Hdfc Hybrid Equity Fund Growth Direct Plan Adjusted

Risk: Very High
₹ 124.23
NAV (Oct 11,2024)

Invest in the HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted) and enjoy the benefits of a balanced investment approach. With an expense ratio of 1.07% and an established date of January 1, 2013, this fund offers a PE ratio of 31.05, a PB ratio of 4.34, and a minimum investment of Rs 100. With an AUM of Rs 22,234.59, this fund provides a great opportunity for growth in the Indian market.

Hdfc Hybrid Equity Fund Growth Direct Plan Adjusted Latest Trend

  • 1M
  • 2M
  • 3M

Hdfc Hybrid Equity Fund Growth Direct Plan Adjusted Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    31.05
  • P/B Ratio
    UM_URBAN_MONEY

    4.34
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.07%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 22234.59 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 12, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,120.39 (1.20%)₹ 10,906.84 (9.07%)₹ 12,184.88 (21.85%)₹ 14,791.38 (47.91%)₹ 22,779.51 (127.80%)
₹ 30,000₹ 30,361.17 (1.20%)₹ 32,720.52 (9.07%)₹ 36,554.64 (21.85%)₹ 44,374.14 (47.91%)₹ 68,338.53 (127.80%)
₹ 50,000₹ 50,601.95 (1.20%)₹ 54,534.2 (9.07%)₹ 60,924.4 (21.85%)₹ 73,956.9 (47.91%)₹ 1,13,897.55 (127.80%)
₹ 80,000₹ 80,963.12 (1.20%)₹ 87,254.72 (9.07%)₹ 97,479.04 (21.85%)₹ 1,18,331.04 (47.91%)₹ 1,82,236.08 (127.80%)
₹ 1,00,000₹ 1,01,203.9 (1.20%)₹ 1,09,068.4 (9.07%)₹ 1,21,848.8 (21.85%)₹ 1,47,913.8 (47.91%)₹ 2,27,795.1 (127.80%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd10.35%
  • ICICI Bank Ltd6.54%
  • GOI MAT6.34%
  • Larsen and Toubro Ltd4.97%
  • ITC Ltd4.74%
  • National Bank for Agri & Rural Dev4.56%
  • Reliance Industries Ltd4.27%
  • State Bank of India3.92%
  • Infosys Limited3.62%
  • Axis Bank Ltd3.59%
  • Power Grid Corporation of India Ltd2.92%
  • Bharti Airtel Ltd2.79%
  • SKF India Ltd2.05%
  • Aurobindo Pharma Ltd1.95%
  • LIC Housing Finance Ltd1.71%
  • KEC International Ltd1.66%
  • Zensar Technologies Ltd1.58%
  • Mahindra Holidays & Resorts Ind Ltd1.49%
  • Indusind Bank Ltd1.46%
  • Kotak Mahindra Bank Limited1.38%
  • HDFC NIFTY ETF1.38%
  • Hindustan Petroleum Corp Ltd1.35%
  • Bharat Electronics Ltd1.33%
  • Redington Ltd1.29%
  • Small Industries Development Bank1.23%
  • PNC Infratech Ltd1.16%
  • Net Current Assets1.12%
  • United Spirits Limited1.11%
  • Bank of Baroda1.01%
  • Kotak Mahindra Investments Ltd0.90%
  • National Bank for Financing Infrastructure and Development0.89%
  • Uttar Pradesh SDL Mat0.79%
  • REC Limited0.77%
  • Krishna Institute Of Medical Sciences Limited0.73%
  • The Tata Power Company Ltd0.72%
  • Indian Railways Finance Corp Ltd0.72%
  • Power Finance Corporation Ltd0.71%
  • BROOKFIELD INDIA REAL ESTATE TRUST0.69%
  • HDB Financial Services Ltd0.65%
  • Vardhman Textiles Ltd0.62%
  • Cholamandalam Investment & Finance Co Ltd0.57%
  • JK Tyre & Industries Limited0.57%
  • Bharat Petroleum Corporation Ltd0.53%
  • TMF Holdings Ltd Subsidiary of Tata Motors Ltd0.50%
  • Floating Rate GOI0.49%
  • Godrej Consumer Products Ltd0.48%
  • Reverse Repo0.48%
  • Mahanagar Telephone Nigam Ltd Corporate guarantee from Govt of India0.46%
  • Sharda Cropchem Ltd0.40%
  • TREPS Tri party Repo0.40%
  • UPL Ltd0.39%
  • Max Healthcare Institute Limited0.37%
  • Dabur India Ltd0.33%
  • Eris Lifesciences Ltd0.27%
  • MM Forgings Ltd0.26%
  • POWERGRID Infrastructure Investment Trust0.26%
  • Kalpataru Projects International Ltd0.25%
  • Tata Sons Ltd0.23%
  • Kotak Mahindra Prime Ltd0.22%
  • Tamilnadu Newsprint & Papers Ltd0.22%
  • Housing and Urban Development Corporation Ltd0.22%
  • Maharashtra SDL ISD Mat0.18%
  • Uttarakhand SDL ISD MAT0.16%
  • Rajasthan SDL Mat0.11%
  • Nuclear Power Corporation of India Ltd0.11%
  • Jagran Prakashan Ltd0.10%
  • Muthoot Finance Ltd0.09%
  • Sundaram Finance Ltd0.09%
  • DOMS Industries Limited0.07%
  • Sadbhav Engineering Ltd0.05%
  • Inox India Limited0.03%
  • HAPPY FORGINGS LIMITED0.02%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

