What is the NAV of HDFC Hybrid Equity Fund?
The Current NAV of HDFC Hybrid Equity Fund is ₹127.60, as of 13th June 2025What are the returns of HDFC Hybrid Equity Fund?
The HDFC Hybrid Equity Fund has been there since 31st December 2012- 1 Year Returns: 7.38
- 3 Year Returns: 17.39
- 5 Year Returns: 20.80
What are the top 5 sectors holdings of HDFC Hybrid Equity Fund?
The top sectors HDFC Hybrid Equity Fund has invested in are as for 31st 12 2012 are as follows -- Private Banks | 20.96%
- Others | 12.19%
- IT Services & Consulting | 6.73%
- Construction & Engineering | 6.62%
- Oil & Gas - Refining & Marketing | 6.13%
What are the top 5 holdings HDFC Hybrid Equity Fund?
The top 5 holdings for HDFC Hybrid Equity Fund are- ICICI Bank Ltd | 8.63%
- HDFC Bank Ltd | 7.51%
- Bharti Airtel Ltd | 4.55%
- Reliance Industries Ltd | 4.27%
- State Bank of India | 3.72%
What is the asset allocation of HDFC Hybrid Equity Fund?
The HDFC Hybrid Equity Fund is a plan that invests- Equity | 66.85%
- Corporate Debt | 20.62%
- Government Securities | 7.73%
- Cash & Equivalents | 2.33%
- Mutual Funds | 1.45%
How to invest in HDFC Hybrid Equity Fund?
If you wish to invest in HDFC Hybrid Equity Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the HDFC Hybrid Equity Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in HDFC Hybrid Equity Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of HDFC Hybrid Equity Fund?
The AUM of HDFC Hybrid Equity Fund is 24460.63 Cr as of 13th June 2025What is the expense ratio of HDFC Hybrid Equity Fund Plan?
The expense ratio of HDFC Hybrid Equity Fund Plan is 1.04How to exit HDFC Hybrid Equity Fund?
If you have invested in HDFC Hybrid Equity Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of HDFC Hybrid Equity Fund?
The alpha ratio for the HDFC Hybrid Equity Fund is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of HDFC Hybrid Equity Fund?
The volatility or standard deviation for the HDFC Hybrid Equity Fund is 9.30
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HDFC Hybrid Equity Fund?
The sharpe ratio for the HDFC Hybrid Equity Fund is 0.34
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HDFC Hybrid Equity Fund?
The Sortino ratio for the HDFC Hybrid Equity Fund is 0.04
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of HDFC Hybrid Equity Fund?
The PE ratio (price-to-earnings) of the HDFC Hybrid Equity Fund is 28.14 while category PE ratio is 39.761. Test MF FAQ for Mutual Fund HDFC Hybrid Equity Fund Shares?
The Current NAV of HDFC Hybrid Equity Fund is ₹127.60, as of 13th June 20255. Test MF FAQ Is there any lock-in period for HDFC Hybrid Equity Fund Plan?
There is a lock in period of N/A for HDFC Hybrid Equity Fund
Add to Watchlist
Share
How to use scorecard? Learn more
HDFC Hybrid Equity Fund Direct Growth
Growth
127.600.60% (-0.77)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
How to use scorecard? Learn more
HDFC Hybrid Equity Fund Performance & Key Metrics
HDFC Hybrid Equity Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.04 | 28.14 | 0.34 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 39.76 | 0.18 |
HDFC Hybrid Equity Fund Scheme InfoHDFC Hybrid Equity Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 65:35 Index |
About Aggressive Hybrid Fund
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
HDFC Hybrid Equity Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
HDFC Hybrid Equity Fund Peers & Comparison
Comparing 3 mutual funds from
HybridAggressive Hybrid Fund
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HDFC Hybrid Equity Fund | 7.38% | 17.39% | 12.75% |
| SBI Equity Hybrid Fund | 12.13% | 17.55% | 15.16% |
| ICICI Pru Equity & Debt Fund | 9.67% | 22.26% | 17.71% |
| DSP Equity & Bond Fund | 13.38% | 21.30% | 14.73% |
HDFC Hybrid Equity Fund Returns Comparison
Compare HDFC Hybrid Equity Fund with any MF, ETF, stock or indexCompare HDFC Hybrid Equity Fund with any MF, ETF, stock or index
HDFC Hybrid Equity Fund
Hmm, looks like data is unavailable here. Please come back after some timeHDFC Hybrid Equity Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
HDFC Hybrid Equity Fund Asset Allocation
HDFC Hybrid Equity Fund Asset Allocation
Actual
Target
Sep 2024
Nov 2024
Mar 2025
May 2025
Sep 2024
Nov 2024
Mar 2025
May 2025
HDFC Hybrid Equity Fund Sector Distribution
HDFC Hybrid Equity Fund Sector Distribution
Sep 2024
Nov 2024
Mar 2025
May 2025
HDFC Hybrid Equity Fund Sector Weightage
HDFC Hybrid Equity Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
HDFC Hybrid Equity Fund Current Holdings
HDFC Hybrid Equity Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
8.63 %
0.69 %Holdings
7.51 %
0.12 %Holdings
4.55 %
0.30 %
AMC Profile of HDFC Hybrid Equity Fund
AMC Profile of HDFC Hybrid Equity Fund
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
83
Total AUM
₹ 8,06,227.99 Cr.
HDFC Hybrid Equity Fund Manager Details
HDFC Hybrid Equity Fund Manager Details
HDFC Hybrid Equity Fund Manager Profile
HDFC Hybrid Equity Fund Manager Profile
Chirag Setalvad
AUM: ₹1,38,210.39 Cr.
|
Exp: 16yrs
Anupam Joshi
AUM: ₹1,47,791.83 Cr.
|
Exp: 10yrs
HDFC Hybrid Equity Fund Manager Performance (0)
HDFC Hybrid Equity Fund Manager Performance (0)
Hybrid: Aggressive Hybrid Fund
HDFC Hybrid Equity Fund Tax Implications
HDFC Hybrid Equity Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
+
-
You make
HDFC Hybrid Equity Fund Review & Opinions
HDFC Hybrid Equity Fund Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%