HDFC Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
23.50%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Sep 2023₹101.59
Min. SIP amount₹100
Rating4
Fund size₹20,788.64Cr

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 returns16.8%23.5%14.2%15.3%
Category average13.9%19.2%12.1%NA
Rank with in category181111NA
Understand terms

Holdings (76)

NameSectorInstrumentAssets
FinancialEquity8.3%
SovereignGOI Sec7.2%
FinancialEquity6.7%
Consumer StaplesEquity4.8%
EnergyEquity4.3%
ConstructionEquity4.0%
TechnologyEquity3.6%
FinancialEquity3.4%
FinancialEquity3.4%
National Bank For Agriculture & Rural Development
FinancialDebenture2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.08%

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

Anupam Joshi
Oct 2022 - Present
View details

Education
Mr. Joshi is a PGDM in Business Management.
Experience
Prior to joining HDFC Mutual Fund he has worked with IDFC AMC, Principal Asset Management Company and ICAP India Pvt. Ltd.
Also manages these schemes

Dhruv Muchhal
Jun 2023 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

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

Compare funds

HDFC Hybrid Equity Fund Direct Plan Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 4.3.2
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK MAHINDRA |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  BANDHAN |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  IDBI |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ |  BAJAJ