24.65%

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

18.89%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.45%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

12.57%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

12.32%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

11.73%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.48%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.83%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

9.90%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

7.87%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

37.82%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

34.66%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

30.81%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

29.75%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

28.91%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.06%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

26.68%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

25.50%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

24.19%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

23.55%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

27.07%

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

25.71%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.95%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

18.32%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

14.70%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.34%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

13.02%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

12.86%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.66%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.17%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

26.68%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

26.22%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

17.82%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

17.62%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.98%

HSBC Aggressive Hybrid Fund - Regular Plan - GrowthHSBC Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.91%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.68%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.18%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

13.71%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

13.26%

Show all Funds

Fund Managers

CS

Mr. Chirag SetalvadSenior Fund Manager - Equities

Mr.Chirag Setalvad has 16 years of experience of which 13 years in Fund Management and Equity Research and 3 years in investment banking. From March 2007 till date he is with HDFC AMC. He has also worked with New Vernon Advisory Services Pvt. Ltd., HDFC AMC, ING Barings N.V.

AJ

Mr. Anupam JoshiAssociate Director - Investments

Mr. Anupam Joshi has over 10 years of experience in Portfolio Management & Dealing. In his last assignment with Principal PNB Asset Management Company, he was involved in Portfolio Management & Dealing. Prior to this he had worked with ICAP India Private Ltd as a Dealer. Prior to that he was dealer in Fixed income team at Asit C. Mehta Investment Intermediates Ltd.

Get your latest Credit Score, FREE

Compare with similar Funds

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

Union Aggressive Hybrid Fund - Regular Plan - Growth

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

Franklin India Equity Hybrid Fund - Growth

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

Quant Absolute Fund - Growth

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

JM Aggressive Hybrid Fund - Growth

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

UTI Aggressive Hybrid Fund - Regular Plan - Growth

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

Kotak Equity Hybrid Fund - IDCW

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

LIC MF Aggressive Hybrid Fund - Growth

HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)

vs

PGIM India Hybrid Equity Fund - Growth

FAQ's

What is the risk level associated with the HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)?

The HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted) is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted) as of Oct 11,2024?

The current NAV of the HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted) as of Oct 11,2024 is INR 124.23.

What are the returns generated by the HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted) over the past 1, 3, and 5 years?

The HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted) has delivered impressive returns of 21.86% over the past 1 year, 16.38% over 3 years, and 15.68% over 5 years.

What is the expense ratio associated with the HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)?

The HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted) has an expense ratio of 1.07%, making it a cost-effective option for investors looking for a diversified investment in both equity and debt instruments.

What is the minimum investment amount required for the HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)?

The HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted) requires a minimum investment amount of INR 100.

Is there a systematic investment plan (SIP) available for the HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted)?

Yes, HDFC Hybrid Equity Fund - Growth - Direct Plan (Adjusted) offers SIP starting from INR 100 per month.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Hybrid Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Urban Money

Disclaimer:

The website may provide information about various loan products, insurance products, credit scores & links to other websites or resources over which urbanmoney.com does not have control as such information & links are received from the Banks, NBFCs, Insurance companies & credit rating agencies. Users of this website acknowledge that urbanmoney.com is providing these information & links only as a convenience, and further agree that urbanmoney.com is not responsible for the veracity of such information. Please note that users are advised to independently verify the information & do other requisite due diligence before making any decision and that urbanmoney.com nor its employees, partners, and associated staff are not accountable for any loss, harm, or damage due to usage of information from this website.  And further that user’s use of links to such external websites are subject to the terms of use and privacy policies located on those sites.

© 2024 www.urbanmoney.com. All rights reserved.