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HDFC Hybrid Equity Fund - IDCW Option - Direct Plan
HDFC Mutual Fund · Hybrid · Aggressive Hybrid Fund
₹17.51
AUM: —
NAV updated 8 days ago
Plan
Direct
Option
Idcw
Risk
High
Sharpe Ratio
-1.32
Std Dev (1Y)
10.62%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.61%
3m
-1.44%
6m
-1.67%
1y
-10.07%
3y
+0.51%
5y
+2.02%
10y
+1.93%
since inception
+2.08%
TopFund's Take on HDFC Hybrid Equity Fund - IDCW Option - Direct Plan
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan is a Aggressive Hybrid Fund fund from HDFC Mutual Fund. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.32 — 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 10.62% is on the lower side for a Aggressive Hybrid Fund fund, 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.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
No similar funds found.
Tools & Guides for This Fund
Frequently Asked Questions about HDFC Hybrid Equity Fund - IDCW Option - Direct Plan
The current NAV (Net Asset Value) of HDFC Hybrid Equity Fund - IDCW Option - Direct Plan is ₹17.51. NAV is updated every business day after market close by AMFI.
1Y: -10.07% · 3Y CAGR: 0.51% · 5Y CAGR: 2.02%
Expense ratio data for HDFC Hybrid Equity Fund - IDCW Option - Direct Plan is not yet available.
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan is managed by HDFC Mutual Fund.
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan is a Aggressive Hybrid Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HDFC Hybrid Equity Fund - IDCW Option - Direct Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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