HDFC Hybrid Equity Fund - Growth Plan

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Category: Hybrid: Aggressive
Launch Date: 05-04-2005
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.77% As on (31-10-2021)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 18,985.79 Cr As on (31-10-2021)
Turn over: 1.76

NAV as on 03-12-2021

78.158 -0.36 (-0.4568%)

CAGR Since Inception

15.77%

NIFTY 50 TRI 14.19%

PERFORMANCE of HDFC Hybrid Equity Fund - Growth Plan

Scheme Performance (%) Data as on - 03-12-2021

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HDFC Hybrid Equity Fund - Growth Plan	30.82	15.31	13.36	15.24	15.77
NIFTY 50 TRI	32.47	17.87	17.74	14.44	14.19
Hybrid: Aggressive	29.29	15.4	13.19	13.82	13.77

Yearly Performance (%)

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Fund Managers

Chirag Setalvad,Sankalp Baid

Investment Objective

The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies. The fund aims to invest atleast 35-65 per cent in large-cap stocks and 35-65 per cent in mid-cap stocks.

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	18.12	0.052	3.18	1.206	5.09	2.51
Hybrid: Aggressive	-	-	-	-	-	-

PEER COMPARISION of HDFC Hybrid Equity Fund - Growth Plan

Compare SIP Compare Lumpsum

Period

Data as on - 03-12-2021

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	05-04-2005	30.82	19.59	15.31	13.36	15.24
Quant Absolute Fund - Growth Option - Regular Plan	21-03-2001	53.58	38.79	28.05	20.38	17.98
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	47.54	25.01	19.18	15.56	16.75
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth	19-07-2019	35.74	23.82	0.0	0.0	0.0
UTI - Hybrid Equity Fund - Regular Plan - Growth	20-03-1995	35.43	21.97	14.8	12.34	12.87
Baroda Hybrid Equity Fund - Plan A - Growth Option	12-09-2003	34.25	22.85	16.04	13.08	12.2
Nippon India Equity Hybrid Fund - Growth Plan	05-06-2005	32.88	10.19	7.42	8.91	12.38
Kotak Equity Hybrid - Growth	05-11-2014	32.77	22.62	19.42	14.24	0.0
IDFC Hybrid Equity Fund-Regular Plan Growth	05-12-2016	32.03	20.25	14.99	0.0	0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option	16-06-2009	31.85	20.07	16.41	14.24	12.72

PORTFOLIO ANALYSIS of HDFC Hybrid Equity Fund - Growth Plan

Asset Allocation (%)