HDFC Hybrid Equity Fund – Analyse AUM, NAV, Returns and more

HDFC Hybrid Equity Fund is an Open-ended, hybrid-cap category fund launched in 2005 by HDFC Mutual Fund. The fund manager name is Chirag Setalvad. The risk in this fund is below average but the returns are above average. In this article, we will do a detailed analysis of the HDFC Hybrid Equity Fund, we will dig deep into its AUM, NAV Returns & more.

HDFC Hybrid Equity Fund

HDFC Hybrid Equity Fund Ranking

Crisil MF RankNA

Background of HDFC Hybrid Equity Fund

Name of FundHDFC Hybrid Equity Fund
Type of Fund ( Open / Close)Open-ended
Category of FundHybrid
Fund ManagerChirag Setalvad
Launch Date1-Apr-2005

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    1. Invest in Mutual FundOpen Demat Account

    HDFC Hybrid Equity Fund Performance

    Risk GradeBelow Average
    Return GradeAbove Average
    NAV (as on current Date)Rs. 50.91 as on Dec 14, 2018
    Net Asset (as on current date)Rs. 21860.6 crore as on Nov 30, 2018

    HDFC Hybrid Equity Fund Portfolio Characteristics

    Total Stock/Securities65
    Total Bonds74
    Avg Market Cap (in cr)2.74
    Portfolio P/B Ratio21.58
    Portfolio P/E Ratio76022
    3Y Earning Growth (%)6.71
    Average Matuarity
    Avg 52 Week High
    Avg 52 Week Low
    Average Credit Rating

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    HDFC Hybrid Equity Fund Composition

    NON Converitbles
    Zero Coupons
    Bonds (short term)

    HDFC Hybrid Equity Fund Risk Analysis

    Standard Deviation11.42
    Sharpe Ratio0.38
    R Square0.87

    HDFC Hybrid Equity Fund NAV – Yearly

    52 Week High (NAV)59.99
    52 Week Low (NAV)48.12

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    HDFC Hybrid Equity Fund Returns – Yearly


    HDFC Hybrid Equity Fund AUM


    HDFC Hybrid Equity Fund Expense Ratio


    HDFC Hybrid Equity Fund Quarterly Returns

    2018 Q1-3.890%
    2018 Q2-0.890%
    2018 Q30.550%
    2018 Q4
    2017 Q110.120%
    2017 Q25.310%
    2017 Q31.940%
    2017 Q47.820%
    2016 Q1-1.970%
    2016 Q26.800%
    2016 Q37.490%
    2016 Q4-2.510%
    2015 Q12.040%
    2015 Q2-0.260%
    2015 Q30.220%
    2015 Q40.990%
    2014 Q16.590%
    2014 Q222.490%
    2014 Q35.990%
    2014 Q49.460%

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    Fund Weightage by Sector

    1Financial (25.43%)
    2Technology (6.86%)
    3Energy (6.19%)
    4FMCG (4.85%)
    5Chemicals (4.22%)
    6Construction (4.15%)
    7Engineering (3.46%)
    9Automobile (2.77%)
    10Metals (2.65%)

    Weightage by Securities Holding

    1HDFC Bank (7.23%)
    2Infosys (4.32%)
    3HDFC (4.20%)
    4ICICI Bank (3.82%)
    5Larsen & Toubro (3.30%)
    6ITC (3.39%)
    7Aurobindo Pharma (2.51%)
    8Axis Bank (2.15%)
    9Reliance Industries (2.10%)
    10State Bank of India (1.79%)

    Investment Information

    AMCHDFC Asset Management Company Ltd
    RegistrarComputer Age Management Services Ltd.
    Minimum Investment5000
    Minimum SIP Investment500
    Exit LoadFor units in excess of 15% of the investment,1% will be charged for redemption within
    365 days


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

    Invest in HDFC Hybrid Equity Fund – Fill up the Form Below

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