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HDFC Hybrid Equity Fund - Growth Plan
★★★★★ monitor_heart Health Score: 54/100 · AverageHDFC Mutual Fund · Hybrid · Aggressive Hybrid
₹112.66
AUM: ₹22,367 Cr
NAV updated 3 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.12%
Exit Load
Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
Fund Manager
Vinay Kulkarni
Inception
Jan 2013
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
Sharpe Ratio
-1.14
Std Dev (1Y)
9.8%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.98%
3m
-0.31%
6m
-2.29%
1y
-4.43%
3y
+6.95%
5y
+9.8%
10y
+11.71%
since inception
+9.75%
rate_review TopFund's Take on HDFC Hybrid Equity Fund - Growth Plan
HDFC Hybrid Equity Fund - Growth Plan sits in the middle of the pack for Aggressive Hybrid funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 54/100.
Cost: At 1.12%, the expense ratio runs 12% above the Aggressive Hybrid category average of 1.0%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.14 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 9.8% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about HDFC Hybrid Equity Fund - Growth Plan
The current NAV (Net Asset Value) of HDFC Hybrid Equity Fund - Growth Plan is ₹112.66. NAV is updated every business day after market close by AMFI.
1Y: -4.43% · 3Y CAGR: 6.95% · 5Y CAGR: 9.8%
The expense ratio is 1.12% per annum — the annual fee deducted from your investment to cover fund management costs.
HDFC Hybrid Equity Fund - Growth Plan is managed by Vinay Kulkarni at HDFC Mutual Fund.
HDFC Hybrid Equity Fund - Growth Plan is a High risk fund. Suitable for investors with a 3+ year horizon.
HDFC Hybrid Equity Fund - Growth Plan is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of HDFC Hybrid Equity Fund - Growth Plan is ₹22,368 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.