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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹23,821 Cr
Lock In Period
N/A
Expense Ratio
1.69
Benchmark
Nifty50 Hybrid Composite Debt 65:35 Index
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.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.
Summary
Latest details for HDFC Hybrid Equity Fund - Growth include a ₹112.828 NAV as of Mar 09,2026 and returns since inception of 34.19%. Minimum investments start at SIP ₹100. The HDFC Hybrid Equity Fund - Growth AUM is ₹23,821 Cr, with a lock-in of N/A years, expense ratio of 1.69%, and benchmark Nifty50 Hybrid Composite Debt 65:35 Index. Exit load is - 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.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.. In the growth review for 1M Month/Year, the fund recorded -3.37% returns, against a category average of -0.60% and a category best of 126.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.37 | -0.60 | 126.25 |
| 6M | -2.06 | 2.09 | 126.25 |
| 1Y | 6.32 | 6.44 | 126.25 |
| 3Y | 10.30 | 16.33 | 126.25 |
Portfolio Analysis
- Equity: 70.99%
- Debt: 27.82%
- Others
As on: 2026-01-31
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About Fund
HDFC Hybrid Equity Fund - Growth managed by HDFC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹23,821 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.69. Under the expert guidance of Srinivasan Ramamurthy ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAxis Children's Fund Compulsory Lock-in - Growth | 0 | 898.21 CR | 2.28 |
| This FundTata Aggressive Hybrid Fund - Growth | 1 | 4032.86 CR | 1.92 |
| This FundHDFC Hybrid Equity Fund - Growth | 3 | 23821.28 CR | 1.69 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4024.55 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Children's Fund Compulsory Lock-in - Growth | 7.4826 | 33.9084 |
| This FundTata Aggressive Hybrid Fund - Growth | 7.7188 | 34.1616 |
| This FundHDFC Hybrid Equity Fund - Growth | 6.321 | 34.1884 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
FAQs
HDFC Hybrid Equity Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HDFC Hybrid Equity Fund - Growth is 1.69. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Hybrid Equity Fund - Growth’s fund performance is as follows:
- 1 Month : -3.37%
- 6 Months : -2.06%
- 1 Year : 6.32%
- 3 Years : 10.30%
You can invest in HDFC Hybrid Equity Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HDFC Hybrid Equity Fund - Growth is ₹23,821 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Hybrid Equity Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500