HDFC Hybrid Equity (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
18 yrs 4 monthsStarted on:11 Sep 2000
₹ 21860.58 Cras on: 13 Dec 2018
Medium Horizon
1.98%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments

Exit Load

Exit Load: Redemption/Switch-out within 1 Year of allotment - 1%.

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month1.61
2 YR10.16
3 YR11.47

SIP Returns

TenureReturns (CAGR)
3 YR4.41
5 YR6.3
10 YR9.8

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.23
Infosys Ltd.4.32
Housing Development Finance Corpn. Ltd.4.2
ICICI Bank Ltd.3.82
Larsen & Toubro Ltd.3.3
ITC Ltd.3.29
Tata Sons Ltd. 16/08/2022 7.40%2.58
Aurobindo Pharma Ltd.2.51
Axis Bank Ltd.2.15
Reliance Industries Ltd.2.1

Top Sectoral Holdings

Sector Name% Assets
Financial25.43
Technology6.86
Energy6.19
FMCG4.85
Chemicals4.22
Construction4.15
Engineering3.46
Healthcare3.43
Automobile2.77
Metals2.65

Indicators

LabelValue
Standard Deviation11.42%
Sharpe Ratio0.38

Chirag Setalvad,Rakesh Vyas

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.Mr. Vyas is a B.E (Electrical) and PGDM (Business Management) from XLRI Jamshedpur.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.Prior to joining HDFC Mutual Fund in 2009 he has worked with Lehman Brothers and Nomura.

Other Funds Managed by Chirag Setalvad,Rakesh Vyas

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