HDFC Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
15.39%
3Y annualised
-1.56% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Sep 2022₹87.03
Min. SIP amount₹100
Rating3
Fund size₹18,909.49Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.1%15.4%11.4%15.1%
Category average3.4%15.2%10.0%NA
Rank with in category71312NA
Understand terms

Holdings (59)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.8%
Reliance Industries Ltd.EnergyEquity5.1%
HDFC Bank Ltd.FinancialEquity4.6%
Larsen & Toubro Ltd.ConstructionEquity4.6%
ITC Ltd.Consumer StaplesEquity4.5%
Infosys Ltd.TechnologyEquity4.4%
State Bank of IndiaFinancialEquity4.4%
Housing Development Finance Corpn. Ltd.FinancialEquity3.9%
GOI
SovereignGOI Sec3.6%
Bharat Electronics Ltd.Capital GoodsEquity3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.12%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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