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Hdfc Hybrid Equity Fund - Direct Plan - Growth Option

Hybrid | Aggressive Hybrid Fund

(NAV as of 24/05/2024)
116.91 (0.21)

3Y Returns

15.68%

Min SIP

100

Min Lumpsum

100

Expense Ratio

1.07%

Fund Size

22235 Cr

Inception Date

31-Dec-12

Fund Manager

Chirag Setalvad

Exit Load

Nil upto 15% of Units, For excess Units 1% on or before 1Y and Nil after 1Y.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

68.24%

Debt & Others

31.76%

Market Cap Allocation

Large Cap

51.35%

Mid Cap

6.10%

Small Cap

10.79%

Other Cap

31.76%

Sector Allocation

Banks

33.92%

Govt-Sec

7.62%

Finance

7.39%

Petroleum Products

6.80%

Construction

6.68%

Top Ten Holdings

ICICI Bank Ltd

6.68%

HDFC Bank Ltd

6.47%

Larsen & Toubro Ltd

4.86%

Reliance Industries Ltd

4.67%

ITC Ltd

4.48%

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.

Fund House Detail

AMC Name

HDFC Asset Management Company Limited

Address

HDFC House, 2nd floor, H.T. Parekh Marg,165-166 Backbay Reclamation, ChurchgateMumbai - 400 020

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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