HDFC Hybrid Equity Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
1.01 %
Expense Ratio
★★★
Rating
22,697
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 21% 16.6% 14.5% 15.4%
Category Average 23% 16.2% 14.5% -

Scheme Allocation

By Holding
By Sector
By Asset
7.03%
6.34%
Others
72.47%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 7.03%
HDFC Bank Banks Equity 6.34%
Larsen & Toubro Infrastructure Developers & Operators Equity 5.2%
Reliance Industr Refineries Equity 4.81%
St Bk of India Banks Equity 4.15%
ITC Tobacco Products Equity 3.77%
Infosys IT - Software Equity 3.45%
Axis Bank Banks Equity 3.34%
Bharti Airtel Telecomm-Service Equity 3.25%
SKF India Bearings Equity 1.81%
K E C Intl. Capital Goods - Electrical Equipment Equity 1.71%
H P C L Refineries Equity 1.57%
Zensar Tech. IT - Software Equity 1.54%
Redington Trading Equity 1.49%
Power Grid Corpn Power Generation & Distribution Equity 1.46%
Mahindra Holiday Hotels & Restaurants Equity 1.45%
PNC Infratech Infrastructure Developers & Operators Equity 1.41%
IndusInd Bank Banks Equity 1.39%
Kotak Mah. Bank Banks Equity 1.26%
United Spirits Alcoholic Beverages Equity 1.2%
Aurobindo Pharma Pharmaceuticals Equity 1.15%
Bank of Baroda Banks Equity 1.13%
Godrej Consumer FMCG Equity 0.91%
Krishna Institu. Healthcare Equity 0.79%
Dabur India FMCG Equity 0.75%
Vardhman Textile Textiles Equity 0.7%
ERIS Lifescience Pharmaceuticals Equity 0.69%
JK Tyre & Indust Tyres Equity 0.61%
Metropolis Healt Healthcare Equity 0.47%
Max Healthcare Healthcare Equity 0.43%
Cyient IT - Software Equity 0.42%
GMM Pfaudler Capital Goods-Non Electrical Equipment Equity 0.42%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 0.36%
Sharda Cropchem Agro Chemicals Equity 0.28%
M M Forgings Castings, Forgings & Fastners Equity 0.23%
T N Newsprint Paper Equity 0.18%
Jagran Prakashan Media - Print/Television/Radio Equity 0.11%
Sadbhav Engg. Construction Equity 0.07%
Epack Durable Consumer Durables Equity 0.02%
Happy Forgings Castings, Forgings & Fastners Equity 0.02%
Debt
28.58%
Banks
24.17%
Construction
6.61%
Petroleum Products
6.43%
IT-Software
5.26%
Others
28.95%
View all Sectors
Sectors Asset
Debt 28.58%
Banks 24.17%
Construction 6.61%
Petroleum Products 6.43%
IT-Software 5.26%
Diversified FMCG 4.09%
Telecom-Services 2.98%
Industrial Products 2.38%
Power 2.07%
Pharmaceuticals & Biotech 1.81%
Electrical Equipments 1.79%
Personal Products 1.7%
Healthcare Services 1.68%
Leisure Services 1.54%
Commercial Services & Sup 1.48%
Others 1.37%
Beverages 1.24%
Cash & Others 1.08%
Auto Components 0.74%
Textiles & Apparels 0.68%
Industrial Manufacturing 0.36%
Fertilisers & Agrochemica 0.31%
IT-Services 0.24%
Paper, Forest & Jute Prod 0.19%
Media 0.13%
Household Products 0.08%
Consumer Durables 0.03%
Equity
67.37%
Non Convertable Debenture
18.87%
Govt Securities / Sovereign
8.2%
Mutual Funds Units
1.39%
Debt & Others
1.22%
Others
2.95%
View all Assets
Assets Asset
Equity 67.37%
Non Convertable Debenture 18.87%
Govt Securities / Sovereign 8.2%
Mutual Funds Units 1.39%
Debt & Others 1.22%
Reverse Repos 1.03%
Net Curr Ass/Net Receivables 0.94%
REITs 0.73%
InvITs 0.25%

Advance Ratio

3.94
Alpha
2.64
SD
0.66
Beta
0.94
Sharpe

Exit Load

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.

Fund Objective

HDFC Hybrid Equity Fund, launched on 6th April 2005, is a type of mutual fund that invests in both equity and debt securities to provide investors with the potential for capital appreciation and income generation. This fund is managed by Chirag Stelavad, Priya Ranjan, and Anupam Joshi.

HDFC Hybrid Equity Fund aims to achieve long-term capital growth by investing in a diversified portfolio of mid-cap and large-cap blue-chip companies. The fund’s objective is to provide investors with the opportunity to benefit from the potential for appreciation in equity investments while also balancing the portfolio with fixed-income instruments to reduce risk.

Pros & Cons

Pros

Cons

The fund invests in a mix of equity and debt securities, reducing the overall risk of the portfolio. The fund is exposed to the ups and downs of both equity and debt markets, which can result in short-term volatility in the value of investments.
Equity investments have the potential to generate higher returns over the long term, which can lead to capital appreciation. The fund’s debt investments may be affected by changes in interest rates.
The fund’s allocation to debt securities provides a steady stream of income to investors. The performance of the fund depends on the performance of the underlying securities.
HDFC Asset Management Company (AMC) manages the fund, providing expertise and a disciplined investment approach.  

