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HDFC Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
46.80%
1Y return
-0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹78.82
Min. SIP Amount₹500
Rating3star
Fund Size₹18,220.21 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns46.8%13.4%13.6%16.0%
Category average42.2%12.7%12.2%NA
Rank with in category111515NA
Understand termsinfo

Holdings (74)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.6%
HDFC Bank Ltd.FinancialEquity6.6%
Infosys Ltd.TechnologyEquity5.6%
Larsen & Toubro Ltd.ConstructionEquity4.6%
Reliance Industries Ltd.EnergyEquity4.4%
Housing Development Finance Corpn. Ltd.FinancialEquity4.2%
State Bank of India
FinancialEquity3.6%
Bharat Electronics Ltd.EngineeringEquity3.2%
Aurobindo Pharma Ltd.HealthcareEquity3.1%
Axis Bank Ltd.FinancialEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.14%

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

Minimum investment amounts

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