The HDFC Hybrid Equity Fund Direct Plan-Growth is a hybrid mutual fund scheme offered by HDFC Mutual Fund. As of February 15, 2025, the scheme has an Asset Under Management (AUM) of ₹23,353.84 Crores, with a latest declared NAV of ₹118.026.
In terms of performance, the fund has delivered a return of 8.30% over the past year. Over a three-year period, it has generated a return of 39.70%. Since its inception, the scheme has achieved an impressive cumulative return of 309.28%.
HDFC Hybrid Equity Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -1.67% | -3.32% |
| 3 months | -2.17% | -3.86% |
| 6 months | -3.78% | -5.88% |
| 1 year | 6.66% | 8.53% |
| 3 years | 11.87% | 12.91% |
| 5 years | 15.41% | 15.91% |
| 7 years | 10.7% | 12.71% |
| 10 years | 10.06% | 11.66% |
HDFC Hybrid Equity Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
ICICI Bank Ltd.
|
Financial | Equity | 7.83% |
|
HDFC Bank Ltd.
|
Financial | Equity | 6.87% |
|
Infosys Ltd.
|
Technology | Equity | 4.31% |
|
Bharti Airtel Ltd.
|
Communication | Equity | 4.18% |
|
Reliance Industries Ltd.
|
Energy | Equity | 3.98% |
Sector Allocation in HDFC Hybrid Equity Fund
| Sector | Allocation (%) | Amount (₹ Cr) |
|---|---|---|
| Financial | 23.18% | ₹5,413.64 |
| Consumer Staples | 7.24% | ₹1,691.47 |
| Energy | 7.12% | ₹1,662.54 |
| Technology | 6.05% | ₹1,412.46 |
| Construction | 5.85% | ₹1,365.36 |
| Others | 50.56% | ₹11,807.70 |
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.
