HDFC Hybrid Equity Fund-Growth

(Erstwhile HDFC Balanced Fund and HDFC Premier Multi-Cap Fund)

Category: Hybrid: Aggressive
Launch Date: 05-04-2005
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.77% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 16,617.32 Cr As on (31-01-2021)
Turn over: 7.24
NAV as on 01-03-2021

68.406

0.86 (1.2601%)

CAGR Since Inception

15.64%

NIFTY 50 TRI 13.78%

PERFORMANCE of HDFC Hybrid Equity Fund-Growth

Scheme Performance (%) Data as on - 01-03-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Hybrid Equity Fund-Growth 29.91 9.76 14.68 14.02 15.64
NIFTY 50 TRI 25.91 12.56 17.14 11.98 13.78
Hybrid: Aggressive 24.54 9.36 13.1 11.42 12.34

Yearly Performance (%)

Nav Movement

Fund Managers

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

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.

Riskometer

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Hybrid Equity Fund-Growth 18.12 0.052 3.18 1.206 - 2.42
Hybrid: Aggressive - - - - - -

PEER COMPARISION of HDFC Hybrid Equity Fund-Growth

Period
Data as on - 01-03-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Hybrid Equity Fund-Growth 05-04-2005 29.91 15.8 9.76 14.68 14.02
Quant Absolute Fund-Growth Option 21-03-2001 50.93 25.5 15.88 16.21 13.07
JM Equity Hybrid Fund-Growth 01-04-1995 45.05 13.33 9.42 11.25 10.37
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 32.46 16.83 10.64 15.39 14.54
Kotak Equity Hybrid - Growth 05-11-2014 30.5 20.81 11.65 14.83 0.0
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 30.15 13.12 6.93 12.46 10.27
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 28.1 15.71 10.39 12.43 12.45
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 27.13 0.0 0.0 0.0 0.0
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 05-07-2015 26.92 16.19 11.87 15.49 0.0
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 10-02-1995 26.85 12.12 6.91 11.8 11.71

PORTFOLIO ANALYSIS of HDFC Hybrid Equity Fund-Growth

Asset Allocation (%)