Hdfc Hybrid Equity Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
HDFC Hybrid Equity Fund - IDCW Plan 07/Feb/2023 14.132
-0.0190
-0.1343%
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan 07/Feb/2023 15.679
-0.0210
-0.1338%
HDFC Hybrid Equity Fund - Growth Plan 07/Feb/2023 85.151
-0.1160
-0.1360%
HDFC Hybrid Equity Fund - Growth Option - Direct Plan 07/Feb/2023 90.869
-0.1230
-0.1352%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Hdfc Hybrid Equity Fund Analysis

Bmsmoney Aggressive Hybrid Fund Category Rank: 8

Hdfc Hybrid Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-0.39
-1.17
Yes
Yes
No
6/27 -6.18 / 0.31
1M Rolling Return %
0.10
-0.15
Yes
Yes
No
5/27 -1.05 / 0.55
3M Return %
0.76
-1.03
Yes
Yes
No
3/27 -7.00 / 1.73
3M Rolling Return %
2.02
0.60
Yes
Yes
No
3/26 -1.90 / 3.11
6M Return %
5.64
2.20
Yes
Yes
No
2/27 -2.78 / 7.09
6M Rolling Return %
2.46
0.72
Yes
Yes
No
3/26 -2.98 / 5.29
1Y Return %
6.89
2.05
Yes
Yes
No
2/26 -4.92 / 7.10
1Y Rolling Return %
21.12
18.85
Yes
Yes
No
5/25 11.11 / 38.75
3Y Return %
15.75
12.99
Yes
Yes
No
5/25 6.66 / 27.86
3Y Rolling Return %
14.16
13.94
Yes
No
No
8/20 6.71 / 27.23
5Y Return %
8.69
9.23
No
No
No
13/20 4.72 / 17.29
Standard Deviation
18.20
17.37
No
No
Yes
19/25 14.76 / 22.69
Semi Deviation
14.13
13.59
No
No
No
17/25 11.36 / 19.32
Max Drawdown
-23.13
-21.80
No
No
Yes
19/25 -34.70 / -16.27
VaR 1 Y
-11.83
-13.44
Yes
Yes
No
5/25 -18.65 / -9.98
Average Drawdown
-5.27
-7.37
Yes
Yes
No
1/25 -11.59 / -5.27
Sharpe Ratio
0.47
0.37
Yes
Yes
No
6/25 0.02 / 1.21
Sterling Ratio
0.48
0.43
Yes
Yes
No
6/25 0.20 / 0.95
Sortino Ratio
0.22
0.18
Yes
Yes
No
5/25 0.04 / 0.54
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 7, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Hdfc Hybrid Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Hdfc Hybrid Equity Fund

Top Performing Funds in Aggressive Hybrid Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Equity Hybrid Fund

5 The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Hybrid Fund performance snapshot section. 1.08% 12.77% -16.27% -9.98% 0.44 0.20 0.49

Edelweiss Aggressive Hybrid Fund

2 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section. 5.67% 14.46% -21.18% -11.64% 0.45 0.21 0.50

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

1 The Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana performance snapshot section. 1.84% 15.47% -19.33% -11.96% 0.53 0.24 0.48

Quant Absolute Fund

4 The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Absolute Fund performance snapshot section. 4.72% 27.86% -21.56% -14.66% 1.21 0.54 0.48

Tata Hybrid Equity Fund

3 The Tata Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Tata Hybrid Equity Fund performance snapshot section. 5.45% 13.54% -21.61% -14.93% 0.41 0.20 0.48

