Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹21,286 Cr
Lock In Period
N/A
Expense Ratio
1.71
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 ₹113.722 NAV as of Apr 20,2026 and returns since inception of 32.45%. Minimum investments start at SIP ₹100. The HDFC Hybrid Equity Fund - Growth AUM is ₹21,286 Cr, with a lock-in of N/A years, expense ratio of 1.71%, 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 2.53% returns, against a category average of 0.52% and a category best of 126.25%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.53 | 0.52 | 126.25 |
| 6M | -5.17 | 1.32 | 126.25 |
| 1Y | 0.39 | 5.19 | 126.25 |
| 3Y | 9.82 | 12.63 | 126.25 |
Portfolio Analysis
- Equity: 68.49%
- Debt: 30.50%
- Others
As on: 2026-03-31
View allocation % by
About Fund
HDFC Hybrid Equity Fund - Growth managed by HDFC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹21,286 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.71. 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.
Fund Managers
Srinivasan Ramamurthy
Srinivasan Ramamurthy has joined Mahindra Mutual Fund as Equity Fund Manager. He has nearly 13 years of experience in capital markets.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC Hybrid Equity Fund - Growth | 3 | 21286.37 CR | 1.71 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3700.53 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Hybrid Equity Fund - Growth | 0.3898 | 32.4494 |
| 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 1.71. 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 : 2.53%
- 6 Months : -5.17%
- 1 Year : 0.39%
- 3 Years : 9.82%
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 ₹21,286 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