HDFC Hybrid Equity Fund-Growth

(Erstwhile HDFC Balanced Fund and HDFC Premier Multi-Cap Fund)

Category: Hybrid: Aggressive
Launch Date: 05-04-2005
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 2.06% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 21,860.58 Cr As on ( 30-11-2018)
Turn over: 2.72
NAV as on 11-12-2018

49.979

0.15 ( 0.3101% )

CAGR Since Inception

15.7%

PERFORMANCE of HDFC Hybrid Equity Fund-Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Hybrid Equity Fund-Growth -3.74 10.81 16.18 19.04 15.7
Benchmark - - - - -
Hybrid: Aggressive -3.86 9.2 12.88 14.78 9.16

Yearly Performance (%)

Fund Managers

Mr. Chirag Setalvad

Mr. Setalvad is a B. Sc and MBA from University of North Carolina. Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

Investment Objective

The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies. The fund aims to invest atleast 35-65 per cent in large-cap stocks and 35-65 per cent in mid-cap stocks.

RETURNS CALCULATOR for HDFC Hybrid Equity Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of HDFC Hybrid Equity Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Hybrid Equity Fund-Growth 18.12 0.052 3.18 1.206 - -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of HDFC Hybrid Equity Fund-Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Hybrid Equity Fund-Growth 05-04-2005 -3.74 8.88 10.81 16.18 19.04
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 4.42 10.94 11.94 10.8 12.6
Sundaram Equity Hybrid Fund Regular Dividend 23-06-2000 3.29 10.32 11.51 10.53 10.7
JM Equity Hybrid Fund-Dividend 01-04-1995 2.99 9.62 8.37 10.57 12.2
JM Equity Hybrid Fund-Growth 01-04-1995 2.99 9.62 8.37 10.63 12.23
JM Equity Hybrid Fund - Half Yearly Dividend Option 15-09-2014 2.96 9.84 9.03 0.0 0.0
JM Equity Hybrid Fund - Monthly Dividend Option 24-11-2014 2.96 9.69 8.74 0.0 0.0
JM Equity Hybrid Fund - Quarterly Dividend Option 24-11-2014 2.89 9.55 8.31 0.0 0.0
JM Equity Hybrid Fund - Annual Dividend Option 15-09-2014 2.76 9.73 8.96 0.0 0.0
Mirae Asset Hybrid-Equity Fund -Regular Plan-Dividend 29-07-2015 2.41 13.16 12.82 0.0 0.0

PORTFOLIO ANALYSIS of HDFC Hybrid Equity Fund-Growth

Asset Allocation (%)

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