HDFC Hybrid Equity Fund - Growth Plan

(Erstwhile HDFC Balanced Fund and HDFC Premier Multi-Cap Fund)
Fund House: HDFC Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 01-04-2005
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
TER: 1.68% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 23,998.04 Cr As on 29-08-2025(Source:AMFI)
Turn over: 40.39% | Exit Load: In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units.No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.

117.96

15.12%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 6 Months
11 Years 3 Months
12 Years 4 Months
18 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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 achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 8.72
Sharpe Ratio 0.71
Alpha 5.62
Beta 0.1
Yield to Maturity 7.48
Average Maturity 10.44

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 1.78 10.71 12.05 17.47 12.37
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 6.66 14.82 13.07 16.33 12.41
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 5.76 15.83 14.93 18.12 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 5.5 18.68 19.06 25.26 16.14
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 4.33 12.37 12.43 14.01 9.11
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 2.79 16.26 16.69 19.75 12.84
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 2.79 16.25 16.77 19.81 12.87
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 2.7 14.89 15.17 17.25 12.9
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 2.56 16.55 16.29 19.99 -
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 2.33 15.13 14.47 19.44 13.4

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

16.61%

Others

32.27%

Large Cap

48.62%

Mid Cap

2.5%

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