| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.16% |
| NAV | ₹11.57 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹16,198 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.8% |
| Infosys Ltd. | Technology | Equity | 8.7% |
| ICICI Bank Ltd. | Financial | Equity | 6.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.3% |
| Reliance Industries Ltd. | Energy | Equity | 5.2% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 3.6% |
| Tata Sons Ltd. | Financial | Debenture | 3.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.1% |
| ITC Ltd. | FMCG | Equity | 2.8% |
| Atul Ltd. | Chemicals | 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 ₹16,198 Cr and the Latest NAV as of 23 Oct 2020 is ₹11.57.
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 Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
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.