HDFC Hybrid Equity Fund Direct Plan-Growth is a hybrid mutual fund scheme offered by HDFC Mutual Fund. It has an AUM of ₹24,644.67 crores and the current NAV declared is ₹127.499 as of 28 Sep 2024.
The return performance of the HDFC Hybrid Equity Fund Direct Plan-Growth plan during the last year has been 25.34%, 52.48% in the previous three years and 340.31% since the scheme launch.
HDFC Hybrid Equity Fund Returns
| Period | This fund | Category average |
|---|---|---|
| 1 month | 2.21% | 2.91% |
| 3 months | 5.25% | 7.87% |
| 6 months | 13.93% | 18.92% |
| 1 year | 25.34% | 35.78% |
| 3 years | 15.21% | 17.1% |
| 5 years | 17.9% | 19.93% |
| 10 years | 12% | 14.12% |
HDFC Hybrid Equity Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
ICICI Bank Ltd.
|
Financial | Equity | 7.28% |
|
HDFC Bank Ltd.
|
Financial | Equity | 6.27% |
|
Larsen & Toubro Ltd.
|
Construction | Equity | 4.72% |
|
Reliance Industries Ltd.
|
Energy | Equity | 4.50% |
|
Infosys Ltd.
|
Technology | Equity | 4.12% |
Sector Allocation in HDFC Hybrid Equity Fund
| Sector | Percentage Holding (%) | Value (₹ Cr) |
|---|---|---|
| Financial | 21.96 | ₹5,413.04 |
| Consumer Staples | 7.47 | ₹1,841.86 |
| Construction | 6.19 | ₹1,524.61 |
| Technology | 6.06 | ₹1,492.63 |
| Healthcare | 5.07 | ₹1,248.43 |
| Others | 53.25 | ₹13,123.29 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