Hdfc Hybrid Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-0.33
-1.06
Yes
Yes
No
6/27 -6.05 / 0.41
1M Rolling Return %
0.15
-0.04
Yes
Yes
No
7/27 -0.94 / 0.65
3M Return %
0.92
-0.73
Yes
Yes
No
3/27 -6.64 / 2.16
3M Rolling Return %
2.18
0.90
Yes
Yes
No
3/26 -1.56 / 3.25
6M Return %
5.99
2.84
Yes
Yes
No
3/27 -2.12 / 7.78
6M Rolling Return %
2.79
1.34
Yes
Yes
No
6/26 -2.20 / 5.74
1Y Return %
7.58
3.30
Yes
Yes
No
3/26 -3.69 / 8.20
1Y Rolling Return %
21.89
20.23
Yes
Yes
No
7/25 12.45 / 39.10
3Y Return %
16.49
14.34
Yes
No
No
8/25 7.91 / 29.06
3Y Rolling Return %
14.89
15.15
No
No
No
10/20 7.54 / 28.28
5Y Return %
9.46
10.43
No
No
No
14/20 5.64 / 18.41
Standard Deviation
18.20
17.37
No
No
Yes
19/25 14.76 / 22.69
Semi Deviation
14.13
13.59
No
No
No
17/25 11.36 / 19.32
Max Drawdown
-23.13
-21.80
No
No
Yes
19/25 -34.70 / -16.27
VaR 1 Y
-11.83
-13.44
Yes
Yes
No
5/25 -18.65 / -9.98
Average Drawdown
-5.27
-7.37
Yes
Yes
No
1/25 -11.59 / -5.27
Sharpe Ratio
0.47
0.37
Yes
Yes
No
6/25 0.02 / 1.21
Sterling Ratio
0.48
0.43
Yes
Yes
No
6/25 0.20 / 0.95
Sortino Ratio
0.22
0.18
Yes
Yes
No
5/25 0.04 / 0.54
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 7, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Hdfc Hybrid Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % -0.39% -0.33%
1M Rolling Return % 0.10% 0.15%
3M Return % 0.76% 0.92%
3M Rolling Return % 2.02% 2.18%
6M Return % 5.64% 5.99%
6M Rolling Return % 2.46% 2.79%
1Y Return % 6.89% 7.58%
1Y Rolling Return % 21.12% 21.89%
3Y Return % 15.75% 16.49%
3Y Rolling Return % 14.16% 14.89%
5Y Return % 8.69% 9.46%
Standard Deviation 18.20% 18.20%
Semi Deviation 14.13% 14.13%
Max Drawdown -23.13% -23.13%
VaR 1 Y -11.83% -11.83%
Average Drawdown -5.27% -5.27%
Sharpe Ratio 0.47% 0.47%
Sterling Ratio 0.48% 0.48%
Sortino Ratio 0.22% 0.22%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Axis Equity Hybrid Fund

0.14
1
0.82
8
-1.61
24
-3.23
26
-2.78
27
-4.92
26
8.91
22

Dsp Equity & Bond Fund

0.05
2
1.38
1
0.31
1
-0.27
7
1.17
18
-1.07
22
10.82
14
9.66
9

Jm Equity Hybrid Fund

0.03
3
1.08
3
-0.90
12
1.25
2
7.09
1
7.10
1
19.94
3
9.74
8

Pgim India Hybrid Equity Fund

0.02
4
0.88
6
-0.33
5
1.73
1
4.56
5
0.03
20
9.68
19
6.95
16

Tata Hybrid Equity Fund

0.00
5
1.02
4
-1.11
15
-0.35
8
3.37
9
5.45
5
13.54
9
8.95
12

Navi Equity Hybrid Fund

-0.02
6
0.67
11
-0.79
10
-0.35
9
2.69
12
1.99
12
9.28
21

Kotak Equity Hybrid Fund

-0.09
7
0.64
12
-0.93
14
-0.86
12
2.91
11
3.91
9
15.11
7
11.07
3

Hdfc Hybrid Equity Fund

-0.14
8
0.88
7
-0.39
6
0.76
3
5.64
2
6.89
2
15.75
5
8.69
13

Idfc Hybrid Equity Fund

-0.14
9
0.35
18
-0.76
9
-0.87
13
1.04
19
0.65
17
13.04
10
8.17
14

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.14
10
0.69
10
-1.17
16
-2.53
24
-1.63
26
-2.25
25
10.62
17
6.53
17

Union Hybrid Equity Fund

-0.16
11
0.73
9
-1.42
20
-2.04
23
0.40
22
0.24
19

Franklin India Equity Hybrid Fund

-0.17
12
0.04
24
-1.46
21
-0.83
11
3.54
8
2.75
10
12.88
11
9.31
10

Canara Robeco Equity Hybrid Fund

-0.17
13
0.96
5
-0.74
8
-1.13
18
1.83
14
1.08
16
12.77
13
11.01
4

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-0.17
14
0.45
15
-1.27
19
-1.18
19
1.83
15
1.84
13
15.47
6

