HDFC Hybrid Equity Fund Add to compare
54.68
-0.228
(-0.42%)
1 day change as on 14 Jun 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 21842.74
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 22664.90 4.45 2.31 7.41 6.78 9.89 7.48 12.71
Mirae Asset Hybrid - Equity Fund 2037.71 4.84 2.93 7.79 10.20 13.37 -- 11.03
LIC MF Equity Hybrid Fund 353.31 5.07 4.42 7.44 9.70 8.61 7.23 8.56
BNP Paribas Substantial Equity Hybrid Fund 296.00 5.11 4.25 8.44 9.35 -- -- 8.68
SBI Equity Hybrid Fund 30028.10 4.09 3.84 7.77 8.01 11.43 13.14 15.66
Canara Robeco Equity Hybrid Fund 2242.08 4.21 2.76 7.34 8.01 12.34 12.08 11.26
Top 10 Holdings
Company Name Sector Name Asset %
Larsen & Toubro Ltd. Construction 3.53
Current Assets Current Assets 2
Aarti Industries Ltd. Chemicals 1.9
8.4 Small Industries Development Bank of India Ltd. Aug 10 2021 Financial Services 1.12
KEC International Ltd. Construction 1.12
 
Company Name Sector Name Asset %
Atul Ltd. Chemicals 1.05
Balkrishna Industries Ltd. Automobile 0.91
8.6 NABARD Jan 31 2022 Financial Services 0.79
Tube Investments of India Ltd. Automobile 0.71
PNC Infratech Ltd. Construction 0.63
AUM Movement
Asset Allocation