|Larsen & Toubro||Infrastructure Developers & Operators||Equity||4.03%|
|Infosys||IT - Software||Equity||3.61%|
|St Bk of India||Banks||Equity||3.38%|
|K E C Intl.||Capital Goods - Electrical Equipment||Equity||2.5%|
|Power Grid Corpn||Power Generation & Distribution||Equity||2.44%|
|Mahindra Holiday||Hotels & Restaurants||Equity||1.68%|
|Zensar Tech.||IT - Software||Equity||1.46%|
|Persistent Sys||IT - Software||Equity||1.07%|
|H P C L||Refineries||Equity||0.9%|
|Bank of Baroda||Banks||Equity||0.87%|
|Sharda Cropchem||Agro Chemicals||Equity||0.54%|
|B P C L||Refineries||Equity||0.43%|
|Kotak Mah. Bank||Banks||Equity||0.39%|
|M M Forgings||Castings, Forgings & Fastners||Equity||0.27%|
|Kalpataru Proj.||Capital Goods - Electrical Equipment||Equity||0.24%|
|T N Newsprint||Paper||Equity||0.2%|
|Jagran Prakashan||Media - Print/Television/Radio||Equity||0.13%|
|Pharmaceuticals & Biotech||1.56%|
|Fertilisers & Agrochemica||1.54%|
|Commercial Services & Sup||1.39%|
|Cash & Others||1.27%|
|Aerospace & Defense||1.2%|
|Textiles & Apparels||0.63%|
|Paper, Forest & Jute Prod||0.16%|
|Non Convertable Debenture||19.07%|
|Govt Securities / Sovereign||9.56%|
|Mutual Funds Units||1.31%|
|Debt & Others||0.72%|
|Net Curr Ass/Net Receivables||0.66%|
|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.|
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
|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:
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.
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.
- Fund Name
- Fund Size
- 3Y Returns
- ICICI Pru Equity & Debt Fund – Direct Growth
23.2%Fund Size - 25,274
31.1%Fund Size - 25,274
17.7%Fund Size - 25,274
- UTI-Hybrid Equity Fund – Direct Growth
21.1%Fund Size - 4,788
23.6%Fund Size - 4,788
13.7%Fund Size - 4,788
- Nippon India Equity Hybrid Fund – Direct Growth
21.2%Fund Size - 3,026
23.2%Fund Size - 3,026
9.2%Fund Size - 3,026
- Franklin India Equity Hybrid Fund – Direct Growth
18.9%Fund Size - 1,479
21.6%Fund Size - 1,479
13.8%Fund Size - 1,479
- Tata Hybrid Equity Fund – Direct Growth
14.6%Fund Size - 3,387
19.8%Fund Size - 3,387
12.9%Fund Size - 3,387
AMC Contact Details
Frequently Asked Questions
How to invest in HDFC Hybrid Equity Fund – Direct Growth ?
- 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 ?
How to redeem HDFC Hybrid Equity Fund – Direct Growth holding ?
What is the minimum sip amount of HDFC Hybrid Equity Fund – Direct Growth?
What are the top sectors HDFC Hybrid Equity Fund – Direct Growth has invested in?
- Debt - 30.35%
- Banks - 25.21%
- Petroleum Products - 5.93%
- IT-Software - 5.67%
- Construction - 5.42%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Hybrid Equity Fund – Direct Growth?
How much returns have HDFC Hybrid Equity Fund – Direct Growth generated ?
What is the expense ratio of HDFC Hybrid Equity Fund – Direct Growth ?
What is the AUM of HDFC Hybrid Equity Fund – Direct Growth?
What are the top stock holdings of HDFC Hybrid Equity Fund – Direct Growth?
How can I redeem my investments in HDFC Hybrid Equity Fund – Direct Growth?
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.