HDFC Hybrid Equity Fund - Growth Plan

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Category: Hybrid: Aggressive
Launch Date: 01-04-2005
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 1.69% As on (31-05-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,446.25 Cr As on (30-05-2025)
Turn over: 40.39

NAV as on 04-07-2025

120.385 0.4 (0.3289%)

CAGR Since Inception

15.34%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%

PERFORMANCE of HDFC Hybrid Equity Fund - Growth Plan

Scheme Performance (%) Data as on - 04-07-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HDFC Hybrid Equity Fund - Growth Plan	5.88	16.96	19.27	12.28	15.34
Benchmark	-	-	-	-	-
Hybrid: Aggressive	5.03	18.35	19.3	11.75	13.28

Yearly Performance (%)

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Fund Managers

FM 1 - Mr.Chirag Setalvad, FM 2 - Mr. Dhruv Muchhal, FM 3 - Mr. Anupam Joshi

Investment Objective

The investment objective of the Scheme is to generate capital appreciation / income from a portfolio,predominantly of equity & equity related instruments.The Scheme will also invest in debt and money market instruments.There is no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for HDFC Hybrid Equity Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of HDFC Hybrid Equity Fund - Growth Plan

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
HDFC Hybrid Equity Fund - Growth Plan	8.51	0.94	1.06	1.22	7.48	10.44
Hybrid: Aggressive	-	-	-	-	-	-

PEER COMPARISION of HDFC Hybrid Equity Fund - Growth Plan

Compare SIP Compare Lumpsum

Period

Data as on - 04-07-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
HDFC Hybrid Equity Fund - Growth Plan	01-04-2005	5.88	13.87	16.96	19.27	12.28
SBI Equity Hybrid Fund - Regular Plan -Growth	01-12-1995	10.88	18.63	17.45	17.83	12.32
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	05-12-2016	10.15	17.97	18.15	20.01	0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth	26-05-1999	9.06	19.01	20.03	18.47	12.67
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	8.96	22.83	22.6	25.75	15.59
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	12-08-2009	7.42	20.07	21.19	21.26	12.57
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option	16-06-2009	7.41	20.11	21.28	21.32	12.62
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	19-07-2019	7.24	20.75	20.64	21.48	0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth	20-03-1995	6.61	19.59	20.21	21.69	12.39
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth	02-07-2015	6.53	16.11	16.83	17.4	0.0

PORTFOLIO ANALYSIS of HDFC Hybrid Equity Fund - Growth Plan

Asset Allocation (%)