HDFC Mutual Fundimage

HDFC Hybrid Equity Fund - Regular Plan

HybridAggressiveGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (09 Dec 24)

₹ 116.93

AUM (in Cr)

₹ 24068.32

5 Years CAGR

% 16.53

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
HDFC Hybrid Equity Fund - Regular Plan
2.70
0.90
6.55
18.51
13.72
16.53
Nifty 50 Hybrid Composite Debt 65:35 Index
0.79
0.42
7.39
15.88
11.86
14.01
Aggressive
2.23
8.23
15.15
31.95
15.47
19.07

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of Mid Cap & Large Cap blue chip companies.

Expense Ratio
% 1.68
Benchmark
Nifty 50 Hybrid Composite Debt 65:35 Index
AUM
₹ 24068.32
Inception Date
06 Apr 2005
Turnover Ratio
% 36.34
Exit Load
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Asset Class
Hybrid
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