MUTUAL FUNDS RESERCH

  1. Home
  2. MUTUAL FUNDS RESERCH
Submit

HDFC Hybrid Equity Fund - Growth Plan

(Erstwhile HDFC Balanced Fund and HDFC Premier Multi-Cap Fund)

Back to Mutual Funds Research Page
Category: Hybrid: Aggressive
Launch Date: 01-04-2005
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 1.69% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 23,229.08 Cr As on (31-03-2025)
Turn over: 40.39
NAV as on 30-04-2025

114.789

-0.27 (-0.2309%)

CAGR Since Inception

15.23%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%

PERFORMANCE of HDFC Hybrid Equity Fund - Growth Plan

Scheme Performance (%) Data as on - 30-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Hybrid Equity Fund - Growth Plan 7.73 13.29 19.56 12.02 15.23
Benchmark - - - - -
Hybrid: Aggressive 7.46 13.91 19.36 11.47 12.98

Yearly Performance (%)

Nav Movement

Fund Managers

Chirag Setalvad, Anupam Joshi, Dhruv Muchhal

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. The fund aims to invest atleast 35-65 per cent in large-cap stocks and 35-65 per cent in mid-cap stocks.

RETURNS CALCULATOR for HDFC Hybrid Equity Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Hybrid Equity Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Hybrid Equity Fund - Growth Plan 8.51 0.48 1.76 1.2 7.48 10.44
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 7.73 14.5 13.29 19.56 12.02
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.5 22.3 16.23 19.23 12.77
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.63 18.41 12.65 17.69 11.86
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.22 18.78 13.52 19.54 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 10.75 22.16 16.4 21.43 0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 10.72 21.75 15.8 17.58 0.0
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.66 15.26 9.86 15.27 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.5 20.75 17.0 22.39 12.15
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.36 24.43 18.93 26.51 15.54
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.94 21.2 16.78 21.04 12.38

Asset Allocation (%)

PORTFOLIO ANALYSIS of HDFC Hybrid Equity Fund - Growth Plan

Portfolio as on