INF179K01XZ1

CASPeR Ranking #132

HDFC Hybrid Equity Fund Direct Growth Option

Very High Risk Aggressive Allocation Allocation

NAV (Tue Dec 24 2024)

₹123

Returns (Since Inception)

14.42%

Category Average

14.83%

Rating

4

Allocation and Holdings

Asset class

Weightage

Financial Services

21.11%

Industrials

4.83%

Communication Services

4.04%

Technology

4.01%

Energy

3.93%

Consumer Defensive

3.69%

Unknown

2.29%

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Overall rating

100K+Downloads

Scheme Information

Fund name

HDFC Hybrid Equity Fund Direct Growth Option


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹24184.79 Cr


ISIN

INF179K01XZ1


Inception Date

Jan 01 2013


Standard Deviation

8.713


Beta

-


Sharpe Ratio

0.949


Benchmark

IISL Nifty 50 TR INR


Expense Ratio

1.020%


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. However, please note that the Units will be redeemed on First In First Out (FIFO) basis. 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.

Risk

Very High Risk

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 realized.

Fund Managers

Chirag Setalvad

Sankalp Baid

About the AMC

HDFC Asset Management Co Ltd


Phone Number

+91 22 66316333

Email Address

cliser@hdfcfund.com

Corporate Office Address

HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Overall AUM

₹24184.79 Cr


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