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HYBRID•AGGRESSIVE HYBRID FUND

HDFC Hybrid Equity Fund

3 Year return

12.36%
NAV on December 17, 2025
130.616
1D Returns
-0.59%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
21.56%₹776
Total Value ₹4,376

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹24,704.2 Cr.
Expense Ratio
1.01% (inclusive of GST)
Exit Load
1.00% - If Units are redeemed / switched-out within 1 year from the date of allotment. Nil - If Units are redeemed / switched-out after 1 year from the date of allotment.

Ratings

ARQ Rating
4.5

Ratings by other agencies

Value Research
3
Crisil
4
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

HDFC Mutual Fund Manager

AJ

Anupam Joshi

Fund Manager since Oct 2015

DM

Dhruv Muchhal

Fund Manager since Jun 2023

SR

Srinivasan Ramamurthy

Fund Manager since Sep 2025

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund

Asset management company

AUM
₹8,93,027.76 Cr.
No. of Schemes
182
Setup Date
July 2000

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Equity and Debt Fund19.6078%
5
Bank of India Mid and Small Cap Equity and Debt Fund18.2698%
3
Quant Aggressive Hybrid Fund12.8607%
4

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Hybrid Equity Fund Growth Direct Plan

HDFC Hybrid Equity Fund Direct Plan-Growth, an aggressive hybrid mutual fund scheme, is a key offering from HDFC Mutual Fund. This is an open-ended fund providing investors an opportunity to invest at any time. The HDFC Hybrid Equity Fund comes with no lock-in period as well. The expense ratio of this fund is low relative to its category average. The fund only invests in domestic equities.

Investment Objective of the Scheme

The fund's primary objective is to generate capital appreciation and income from a portfolio predominantly consisting of equity and equity-related instruments. Alongside this, the scheme also allocates a portion of its portfolio to debt and money market instruments, providing stability and regular income. However, investors should note that the scheme does not guarantee that its investment objectives will be realised.

Key Features of The Fund

5-year return
15.0388%
Expense Ratio
1.01%
Fund Manager
Anupam Joshi
Fund Size
₹24704.2 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This fund is an appropriate choice for those who are capable of enduring a certain degree of risk and are in the pursuit of wealth accumulation over the long haul. Owing to the fund's hybrid characteristics, it is particularly beneficial for individuals with an extended investment time frame, ideally spanning over a minimum of five years. The potential for capital appreciation combined with the generation of income can be attractive to those who seek a balanced approach to investing. However, as with all investments, your individual financial goals, risk tolerance, and investment horizon should be taken into account before investing.

AMC Contact Details

NameHDFC Mutual Fund
Launch DateJuly 2000
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact1800 3010 67671800 419 7676
Emailhello@hdfcfund.com
Websitehttps://www.hdfcfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Hybrid Equity Fund on December 17, 2025, is ₹130.616
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Hybrid Equity Fund, is ₹24704.2 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HDFC Hybrid Equity Fund is 1.01%
The HDFC Hybrid Equity Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Hybrid Equity Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,376 in 3Y at 12.3599% returns
SIP Date1st of every month

Your next SIP Payment will be on 17 January 2026

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