HDFC Hybrid Equity Fund Add to compare
53.044
1.815
(3.54%)
1 day change as on 20 Sep 2019
Investment Objective: The investment objective of the Scheme is to generate capital appreciation / income from a portfolio, npredominantly 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 Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 22356.99
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Year to 1 Year; Exit Load is 1% 5000
Launch Date Fund Manager Last Dividend
06-04-2005 Chirag Setalvad,Amar Kalkundrikar 0.00
Benchmark Email / Website Bonus
NIFTY 50 Hybrid Composite Debt 65:35 Index cliser@hdfcfund.com / www.hdfcfund.com
AMC Name
HDFC Asset Management Company Limited
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
HDFC Hybrid Equity Fund 20695.95 2.22 -3.06 -1.31 3.00 5.01 4.60 12.23
Motilal Oswal Equity Hybrid Fund 256.84 5.10 1.45 6.30 9.39 -- -- 8.27
Axis Equity Hybrid Fund 1914.47 3.74 1.15 5.29 7.96 -- -- 4.92
SBI Equity Hybrid Fund 29353.70 2.88 -0.30 3.18 7.18 9.10 10.20 15.47
LIC MF Equity Hybrid Fund 356.21 2.95 0.09 4.24 6.49 6.04 5.19 8.49
DSP Equity & Bond Fund 5929.08 3.90 0.40 3.82 6.31 7.35 10.05 14.43
Top 10 Holdings
Company Name Sector Name Asset %
Larsen & Toubro Ltd. Construction 3.29
Current Assets Current Assets 1.9
Aarti Industries Ltd. Chemicals 1.78
8.4 Small Industries Development Bank of India Ltd. Aug 10 2021 Financial Services 1.24
Atul Ltd. Chemicals 1.01
 
Company Name Sector Name Asset %
Balkrishna Industries Ltd. Automobile 0.95
KEC International Ltd. Construction 0.94
8.6 NABARD Jan 31 2022 Financial Services 0.87
Tube Investments of India Ltd. Automobile 0.67
8.37 NABARD Aug 3 2021 Financial Services 0.62
AUM Movement
Asset Allocation