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HDFC Hybrid Equity Fund - Growth Plan

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

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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
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 24,462.54 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 (%)

Nav Movement

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.

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

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

Asset Allocation (%)

PORTFOLIO ANALYSIS of HDFC Hybrid Equity Fund - Growth Plan

Portfolio as on