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HDFC Hybrid Equity Fund IDCW Quarterly

Hybrid
Aggressive Hybrid
Very High Risk
47.53%
1Y return
-0.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹14.55
Min. SIP amountNA
Rating3star
Fund size₹18,760.18 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns47.5%14.6%13.1%16.0%
Category average42.2%12.7%12.2%NA
Rank with in category131615NA
Understand termsinfo

Holdings (74)

NameSectorInstrumentAssets
FinancialEquity7.6%
FinancialEquity6.6%
TechnologyEquity5.6%
ConstructionEquity4.6%
EnergyEquity4.4%
FinancialEquity4.2%
State Bank of India
FinancialEquity3.6%
EngineeringEquity3.2%
HealthcareEquity3.1%
FinancialEquity3.1%
See All

Pros and cons

info
Category: Hybrid Aggressive Hybrid
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Pros

Age is more than 10 years
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
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Cons

Higher expense ratio - 1.78%

Expense ratio, exit load and tax

Expense ratio: 1.78%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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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