Get access to more insightful information
By signing up to Upstox today
HDFC Hybrid Equity Fund Direct dividend reinvestment
Hybrid • Aggressive • Direct dividend reinvestment
Average credit rating
A
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Aggressive
Direct dividend reinvestment
Launched On
01 Jun 2018
7.9 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹17.77
+0.0619% (0.10)
AUM
₹23,821 Cr
Expense ratio
1.02%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Technology
Healthcare
Fund House
HDFC
Inc: 01 Feb 1994 • Total AUM: ₹8,32,011 Cr • Rank #2HDFC Mutual Fund, started in 1999, has Housing Development Finance Corporation as its sponsor. The fund house is headed by Navneet Munot as the CEO. As of 31 March 2024, it has an AUM of ₹6,59,013 Cr. It functions under the holding company abrdn Investment Management Limited with a customer base of 10.2 million spread across 200 plus cities.
Fund Managers
Anupam Joshi
Experience: 10.46 yrs • Total AUM: 9,35,652 Cr
Srinivasan Ramamurthy
Experience: 4.33 yrs • Total AUM: 9,56,065 Cr
Dhruv Muchhal
Experience: 2.81 yrs • Total AUM: 62,43,603 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.