FAQ : HDFC Hybrid Equity Fund - Growth (Adjusted)

HDFC Hybrid Equity Fund - Growth (Adjusted) has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 22.57 14.81 15.2 9.77
Average Rolling Returns(%) 13.97 12.73 10.45 10.79

The Current NAV of HDFC Hybrid Equity Fund - Growth (Adjusted) is ₹103.48.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

HDFC Hybrid Equity Fund - Growth (Adjusted) fund’s expense ratio is 1.69%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HDFC Hybrid Equity Fund - Growth (Adjusted) is currently ₹22,643 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Larsen & Toubro and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 43% of fund’s portfolio respectively.

Top three sectors of HDFC Hybrid Equity Fund - Growth (Adjusted) fund are Others, BFSI and Construction & Infrastructure accounting for 64% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of HDFC Hybrid Equity Fund - Growth (Adjusted) Fund is Hybrid - Aggressive Hybrid Fund.

Chirag Setalvad and Anupam Joshi manage the HDFC Hybrid Equity Fund - Growth (Adjusted) Fund.

HDFC Hybrid Equity Fund - Growth (Adjusted) current PE ratio is 30.63 and PB ratio is 7.60

The asset allocation of HDFC Hybrid Equity Fund - Growth (Adjusted) is Stocks : 67.99%, Debt : 29.65% and Gold : 2.35%

The minimum SIP amount for HDFC Hybrid Equity Fund - Growth (Adjusted) is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for HDFC Hybrid Equity Fund - Growth (Adjusted) is Nil upto 15% of Units, For excess Units 1% on or before 1 year and Nil after 1 year

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