| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.15% |
| NAV | ₹55.30 (13 Aug 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹16,855 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.2% |
| Infosys Ltd. | Technology | Equity | 8.1% |
| ICICI Bank Ltd. | Financial | Equity | 5.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.2% |
| Reliance Industries Ltd. | Energy | Equity | 4.8% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 3.8% |
| ITC Ltd. | FMCG | Equity | 3.1% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.0% |
| Tata Sons Ltd. | Financial | Debenture | 3.0% |
| Axis Bank Ltd. | Financial | Bonds | 2.1% |
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 ₹16,855 Cr and the Latest NAV as of 13 Aug 2020 is ₹55.30.
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
The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies.
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.