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HDFC Hybrid Equity Fund - IDCW Option - Direct Plan
HDFC Mutual Fund · Hybrid · Aggressive Hybrid Fund
₹17.47
AUM: —
NAV updated 2 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
—
Exit Load
—
Fund Manager
—
Inception
—
Benchmark
—
Sharpe Ratio
-1.56
Std Dev (1Y)
10.61%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.65%
3m
-1.97%
6m
-6.11%
1y
-10.1%
3y
+1.07%
5y
+3.16%
10y
+2.46%
since inception
+2.11%
rate_review 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 -1.56 — 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 10.61% 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
Sector allocation not available yet.
pie_chart Asset Allocation
Asset allocation not available yet.
info Fund Snapshot
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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 ₹17.47. NAV is updated every business day after market close by AMFI.
1Y: -10.1% · 3Y CAGR: 1.07% · 5Y CAGR: 3.16%
Expense ratio data 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 a High risk fund. Suitable for investors with a 3+ year horizon.
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan is a Aggressive Hybrid Fund fund. SIP suitability depends on your investment goal and risk profile.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.