HDFC Hybrid Equity Fund Growth-0.38%

4Groww
8.46%
1 Year Return
Hybrid
Aggressive
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Hybrid Equity Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.71%
NAV54.45 (22 Nov 2019)
Fund Started06 Apr 2005
Fund Size21,087 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Hybrid Equity Fund Growth
8.5%
9.6%
8.7%
15.4%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
12
10
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.7%
    ICICI Bank Ltd.FinancialEquity6.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
    Infosys Ltd.TechnologyEquity4.6%
    Larsen & Toubro Ltd.ConstructionEquity3.6%
    ITC Ltd.FMCGEquity3.1%
    Tata Sons Ltd.FinancialDebenture2.8%
    Reliance Industries Ltd.EnergyEquity2.7%
    Axis Bank Ltd.FinancialEquity2.6%
    State Bank of IndiaFinancialEquity2.3%
    See All

    Fund Managers

    addChirag 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
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    Other Details

    HDFC Hybrid Equity Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 06 Apr 2005. Vinay Kulkarni is the Current Fund Manager of HDFC Hybrid Equity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹21,087 Cr and the Latest NAV as of 22 Nov 2019 is ₹54.45.

    The HDFC Hybrid Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For more than 15% of investments 1% will be charged if redeemed within 1 year.

    Investment Objective

    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.

    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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    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
    29 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,
    Invest Now
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