HDFC Hybrid Equity Fund Direct Growth

HDFC Hybrid Equity Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Chirag Setalvad, Anupam Joshi. This fund gives you the benefit of diversification.

1. HDFC Hybrid Equity Fund Direct Growth has ₹24461 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 1.
   

HDFC Hybrid Equity Fund Direct Growth has given a CAGR return of 15.15% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.38%, 17.39% and 20.80% respectively.

HDFC Hybrid Equity Fund Direct Growth has allocated its funds majorly in Corporate, Government, Financial Services, Industrial, Tech, Cash Equivalent, Consumer Defensive, Energy, Communication, Health, Consumer Cyclical, Real Estate, Basic Materials, Utilities.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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 realized.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Hybrid Equity Fund Direct Growth has no lock in period.