HDFC Hybrid Equity Fund Growth
Medium
Risk
Other Schemes
Aggressive Allocation
+
15.31
%
15.31
%
3Y annualised
+
0.00
%
0.00
%
1D
1M
6M
1Y
3Y
All
Fund size
22643
NAV:
Mar 7, 2024
104.887
Sector
Tech
Type
Other_schemes
Launched
Sep 2000
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
6.78
%
HDFC Bank Ltd
6.16
%
Larsen & Toubro Ltd
4.82
%
Reliance Industries Ltd
4.74
%
State Bank of India
4.13
%
ITC Ltd
4.09
%
Infosys Ltd
3.86
%
Axis Bank Ltd
3.44
%
Bharti Airtel Ltd
2.98
%
National Bank For Agriculture And Rural Development
2.53
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HDFC Hybrid Equity Fund Growth
More details
Investment objective
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 realized.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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