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

Equity68.70%
Debt30.33%
Cash0.97%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

HDFC Hybrid Equity Fund Risk Analysis

Standard Deviation11.42
Sharpe Ratio0.38
Beta0.9
R Square0.87
Alpha-0.42

HDFC Hybrid Equity Fund NAV – Yearly

201850.91
201758.21
201643.02
201542.95
201443.48
52 Week High (NAV)59.99
52 Week Low (NAV)48.12

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HDFC Hybrid Equity Fund Returns – Yearly

2018-3.700%
201735.090%
20160.170%
2015-1.210%
201452.070%

HDFC Hybrid Equity Fund AUM

201822515
2017325
2016283
2015304
2014345

HDFC Hybrid Equity Fund Expense Ratio

2018
20172.890%
20162.860%
20152.820%
20142.800%

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%

Find details on other Mutual Funds

Canara Robeco Emerging Equities Fund Direct PlanLic Mf Large Mid Cap FundSbi Magnum Multicap Fund
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Canara Robeco Gilt FundLt Hybrid Equity FundSundaram Large And Mid Cap Fund

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%)
8Healthcare(3.43%)
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

Conclusion:

“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

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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