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HDFC Hybrid Equity Fund-Growth

(Erstwhile HDFC Balanced Fund and HDFC Premier Multi-Cap Fund)

Category: Hybrid: Aggressive
Launch Date: 06-04-2005
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 2.21% As on (30-06-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 22,761.8 Cr As on (31-07-2018)
Turn over: 10.49%
NAV as on 20-08-2018

52.856

0.23 (0.4257%)

CAGR Since Inception

16.36%

PERFORMANCE of HDFC Hybrid Equity Fund-Growth

Scheme Performance (%)

Data as on - 20-08-2018

Yearly Performance (%)

Fund Managers

Mr. Chirag Setalvad

Mr. Setalvad is a B. Sc and MBA from University of North Carolina. Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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

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 - -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of HDFC Hybrid Equity Fund-Growth

Period
Data as on - 20-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Hybrid Equity Fund-Growth 06-04-2005 6.98 12.33 11.02 21.53 16.1
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 15.89 16.82 0.0 0.0 0.0
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 14.76 13.14 11.87 14.62 9.85
Principal Hybrid Equity Fund-Growth 14-01-2000 13.18 17.2 14.95 20.27 12.39
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 12.11 11.85 10.25 19.74 13.24
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 29-07-2015 11.05 13.9 12.52 0.0 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 10.47 12.74 10.28 19.35 14.58
Shriram Hybrid Equity Fund- Growth 29-11-2013 10.08 10.02 7.58 0.0 0.0
DSP BlackRock Equity & Bond Fund- Regular Plan - Growth 27-05-1999 9.72 11.32 10.41 19.47 12.77
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 07-04-2017 9.49 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of HDFC Hybrid Equity Fund-Growth

Asset Allocation (%)

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