3 Year return

16.55%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹24091.05 Cr.

Expense Ratio

1.02% (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

3
4
0

Tax Implications

Withdrawal within 1 year:

15% tax on gains

Withdrawal after 1 year:

10% tax on gains above ₹1 lakh per financial year

Fund Holdings

Holdings

HDFC Mutual Fund Managers

CS

Chirag Setalvad

Fund Manager since Feb 2016

View Details

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund Asset management company

AUM ₹676,798.02 Cr.
No. of Schemes 167
Setup Date NA

Peer Comparison

Comparison with other similar funds

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 16.83%
Expense Ratio 1.02%
Fund Manager Chirag Setalvad
Fund Size ₹24091.05 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

Name HDFC Mutual Fund
Launch Date July 2000
Addresss "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact 1800 3010 6767 1800 419 7676
Email hello@hdfcfund.com
Website https://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

What is today's NAV of HDFC Hybrid Equity Fund?

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 Jul 12 2024 is 123.282

What is the AUM of HDFC Hybrid Equity Fund?

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 24091.05 crore.

What is the expense ratio of HDFC Hybrid Equity Fund?

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 1.02%

What are the returns of HDFC Hybrid Equity Fund since inception?

The HDFC Hybrid Equity Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.09 since inception.

What is the minimum SIP amount to invest in HDFC Hybrid Equity Fund?

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 100.

How do I invest in HDFC Hybrid Equity Fund?

  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.

How to start an SIP in HDFC Hybrid Equity Fund?

  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.

How do I automate an SIP in HDFC Hybrid Equity Fund?

  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.

How can I withdraw/redeem my investment in HDFC Hybrid Equity Fund?

  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.