HDFC Hybrid Equity Fund - Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

HDFC Hybrid Equity Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

22,297 Cr

Lock In Period

N/A

Expense Ratio

1.79

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.

Benchmark

Nifty50 Hybrid Composite Debt 65:35 Index

Summary

HDFC Hybrid Equity Fund - Growth NAV is ₹110.186 as of 25 May, 2026. HDFC Hybrid Equity Fund - Growth has delivered 24.11% returns since its launch. The minimum SIP investment amount in HDFC Hybrid Equity Fund - Growth is ₹100. The AUM of HDFC Hybrid Equity Fund - Growth is ₹22,297 Cr. The expense ratio of the fund is 1.79%, and its benchmark is Nifty50 Hybrid Composite Debt 65:35 Index. The current exit load of the fund 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 last 1M months, HDFC Hybrid Equity Fund - Growth has delivered -3.90% returns.

HDFC Hybrid Equity Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.90-0.78126.25
6M-9.021.11126.25
1Y-6.714.39126.25
3Y7.4615.09126.25

Portfolio Analysis

  • Equity: 69.90%
  • Debt: 29.12%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Ltd.6.63%
2. HDFC Bank Ltd.6.53%
3. Axis Bank Ltd.3.13%
4. Kotak Mahindra Bank Limited3.01%

1. Infosys Limited2.69%
2. Zensar Technologies Ltd.1.29%
3. Tata Consultancy Services Ltd.1.22%
4. HCL Technologies Ltd.0.37%

1. Reliance Industries Ltd.4.75%
2. Hindustan Petroleum Corp. Ltd.0.76%

1. Divis Laboratories Ltd.1.46%
2. Eris Lifesciences Ltd1.46%
3. Alkem Laboratories Ltd.0.97%
4. Gland Pharma Ltd.0.37%

1. State Bank of India3.59%

1. Larsen and Toubro Ltd.2.61%
2. PNC Infratech Ltd.0.71%

1. Maruti Suzuki India Limited1.79%
2. Hyundai Motor India Limited1.02%

1. Bharti Airtel Ltd.2.03%

1. Krishna Institute Of Medical Sciences Limited1.26%
2. Metropolis Healthcare Ltd.0.52%

1. ITC LIMITED1.77%

1. SKF India (Industrial) Limited0.93%
2. SKF India Ltd.0.77%

1. Godrej Consumer Products Ltd.0.96%
2. Dabur India Ltd.0.59%

1. NTPC Limited1.52%

1. HDFC Life Insurance Company Limited0.92%
2. SBI Life Insurance Company Ltd.0.49%

1. KEC International Ltd.0.85%
2. Kalpataru Projects International Ltd0.56%

1. JK Tyre & Industries Limited0.73%
2. Balkrishna Industries Ltd.0.63%

1. Eternal Limited1.11%

1. Chalet Hotels Ltd.0.55%
2. Mahindra Holidays & Resorts Ind Ltd.0.50%

1. Redington Ltd.1.02%

About Fund HDFC Hybrid Equity Fund - Growth

HDFC Hybrid Equity Fund - Growth managed by HDFC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹22,297 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.79. 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 Name1Y3Y
This FundHDFC Hybrid Equity Fund - Growth-6.710524.1052
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

HDFC Hybrid Equity Fund - Growth 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 1.79. 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 : -3.90%
  • 6 Months : -9.02%
  • 1 Year : -6.71%
  • 3 Years : 7.46%
Returns of HDFC Hybrid Equity Fund - Growth are updated daily based on NAV of ₹ 110.186 as on May 22,2026. Since inception, the return has been 24.11%.

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 ₹22,297 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.