6M
1Y
3Y
5Y
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Fund Details
HDFC Hybrid Equity Fund Direct Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.22% |
| NAV | ₹68.44 (19 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹17,350 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
16.4%
7.4%
13.8%
11.3%
Category Average
14.1%
6.4%
11.9%
-
Rank Within Category
23
17
12
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 16.4% returns per annum
Comparison
Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 10.2% |
| ICICI Bank Ltd. | Financial | Equity | 7.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 6.5% |
| Infosys Ltd. | Technology | Equity | 5.8% |
| Reliance Industries Ltd. | Energy | Equity | 4.3% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 3.7% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.7% |
| Tata Sons Ltd. | Financial | Debenture | 3.0% |
| ITC Ltd. | FMCG | Equity | 3.0% |
| Axis Bank Ltd. | Financial | Equity | 2.6% |
See All
Fund Managers
Chirag Setalvad
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Funds Managed
Anand Laddha
Education
Mr. Laddha has done B.Com. and CA
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held - Equity & Derivative Sales.
Funds Managed
Amar Kalkundrikar
Education
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Experience
Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
Funds Managed
Chirag Dagli
Education
Mr. Dagli has done B. COM and Chartered Accountant.
Experience
Prior to joining DSP Mutual Fund, he has worked with HDFC AMC, Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
Funds Managed
HDFC Hybrid Equity Fund Direct Plan Growth Details
HDFC Hybrid Equity Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Vinay Kulkarni is the Current Fund Manager of HDFC Hybrid Equity Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹17,350 Cr and the Latest NAV as of 19 Jan 2021 is ₹68.44.
The HDFC Hybrid Equity Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For more than 15% of investments 1% will be charged if redeemed within 1 year
Investment Objective
The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
Tax Implications
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.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
For more than 15% of investments 1% will be charged if redeemed within 1 year
Exit Load
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HDFC Hybrid Equity Fund Direct Plan Growth
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About HDFC Mutual Fund
Address
“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Phone
022 6631 6333
Launch Date
30 Jun 2000
E-mail
cliser@hdfcfund.comWebsite
NAHDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
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