How to Invest in HDFC Hybrid Equity Fund

Investing in HDFC Hybrid Equity Fund through a platform like 5Paisa can be a convenient and easy process. The platform offers a user-friendly interface, a quick and hassle-free process, and eliminates the need for physical paperwork. This makes it easier for investors to manage their investments and monitor their portfolio performance.

However, it’s important to carefully consider your investment objectives, risk tolerance, and other personal financial circumstances before making any investment decisions.

What is the Expense Ratio of the HDFC Hybrid Equity Fund

The expense ratio is a measure of the total cost of operating a mutual fund, expressed as a percentage of the fund’s average net assets. It includes the various fees and expenses incurred by the fund, such as management fees, administrative costs, and distribution expenses.

The expense ratio is an important factor to consider when evaluating the costs of investing in a mutual fund, as it can have a significant impact on overall investment returns.

Who Should Invest in HDFC Hybrid Equity Fund

HDFC Hybrid Equity Fund can be suitable for investors who:

● Seek a balanced investment strategy: The fund invests in a mix of equity and debt securities, providing a balance of potential capital appreciation and income generation.

● Have a medium to long-term investment horizon: Equity investments typically perform better over the long term, so investors with a time horizon of 5 years or more may find this fund suitable.

● Have a moderate risk tolerance: The fund’s investment in both equity and debt securities can reduce the overall risk of the portfolio, making it suitable for investors who are looking for a moderate level of risk.

What are the Benefits of Investing in the HDFC Hybrid Equity Fund

The benefits of investing in the HDFC Hybrid Equity Fund include:

1. Diversification
The fund invests in a mix of equity and debt securities, reducing the overall risk of the portfolio.

2. Potential for Capital Appreciation
Equity investments have the potential to generate higher returns over the long term, which can lead to capital appreciation.

3. Income Generation
The fund’s allocation to debt securities provides a steady stream of income to investors.

4. Professional Management
HDFC Asset Management Company (AMC) manages the fund, providing expertise and a disciplined investment approach.

 

Fund Managers

Chirag Setalvad - Fund Management and Equity Research - Fund Manager

Mr Setalvad is one of the top Equity fund managers of HDFC mutual fund, managing the AUM of ₹63,256 Cr under 9 different schemes. He has over 22 years of experience collectively, of which 18 years of experience is in Fund Management and Equity Research and 3 years in investment banking.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HDFC Mutual Fund
AUM:
6,17,677 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com

More Funds from HDFC Mutual Fund

Fund Name

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Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
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Mid Cap Mutual Funds Mid Cap Mutual Funds
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Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
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Multi Cap Funds Multi Cap Funds
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ELSS Mutual Funds ELSS Mutual Funds
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Fund Name
Dividend Yield Funds Dividend Yield Funds
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Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
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Fund Name
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debt
Ultra Short Duration Funds Ultra Short Duration Funds
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Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
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Overnight Mutual Funds Overnight Mutual Funds
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Fund Name
Floater Mutual Funds Floater Mutual Funds
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Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
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Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in HDFC Hybrid Equity Fund – Direct Growth ?

You can invest in HDFC Hybrid Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HDFC Hybrid Equity Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HDFC Hybrid Equity Fund – Direct Growth ?

The NAV of HDFC Hybrid Equity Fund – Direct Growth is ₹111.4 as of 18 April 2024.

How to redeem HDFC Hybrid Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HDFC Hybrid Equity Fund – Direct Growth?

The minimum SIP amount of HDFC Hybrid Equity Fund – Direct Growth is ₹100

What are the top sectors HDFC Hybrid Equity Fund – Direct Growth has invested in?

The top sectors HDFC Hybrid Equity Fund – Direct Growth has invested in are
  1. Debt - 28.58%
  2. Banks - 24.17%
  3. Construction - 6.61%
  4. Petroleum Products - 6.43%
  5. IT-Software - 5.26%

Can I make investments in both the SIP and Lump Sum schemes of HDFC Hybrid Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HDFC Hybrid Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have HDFC Hybrid Equity Fund – Direct Growth generated ?

The HDFC Hybrid Equity Fund – Direct Growth has delivered 15.4% since inception

What is the expense ratio of HDFC Hybrid Equity Fund – Direct Growth ?

The expense ratio of HDFC Hybrid Equity Fund – Direct Growth is 1.01 % as of 18 April 2024.

What is the AUM of HDFC Hybrid Equity Fund – Direct Growth?

The AUM of HDFC Hybrid Equity Fund – Direct Growth is ₹6,17,677 Cr as of 18 April 2024

What are the top stock holdings of HDFC Hybrid Equity Fund – Direct Growth?

The top stock holdings of HDFC Hybrid Equity Fund – Direct Growth are
  1. ICICI Bank - 7.03%
  2. HDFC Bank - 6.34%
  3. Larsen & Toubro - 5.2%
  4. Reliance Industr - 4.81%
  5. St Bk of India - 4.15%

How can I redeem my investments in HDFC Hybrid Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Hybrid Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now