6M
1Y
3Y
5Y
All
Fund Details
HDFC Hybrid Equity Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.81% |
| NAV | ₹64.05 (25 Jan 2021) |
|---|---|
| Fund Started | 06 Apr 2005 |
| Fund Size | ₹17,350 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
14.3%
5.8%
12.4%
9.4%
Category Average
13.7%
6.0%
11.5%
-
Rank Within Category
16
16
12
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 14.3% returns per annum
Comparison
Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 5Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 1.8%
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.6% |
| HDFC Bank Ltd. | Financial | Equity | 7.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.2% |
| Infosys Ltd. | Technology | Equity | 5.8% |
| Reliance Industries Ltd. | Energy | Equity | 4.3% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.2% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 3.6% |
| ITC Ltd. | FMCG | Equity | 3.2% |
| Tata Sons Ltd. | Financial | Debenture | 3.0% |
| Axis Bank Ltd. | Financial | Equity | 2.7% |
See All
Fund Managers
Chirag 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
Anand Laddha
Education
Mr. Laddha has done B.Com. and CA
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held - Equity & Derivative Sales.
Funds Managed
Amar Kalkundrikar
Education
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Experience
Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
Funds Managed
Chirag Dagli
Education
Mr. Dagli has done B. COM and Chartered Accountant.
Experience
Prior to joining DSP Mutual Fund, he has worked with HDFC AMC, Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
Funds Managed
HDFC Hybrid Equity Fund Growth Details
HDFC Hybrid Equity Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 06 Apr 2005. Vinay Kulkarni is the Current Fund Manager of HDFC Hybrid Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹17,350 Cr and the Latest NAV as of 25 Jan 2021 is ₹64.05.
The HDFC Hybrid Equity Fund 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
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)
₹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
30 Jun 2000
E-mail
cliser@hdfcfund.comWebsite
NAHDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
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