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Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

HD

HDFC Hybrid Equity Fund - IDCW Option - Direct Plan

HDFC Mutual Fund · Hybrid · Aggressive Hybrid Fund

₹17.47

+0.02 (+0.11%) trending_up

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.

Frequently Asked Questions about HDFC Hybrid Equity Fund - IDCW Option - Direct Plan

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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