HDFC Hybrid Equity Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Hybrid Equity Growth Direct Plan

NAV
₹116.2620
-0.31%
(27 Feb)
AUM
23,354 Cr
TER
1.05%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.7%
+8.6%
+7.2%
+5.5%
+4.6%
+4.1%
3Y
+16.4%
+17.6%
+18.0%
+21.3%
+12.6%
+12.6%
5Y
+18.9%
+18.2%
+21.7%
+23.1%
+15.3%
+15.0%
ALL
+19.4%
+14.4%
+17.3%
+14.3%
+14.7%
+13.3%
VOL
12.7%
12.8%
12.1%
14.3%
11.7%
-
TER
0.5%
0.4%
1.0%
0.7%
1.1%
-
AUM
₹1,524 Cr
₹2,371 Cr
₹39,770 Cr
₹752 Cr
₹23,354 Cr
-
INFO
1.52
1.12
1.43
1.00
1.25
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Hybrid Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
ICICI Bank Ltd
7.8%
HDFC Bank Ltd
6.9%
Infosys Ltd
4.3%
Bharti Airtel Ltd
4.2%
Reliance Industries Ltd
4.0%
State Bank of India
3.7%
ITC Ltd
3.6%
Larsen & Toubro Ltd
3.4%
7.09% Govt Stock 2054
2.4%
7.34% Govt Stock 2064
2.2%
Top industry exposure
Financial Services
22.6%
Industrials
9.2%
Technology
8.8%
Consumer Defensive
6.8%
Energy
5.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
28%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the Scheme is to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments. The Scheme will also invest in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Chirag Setalvad
Anupam Joshi
Dhruv Muchhal

FAQs