.7% |
| Reliance Industries Ltd. | Energy | Equity | 5.6% |
| Infosys Ltd. | Technology | Equity | 4.8% |
| HDFC Bank Ltd. | Financial | Equity | 4.5% |
| State Bank of India | Financial | Equity | 4.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.2% |
| ITC Ltd. | Consumer Staples | Equity | 3.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.7% |
GOI | Sovereign | GOI Sec | 3.1% |
| Axis Bank Ltd. | Financial | Equity | 2.9% |
Pros and cons
Pros
Cons
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Chirag SetalvadJun 2018 - PresentView details
Priya RanjanMay 2022 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
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?
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.
