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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.02 | 35.24 | 1.50 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 43.49 | 1.72 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 65:35 Index |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Hybrid Equity Fund(IDCW-Reinv) | 13.32% | 7.73% | 3.49% |
SBI Equity Hybrid Fund(IDCW-Payout) | 20.97% | 12.55% | 11.28% |
ICICI Pru Equity & Debt Fund(H-IDCW) | 15.33% | 11.47% | 11.42% |
Canara Rob Equity Hybrid Fund(M-IDCW) | 16.46% | 7.36% | 7.05% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
7.85 %
Holdings
7.01 %
Holdings
4.83 %
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
83
Total AUM
₹ 7,68,032.20 Cr.
Chirag Setalvad
AUM: ₹1,33,749.70 Cr.
|
Exp: 16yrs
Anupam Joshi
AUM: ₹1,48,878.99 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
#FundTalk on Hybrid Funds with Srinivasan Ramamurthy
1 year ago•HDFC Mutual Fund
HDFC Hybrid Equity Fund 2021 | Review in Hindi | HDFC हाइब्रिड इक्विटी फण्ड
3 years ago•ZFunds
HDFC Hybrid Equity fund is not doing well. What should I do with it?
3 years ago•Value Research
Value Research Helpline Q&A on 12th December 2020
4 years ago•Value Research
Value Research Helpline Q&A on 21st Nov 2020 at 4 pm
4 years ago•Value Research
Top Mutual Funds of HDFC Mutual Fund (Hindi) | Incl. HDFC Midcap Opportunities & HDFC Equity Fund
4 years ago•ETMONEY
HDFC Mutual Fund: Know Everything about Company, Team, Top HDFC Funds, Fund Managers (in Hindi)
4 years ago•ETMONEY
HDFC Hybrid Equity Fund - Detailed Review | www.mfyadnya.in
4 years ago•Yadnya Investment Academy
HDFC Hybrid Equity Fund: Review (HDFC Balanced)
6 years ago•freefincal - Prudent DIY Investing
HDFC Hybrid Equity Fund
6 years ago•HDFC Mutual Fund
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%