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HDFC Hybrid Equity Fund IDCW Quarterly+0.87%

47.93%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Hybrid Equity Fund IDCW Quarterly

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.81%
NAV₹12.49 (22 Apr 2021)
Fund Started06 Apr 2005
Fund Size17,309 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
47.9%
8.4%
11.7%
9.4%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
11
15
14
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 47.9% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 1.79%

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity7.6%
HDFC Bank Ltd.FinancialEquity6.9%
Infosys Ltd.TechnologyEquity5.1%
Larsen & Toubro Ltd.ConstructionEquity4.5%
Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
Reliance Industries Ltd.EnergyEquity4.4%
ITC Ltd.FMCGEquity3.4%
State Bank of IndiaFinancialEquity3.3%
Aurobindo Pharma Ltd.HealthcareEquity3.1%
Bharat Electronics Ltd.EngineeringEquity2.4%
See All

Fund Managers

Anand Laddha
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Amar Kalkundrikar
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Chirag Dagli
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Sankalp Baid
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HDFC Hybrid Equity Fund IDCW Quarterly Details

HDFC Hybrid Equity Fund IDCW Quarterly is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 06 Apr 2005. Chirag Setalvad, Rakesh Vyas is the Current Fund Manager of HDFC Hybrid Equity Fund IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹17,309 Cr and the Latest NAV as of 22 Apr 2021 is ₹12.49.

The HDFC Hybrid Equity Fund IDCW Quarterly is rated Very High risk. Minimum SIP Investment is set to 500. 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)

Not Supported
Min for First Investment
Not Supported
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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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
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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