Category: Hybrid: Aggressive |
Launch Date: 01-04-2005 |
Asset Class: Mixed Asset |
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index |
Expense Ratio: 1.69% As on ( 31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 24,462.54 Cr As on ( 30-05-2025) |
Turn over: 40.39 |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
HDFC Hybrid Equity Fund - Growth Plan | 6.69 | 16.61 | 20.0 | 12.48 | 15.27 |
Benchmark | - | - | - | - | - |
Hybrid: Aggressive | 6.11 | 17.79 | 19.75 | 12.02 | 13.14 |
FM 1 - Mr.Chirag Setalvad, FM 2 - Mr. Dhruv Muchhal, FM 3 - Mr. Anupam Joshi
The investment objective of the Scheme is to generate capital appreciation / income from a portfolio,predominantly of equity & equity related instruments.The Scheme will also invest in debt and money market instruments.There is no assurance that the investment objective of the Scheme will be achieved.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HDFC Hybrid Equity Fund - Growth Plan | 8.51 | 0.94 | 1.06 | 1.22 | 7.48 | 10.44 |
Hybrid: Aggressive | - | - | - | - | - | - |
Small Cap
15.87%
Others
32.55%
Large Cap
49.18%
Mid Cap
2.4%
Scheme Name | Launch Date |
1-Year Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|
HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 6.69 | 16.61 | 20.0 | 12.48 |
Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 12.67 | 17.96 | 20.41 | 0.0 |
DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 12.2 | 20.03 | 19.12 | 13.1 |
SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 11.39 | 16.74 | 18.11 | 12.49 |
ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 9.02 | 21.53 | 26.1 | 15.86 |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 8.61 | 20.24 | 21.51 | 12.98 |
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 8.59 | 20.34 | 21.58 | 13.03 |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 8.47 | 20.15 | 21.85 | 0.0 |
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 8.3 | 19.98 | 18.18 | 0.0 |
UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 7.92 | 19.85 | 22.21 | 12.57 |