HDFC Hybrid Equity Fund-Growth
(Erstwhile HDFC Balanced Fund and HDFC Premier Multi-Cap Fund)
| Category: Hybrid: Aggressive |
| Launch Date: 05-04-2005 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 1.8% As on (30-06-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 16,509.12 Cr As on (30-06-2020) |
| Turn over: 6.73 |
51.735
0.01 (0.0213%)
14.5%
NIFTY 50 TRI 12.75%
PERFORMANCE of HDFC Hybrid Equity Fund-Growth
Scheme Performance (%) Data as on - 07-08-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| HDFC Hybrid Equity Fund-Growth | 0.06 | 1.0 | 5.91 | 10.98 | 14.5 |
| NIFTY 50 TRI | 4.4 | 4.99 | 6.87 | 8.83 | 12.75 |
| Hybrid: Aggressive | 4.74 | 2.08 | 5.17 | 8.53 | 9.4 |
Yearly Performance (%)
Fund Managers
Chirag Dagli
Investment Objective
The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies. The fund aims to invest atleast 35-65 per cent in large-cap stocks and 35-65 per cent in mid-cap stocks.
RETURNS CALCULATOR for HDFC Hybrid Equity Fund-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of HDFC Hybrid Equity Fund-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HDFC Hybrid Equity Fund-Growth | 18.12 | 0.052 | 3.18 | 1.206 | - | 2.71 |
| Hybrid: Aggressive | - | - | - | - | - | - |
PEER COMPARISION of HDFC Hybrid Equity Fund-Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| HDFC Hybrid Equity Fund-Growth | 05-04-2005 | 0.06 | -0.76 | 1.0 | 5.91 | 10.98 |
| JM Equity Hybrid Fund-Growth | 01-04-1995 | 16.19 | -0.9 | 0.92 | 3.15 | 6.6 |
| Quant Absolute Fund-Growth Option | 21-03-2001 | 15.34 | 7.32 | 6.61 | 8.45 | 9.05 |
| Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option | 05-09-2018 | 12.07 | 0.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | 01-02-1993 | 11.75 | 5.36 | 6.33 | 7.62 | 11.11 |
| BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION | 01-04-2017 | 10.53 | 6.85 | 6.97 | 0.0 | 0.0 |
| Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth | 19-07-2019 | 8.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Equity & Bond Fund- Regular Plan - Growth | 27-05-1999 | 7.87 | 2.96 | 4.07 | 6.81 | 9.48 |
| Axis Equity Hybrid Fund - Regular Plan - Growth Option | 01-08-2018 | 7.76 | 0.0 | 0.0 | 0.0 | 0.0 |
| HSBC Equity Hybrid Fund - Growth | 22-10-2018 | 7.5 | 0.0 | 0.0 | 0.0 | 0.0 |