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HDFC Hybrid Equity Fund(IDCW-Reinv) Direct IDCW

IDCW
19.510.33% (+0.06)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Large-size Fund

Assets Under Mgmt: ₹ 24,854 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Large-size Fund

Assets Under Mgmt: ₹ 24,854 Cr

Very High Risk

Principle investment will be at very high risk

HDFC Hybrid Equity Fund(IDCW-Reinv) Performance & Key Metrics

HDFC Hybrid Equity Fund(IDCW-Reinv) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.0428.720.11
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4342.380.01

HDFC Hybrid Equity Fund(IDCW-Reinv) Scheme InfoHDFC Hybrid Equity Fund(IDCW-Reinv) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 15% of Units For excess Units 1% on or before 1Y and Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index

About Aggressive Hybrid Fund

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

HDFC Hybrid Equity Fund(IDCW-Reinv) Peers

HDFC Hybrid Equity Fund(IDCW-Reinv) Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HDFC Hybrid Equity Fund(IDCW-Reinv)-0.22%10.60%3.25%
SBI Equity Hybrid Fund(IDCW-Payout)10.23%17.31%11.40%
ICICI Pru Equity & Debt Fund(H-IDCW)-0.74%13.68%10.95%
Canara Rob Equity Hybrid Fund(M-IDCW)0.62%10.86%6.65%

HDFC Hybrid Equity Fund(IDCW-Reinv) Returns Comparison

Compare HDFC Hybrid Equity Fund(IDCW-Reinv) with any MF, ETF, stock or index
Compare HDFC Hybrid Equity Fund(IDCW-Reinv) with any MF, ETF, stock or index
HDFC Hybrid Equity Fund(IDCW-Reinv)
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HDFC Hybrid Equity Fund(IDCW-Reinv) Portfolio

HDFC Hybrid Equity Fund(IDCW-Reinv) Asset Allocation

HDFC Hybrid Equity Fund(IDCW-Reinv) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

Jun 2025

ACTUAL
+2 moreCash & EquivalentsMutual FundsGovernment SecuritiesCorporate DebtEquity1.06%1.32%1.47%8.30%20.78%67.06%

Sep 2024

Dec 2024

Mar 2025

Jun 2025

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HDFC Hybrid Equity Fund(IDCW-Reinv) Sector Distribution

HDFC Hybrid Equity Fund(IDCW-Reinv) Sector Distribution

+26 moreConstruction & EngineeringIT Services & ConsultingG-SecPublic BanksPrivate Banks46.52 %6.71 %6.73 %8.30 %8.46 %23.27 %

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

HDFC Hybrid Equity Fund(IDCW-Reinv) Sector Weightage

HDFC Hybrid Equity Fund(IDCW-Reinv) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25Jun 2522.03%23.21%20.97%21.53%23.33%23.27%
Private Banks as a % of total holdings for last six quarters
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HDFC Hybrid Equity Fund(IDCW-Reinv) Current Holdings

HDFC Hybrid Equity Fund(IDCW-Reinv) Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of HDFC Hybrid Equity Fund(IDCW-Reinv)

AMC Profile of HDFC Hybrid Equity Fund(IDCW-Reinv)

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

  • No.of Schemes

    85

  • Total AUM

    ₹ 8,34,421.43 Cr.

HDFC Hybrid Equity Fund(IDCW-Reinv) Manager Details

HDFC Hybrid Equity Fund(IDCW-Reinv) Manager Details

HDFC Hybrid Equity Fund(IDCW-Reinv) Manager Profile

HDFC Hybrid Equity Fund(IDCW-Reinv) Manager Profile

Srinivasan Ramamurthy

AUM:  ₹1,57,978.11 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Anupam Joshi

AUM:  ₹1,52,442.42 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

HDFC Hybrid Equity Fund(IDCW-Reinv) Manager Performance (0)

HDFC Hybrid Equity Fund(IDCW-Reinv) Manager Performance (0)

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HDFC Hybrid Equity Fund(IDCW-Reinv) Tax Implications

HDFC Hybrid Equity Fund(IDCW-Reinv) Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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You make

HDFC Hybrid Equity Fund(IDCW-Reinv) Review & Opinions

HDFC Hybrid Equity Fund(IDCW-Reinv) Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The current NAV of HDFC Hybrid Equity Fund(IDCW-Reinv) is ₹19.51, as of 15th July 2025.

  2. What are the returns of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The HDFC Hybrid Equity Fund(IDCW-Reinv) was launched on 1st January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: -0.22%
    • 3 Year Returns: 10.60%
    • 5 Year Returns: 12.62%

  3. What are the top 5 sectoral holdings of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The top sectors HDFC Hybrid Equity Fund(IDCW-Reinv) has invested in are as follows:
    • Private Banks | 23.27%
    • Public Banks | 8.46%
    • G-Sec | 8.30%
    • IT Services & Consulting | 6.73%
    • Construction & Engineering | 6.71%
    This data is as on 15th July 2025.

  4. What are the top 5 holdings of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The top 5 holdings for HDFC Hybrid Equity Fund(IDCW-Reinv) are as follows:
    • ICICI Bank Ltd | 8.49%
    • HDFC Bank Ltd | 7.60%
    • Bharti Airtel Ltd | 4.85%
    • Reliance Industries Ltd | 4.44%
    • State Bank of India | 3.70%
    This data is as on 15th July 2025.

  5. What is the asset allocation of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The asset allocation for HDFC Hybrid Equity Fund(IDCW-Reinv) is as follows:
    • Equity | 67.06%
    • Corporate Debt | 20.78%
    • Government Securities | 8.30%
    • Mutual Funds | 1.47%
    • Cash & Equivalents | 1.32%
    This data is as on 15th July 2025.

  6. What is the AUM of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The AUM (i.e. assets under management) of HDFC Hybrid Equity Fund(IDCW-Reinv) is ₹24854.06 Cr as of 15th July 2025.

  7. What is the expense ratio of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The expense ratio of HDFC Hybrid Equity Fund(IDCW-Reinv) Plan is 1.04 as of 15th July 2025.

  8. What is the volatility or standard deviation of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The volatility or standard deviation for the HDFC Hybrid Equity Fund(IDCW-Reinv) is 9.36

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  9. What is the sharpe ratio of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The Sharpe ratio for the HDFC Hybrid Equity Fund(IDCW-Reinv) is 0.11

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  10. What is the Sortino ratio of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The Sortino Ratio for the HDFC Hybrid Equity Fund(IDCW-Reinv) is 0.01

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  11. What is the Price to Earnings (PE) ratio of HDFC Hybrid Equity Fund(IDCW-Reinv)?

    The PE ratio of HDFC Hybrid Equity Fund(IDCW-Reinv) is 28.72, while category PE ratio is 42.38.