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3 Year return
15.58%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹23113.38 Cr.
Expense Ratio
1.02% (inclusive of GST)
Exit Load
1.00% - If Units are redeemed / switched-out within 1 year from the date of allotment. Nil - If Units are redeemed / switched-out after 1 year from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
HDFC Mutual Fund Managers
CS
Chirag Setalvad
Fund Manager since Jun 2018
Fund House Details
HDFC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Aggressive Hybrid Fund Direct IDCW Payout |
24.89% |
3.5 |
|
Bank of India Mid and Small Cap Equity and Debt Fund Direct Plan IDCW Payout |
23.86% |
3 |
|
Quant Absolute Fund IDCW Direct Plan Payout |
22% |
4 |
Schemes by HDFC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale IDCW Direct Plan Payout
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Quarterly IDCW Direct Plan Reinvestment
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Monthly IDCW Direct Plan Payout
About HDFC Hybrid Equity Fund Growth Direct Plan
HDFC Hybrid Equity Fund Direct Plan-Growth, an aggressive hybrid mutual fund scheme, is a key offering from HDFC Mutual Fund. This is an open-ended fund providing investors an opportunity to invest at any time. The HDFC Hybrid Equity Fund comes with no lock-in period as well. The expense ratio of this fund is low relative to its category average. The fund only invests in domestic equities.
Investment Objective of the Scheme
The fund's primary objective is to generate capital appreciation and income from a portfolio predominantly consisting of equity and equity-related instruments. Alongside this, the scheme also allocates a portion of its portfolio to debt and money market instruments, providing stability and regular income. However, investors should note that the scheme does not guarantee that its investment objectives will be realised.
Key Features of The Fund
| 5-year return | 15.14% |
| Expense Ratio | 1.02% |
| Fund Manager | Chirag Setalvad |
| Fund Size | ₹23113.38 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
This fund is an appropriate choice for those who are capable of enduring a certain degree of risk and are in the pursuit of wealth accumulation over the long haul. Owing to the fund's hybrid characteristics, it is particularly beneficial for individuals with an extended investment time frame, ideally spanning over a minimum of five years. The potential for capital appreciation combined with the generation of income can be attractive to those who seek a balanced approach to investing. However, as with all investments, your individual financial goals, risk tolerance, and investment horizon should be taken into account before investing.
AMC Contact Details
| Name | HDFC Mutual Fund |
| Launch Date | July 2000 |
| Addresss | "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020 |
| Contact | 1800 3010 67671800 419 7676 |
| hello@hdfcfund.com | |
| Website | https://www.hdfcfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
