HDFC Hybrid Equity Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
14.66%
3Y annualised
-1.56% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Sep 2022₹81.76
Min. SIP amountNot Supported
Rating3
Fund size₹18,909.49Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.4%14.7%10.6%15.4%
Category average3.4%15.2%10.0%NA
Rank with in category61111NA
Understand terms

Holdings (59)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.8%
Reliance Industries Ltd.EnergyEquity5.1%
HDFC Bank Ltd.FinancialEquity4.6%
Larsen & Toubro Ltd.ConstructionEquity4.6%
ITC Ltd.Consumer StaplesEquity4.5%
Infosys Ltd.TechnologyEquity4.4%
State Bank of IndiaFinancialEquity4.4%
Housing Development Finance Corpn. Ltd.FinancialEquity3.9%
GOI
SovereignGOI Sec3.6%
Bharat Electronics Ltd.Capital GoodsEquity3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.74%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
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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