Home>Mutual Funds>HDFC Mutual Fund>HDFC Hybrid Equity Fund Direct Plan Growth

HDFC Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
19.34%
3Y annualised
+0.68% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Oct 2021₹86.68
Min. SIP amount₹500
Rating3star
Fund size₹18,908.77 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns53.4%19.3%14.5%16.8%
Category average42.2%12.7%12.2%NA
Rank with in category152114NA
Understand termsinfo

Holdings (67)

NameSectorInstrumentAssets
FinancialEquity7.1%
FinancialEquity5.9%
TechnologyEquity5.5%
EnergyEquity5.1%
FinancialEquity4.5%
ConstructionEquity4.3%
State Bank of India
FinancialEquity3.7%
EngineeringEquity3.5%
FMCGEquity3.3%
FinancialEquity3.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.13%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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