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17138
21273
HDFC Hybrid Equity Fund - Direct (G)
7.60
-6.73
9.48
-1.65
-1.75
-7.16
-9.29
13.40
7
1.57
9.48
HDFC Hybrid Equity Fund - Direct (G)
1.52
8.78
1.19
3.5
5 Years

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  • NAV

    119.25

    02 Jun 2026

  • 7.60%

    3Y CAGR returns

Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.23%

    Expense Ratio

  • 3

     Rating

  • 22,297 Cr

    Fund Size

  • 13 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 02 Jun 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -6.73%
  • 7.60%
  • 9.48%
  • 13.40

By Holding By Sector By Asset
6.63%
6.53%
4.75%
3.59%
3.13%
75.37%
View All

  • 1.27Alpha
  • 3.04SD
  • 0.76Beta
  • 0.16Sharpe

Exit Load & Tax Implication

  • 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.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of Mid Cap and Large Cap blue chipcompanies.

Fund Managers

Srinivasan Ramamurthy

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

  • Address :
  • HDFC House, 2nd Flr, H.T.Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020.
    • Contact :
    • +91022 - 6631 6333
    • Email ID :
    • hello@hdfcfund.com

Other Calculators

FAQs

HDFC Hybrid Equity Fund - Direct (G) has delivered 16.06% since inception

The NAV of HDFC Hybrid Equity Fund - Direct (G) is ₹122.847 as of 02 Jun 2026

The expense ratio of HDFC Hybrid Equity Fund - Direct (G) is 1.23 % as of 02 Jun 2026

The AUM of HDFC Hybrid Equity Fund - Direct (G) 23138.2 CR as of 02 Jun 2026

The minimum SIP amount of HDFC Hybrid Equity Fund - Direct (G) is 100

The top stock holdings of HDFC Hybrid Equity Fund - Direct (G) are

  1. ICICI Bank - 6.63%
  2. HDFC Bank - 6.53%
  3. Reliance Industr - 4.75%
  4. SBI - 3.59%
  5. Axis Bank - 3.13%

The top sectors HDFC Hybrid Equity Fund - Direct (G) has invested in are

  1. Debt - 28.89%
  2. Banks - 24.01%
  3. Construction - 8.86%
  4. Petroleum Products - 6.28%
  5. IT-Software - 4.7%

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