HDFC Hybrid Equity Fund
Get the latest NAV of HDFC Hybrid Equity Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹119.15
▲0.1%1D
NAV as on 20 Mar 2026
13.62%/per year
Since Inception
▲▼
7866 people have invested ₹ 2.5Cr in HDFC Hybrid Equity Fund in the last three months
HDFC Hybrid Equity Fund Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (20-Mar-26)
The fund has outperformed the benchmark (Aggressive Allocation Index) over 5Y, but underperformed over 1Y, 3Y.
HDFC Hybrid Equity Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 15 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
HDFC Hybrid Equity Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HDFC Hybrid Equity Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
HDFC Hybrid Equity Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Government & Financial Services
Corporate
50%
Government
40%
Financial Services
34%
Corporate
48%
Government
39%
Financial Services
36%
HDFC Hybrid Equity Fund Holdings Details
as on (28-Feb-26)
HDFC Hybrid Equity Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.02% |
Benchmark | Nifty 50 TR INR |
| AUM | ₹23811 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 24.73% |
| Risk |   Very High Risk |
About HDFC Hybrid Equity Fund
HDFC Hybrid Equity Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Anupam Joshi, Dhruv Muchhal, Srinivasan Ramamurthy. This fund gives you the benefit of diversification.
Key Parameters
- HDFC Hybrid Equity Fund has ₹23811 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.
Returns
HDFC Hybrid Equity Fund has given a CAGR return of 13.62% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.15%, 10.14% and 10.90% respectively.
Holdings
HDFC Hybrid Equity Fund has allocated its funds majorly in Corporate, Government, Financial Services, Industrial, Consumer Cyclical, Cash Equivalent, Tech, Health, Energy, Consumer Defensive, Communication, Utilities, Basic Materials, Real Estate.
Taxation
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 benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of HDFC Hybrid Equity Fund
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 and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Hybrid Equity Fund has no lock in period.
Fund Manager
Anupam Joshi
Fund Manager of HDFC Hybrid Equity Fund, since 6 October 2022
Dhruv Muchhal
Fund Manager of HDFC Hybrid Equity Fund, since 22 June 2023
Srinivasan Ramamurthy
Fund Manager of HDFC Hybrid Equity Fund, since 1 July 2025
- AUM of the fund stands at 23.8K Cr as of Feb'26
- AUM decreased by 10.6 Cr between Feb'26 and Jan'26
Frequently Asked Questions for HDFC Hybrid Equity Fund
How do I invest in HDFC Hybrid Equity Fund?
- Download the INDmoney app.
- Search for ‘HDFC Hybrid Equity Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.