HDFC Hybrid Equity Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
18 yrs 12 monthsStarted on:11 Sep 2000
₹ 21150.85 Cras on: 23 Aug 2019
Medium Horizon
1.72%
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)
2 YR1.71
3 YR7.06

SIP Returns

TenureReturns (CAGR)
5 YR3.31
10 YR7.7

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.9
ICICI Bank Ltd.5.56
Infosys Ltd.5.31
Housing Development Finance Corpn. Ltd.4.63
Larsen & Toubro Ltd.3.37
ITC Ltd.3.22
Tata Sons Ltd. 16/08/2022 7.40%2.76
State Bank of India2.45
Axis Bank Ltd.2.39
Reliance Industries Ltd.2.17

Top Sectoral Holdings

Sector Name% Assets
Financial27.39
Technology8.24
Energy5.39
Chemicals4.8
FMCG4.47
Construction4.11
Engineering4.06
Healthcare2.79
Services2.2
Metals2.18

Indicators

LabelValue
Portfolio turnover ratio9.02
Standard Deviation9.77%
Beta1.1%
Sharpe Ratio0.27

Chirag Setalvad,Amar Kalkundrikar

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.

Other Funds Managed by Chirag Setalvad,Amar Kalkundrikar