| Category: Hybrid: Aggressive |
| Launch Date: 01-04-2005 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index |
| Expense Ratio: 1.68% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 24,068.32 Cr As on (31-10-2024) |
| Turn over: 40.39 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| HDFC Hybrid Equity Fund - Growth Plan | 18.68 | 14.75 | 16.58 | 12.27 | 15.59 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 23.86 | 15.4 | 17.16 | 11.9 | 13.86 |
Chirag Setalvad, Anupam Joshi, Dhruv Muchhal
The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies. The fund aims to invest atleast 35-65 per cent in large-cap stocks and 35-65 per cent in mid-cap stocks.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HDFC Hybrid Equity Fund - Growth Plan | 8.51 | 0.66 | 2.67 | 0.96 | 7.48 | 10.44 |
| Hybrid: Aggressive | - | - | - | - | - | - |
Portfolio as on
