HDFC Hybrid Equity Fund - Investment Information

Hybrid
Aggressive
Very High

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₹112.98 (1.27%)
Current NAV 22-11-2024
18.32%
Returns
Min. SIP ₹100

Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

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.

Basic Details

Key Information About Investing Details.

CategoryAggressive
KRACAMS
Inv. PlanGrowth
Launched In01-Apr-05
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35
Fund TypeOpen Ended
Fund HouseHDFC Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size24097.61 Cr.
Min. Investment₹ 100
Min. Sip Inv.₹ 100
Min. Addl Inv.₹ 100
Expense Ratio1.68%
Turn over15.22%
Exit LoadExit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.

Fund Managers

Details of Managers and their Experience

Dhruv Muchhal

Fund Manage : 40

Total AUM. : ₹520,687 Cr.

Anupam Joshi

Fund Manage : 4

Total AUM. : ₹112,365 Cr.

Chirag Setalvad

Fund Manage : 3

Total AUM. : ₹105,105 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCHDFC Mutual Fund
Emailhello@hdfcfund.com
Office No 022-6631 6333
Websitehttps://www.hdfcfund.com
Addressâ€œHDFC Houseâ€, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020

Is this right fund for you?

1/3

What is your investing style?

Aggressive
Quality
Conservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.