HDFC Hybrid Equity Fund Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹21,910.19 Cr
Expense Ratio
1.64%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
11 Sep 2000
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.45% | -- |
| 3 Months | +2.02% | -- |
| 6 Months | -4.85% | -- |
| 1 Year | -6.09% | -6.09% |
| 2 Years | -- | -0.43% |
| 3 Years | +21.78% | +6.79% |
| 5 Years | +54% | +9.02% |
| Since Launch | +3152.07% | +14.43% |
Holdings as on 11 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 1,469.99 | 6.71 |
| HDFC Bank | 1,405.72 | 6.42 |
| Reliance Industries | 977.69 | 4.46 |
| AXIS Bank Ltd | 707.63 | 3.23 |
| Kotak Mahindra Bank | 672.35 | 3.07 |
| State Bank of India | 626.86 | 2.86 |
| Larsen & Toubro Ltd | 591.10 | 2.70 |
| 7.34% Govt Stock 2064 | 565.20 | 2.58 |
| Infosys | 557.24 | 2.54 |
| Bharti Airtel | 438.96 | 2.00 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.10
Sharpe Ratio
10.74%
Std. Deviation
5.36%
Tracking Error
-2.41%
Alpha
1.22
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Equity & Debt Fund Growth | +2.65% | +15.64% | +16.66% |
| SBI Equity Hybrid Fund Regular Growth | +1.31% | +12.77% | +10.86% |
| DSP Aggressive Hybrid Fund Growth | -3.25% | +11.25% | +9.54% |
| Canara Robeco Equity Hybrid Fund Growth | -0.14% | +10.79% | +9.78% |
| HDFC Hybrid Equity Fund Growth | -6.09% | +6.79% | +9.02% |
Results are calculated on CAGR basis
About Fund
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.
The HDFC Hybrid Equity Fund Growth has an AUM of 21910.19 crores & has delivered CAGR of 9.02 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.64%. The minimum investment in HDFC Hybrid Equity Fund Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries, AXIS Bank Ltd.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations, Construction Services.
Some of the similar funds are ICICI Prudential Equity & Debt Fund Growth, SBI Equity Hybrid Fund Regular Growth, DSP Aggressive Hybrid Fund Growth, Canara Robeco Equity Hybrid Fund Growth, HDFC Hybrid Equity Fund Growth. HDFC Hybrid Equity Fund Growth has a sharpe ratio of 0.10 & a standard deviation of 10.74%.
FAQs
According to the morning star rating HDFC Hybrid Equity Fund Growth has a Medium risk & Good return.
HDFC Hybrid Equity Fund Growth is managed by Anupam Joshi,Srinivasan Ramamurthy,Dhruv Muchhal.
The expense ratio of HDFC Hybrid Equity Fund Growth is 1.64%.
The 5 year annualized return on HDFC Hybrid Equity Fund Growth is 9.02% & it has generated -6.09% in the last 1 year.
The minimum investment in HDFC Hybrid Equity Fund Growth is 100 Rs.
HDFC Hybrid Equity Fund Growth has an AUM of 21910.19 crores.
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