Overview (as on 14 May 2021)

NAV

₹72.281

1y returns

54.618%

Fund AUM

₹17,217 Cr

Expense Ratio

1.16%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
37.24%
Industrials
16.61%
Basic Materials
10.44%
Tech
9.67%
Energy
8.85%
Health
4.78%
Defensive
4.43%
Communication
2.97%
Utilities
2.74%
Consumer
1.77%
Real Estate
0.50%
Size Breakup
Large Cap
78.08%
Mid Cap
14.76%
Small Cap
7.16%

Key Metrics

Yield to Maturity 

5.43%

Modified Duration 

2.27 yr

Sharpe Ratio 

0.54

Std deviation 

14.98%

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
HDFC Hybrid Equity Fund Direct Growth Option
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Anand Laddha
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
cliser@hdfcfund.com
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Peer Funds

HDFC Hybrid Equity Fund Direct Growth Option

NAV

₹72.281

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Anand Laddha
Anand Laddha

manager

Work Experience
"null"
Sankalp Baid
Sankalp Baid

manager

Work Experience
"null"
Chirag Setalvad
Chirag Setalvad

leader

Qualifications
B.Sc. in Business Administration- University of North Carolina, Chapel Hill.
Work Experience
"Mr. Chirag Setalvas is currently a Senior Fund Manager - Equities for HDFC Asset Management. Collectively, he has over 21 years of experience, of which 18 years are in Fund Management and Equity Research and 3 years in Investment Banking. Previously he was employed as Vice President New Vermon Advisory Services Pvt. Ltd. and as Assistant Manager for ING Barings N.V. Chirag has a B.Sc. in Business Administration from University of North Carolina, Chapel Hill."

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