Lic Mf Equity Hybrid Fund

-0.19
15
1.12
2
-0.28
3
-0.94
15
0.01
24
-1.66
24
6.66
25
6.47
18

Uti Hybrid Equity Fund

-0.19
16
0.58
13
0.00
2
0.65
4
4.36
6
5.28
6
16.19
4
8.97
11

Shriram Hybrid Equity Fund

-0.21
17
0.37
17
-0.83
11
-1.89
22
0.06
23
1.76
14
9.51
20
7.58
15

Baroda Bnp Paribas Aggressive Hybrid Fund

-0.21
18
0.32
19
-1.21
17
-0.92
14
2.22
13

Sbi Equity Hybrid Fund

-0.21
19
-0.21
25
-2.60
26
-2.83
25
-1.04
25
0.38
18
10.73
15
9.89
7

Nippon India Equity Hybrid Fund

-0.25
20
0.26
21
-0.92
13
-0.37
10
4.30
7
4.99
7
8.85
23
4.72
20

Edelweiss Aggressive Hybrid Fund

-0.27
21
0.57
14
-0.32
4
0.37
5
4.99
4
5.67
4
14.46
8
10.61
5

Mirae Asset Hybrid Equity Fund

-0.29
22
0.18
22
-1.59
23
-0.97
16
1.59
16
1.47
15
12.82
12
10.16
6

Indiabulls Equity Hybrid Fund

-0.29
23
0.30
20
-1.48
22
-1.34
20
3.28
10
2.40
11
10.70
16

Invesco India Equity & Bond Fund

-0.31
24
0.45
16
-1.22
18
-1.36
21
1.24
17
-0.54
21
8.48
24

Idbi Hybrid Equity Fund

-0.31
25
0.18
23
-1.92
25
-1.05
17
0.67
21
-1.57
23
10.50
18
5.74
19

Icici Prudential Equity & Debt Fund

-0.31
26
-0.26
26
-0.62
7
-0.15
6
5.14
3
6.84
3
20.33
2
13.12
2

Quant Absolute Fund

-0.51
27
-2.14
27
-6.18
27
-7.00
27
0.99
20
4.72
8
27.86
1
17.29
1
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Axis Equity Hybrid Fund

0.13
1
0.84
8
-1.45
23
-2.97
26
-2.12
27
-3.69
26
10.38
22

Dsp Equity & Bond Fund

0.05
2
1.40
1
0.41
1
-0.02
8
1.71
19
-0.04
22
11.95
15
10.78
8

Pgim India Hybrid Equity Fund

0.04
3
0.92
6
-0.19
5
2.16
1
5.46
4
1.69
18
11.49
18
8.65
16

Jm Equity Hybrid Fund

0.03
4
1.10
3
-0.79
12
1.56
2
7.78
1
8.20
1
20.99
2
10.80
7

Tata Hybrid Equity Fund

0.00
5
1.04
4
-1.02
15
-0.12
9
3.88
9
6.46
6
14.67
9
10.18
11

Navi Equity Hybrid Fund

-0.01
6
0.70
11
-0.62
8
0.11
6
3.69
11
3.94
10
11.31
20

Kotak Equity Hybrid Fund

-0.09
7
0.67
12
-0.80
13
-0.51
11
3.66
12
5.39
9
16.70
6
12.55
3

Hdfc Hybrid Equity Fund

-0.14
8
0.89
7
-0.33
6
0.92
3
5.99
3
7.58
3
16.49
8
9.46
14

Idfc Hybrid Equity Fund

-0.14
9
0.37
18
-0.64
10
-0.56
13
1.70
20
1.97
17
14.52
10
9.64
13

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.14
10
0.70
10
-1.10
19
-2.34
24
-1.24
26
-1.47
25
11.50
16
7.43
18

Union Hybrid Equity Fund

-0.16
11
0.71
9
-1.31
20
-1.77
23
0.95
22
1.27
19

Franklin India Equity Hybrid Fund

-0.16
12
0.06
24
-1.36
21
-0.59
14
4.07
8
3.77
13
14.02
13
10.47
10

Canara Robeco Equity Hybrid Fund

-0.16
13
0.98
5
-0.63
9
-0.84
19
2.46
15
2.33
16
14.13
12
12.36
5

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-0.17
14
0.49
15
-1.09
18
-0.70
17
2.87
14
3.90
12
17.72
4

Lic Mf Equity Hybrid Fund

-0.18
15
1.15
2
-0.18
4
-0.68
16
0.56
24
-0.56
23
7.91
25
7.74
17

Uti Hybrid Equity Fund

-0.19
16
0.59
14
0.06
2
0.81
5
4.70
7
5.93
7
16.98
5
9.72
12

Shriram Hybrid Equity Fund

-0.20
17
0.40
17
-0.70
11
-1.52
22
0.84
23
3.32
14
11.18
21
9.10
15

Baroda Bnp Paribas Aggressive Hybrid Fund

-0.21
18
0.35
19
-1.06
16
-0.52
12
3.08
13

Sbi Equity Hybrid Fund

-0.21
19
-0.20
25
-2.54
26
-2.67
25
-0.69
25
1.07
21
11.50
17
10.69
9

Nippon India Equity Hybrid Fund

-0.25
20
0.28
21
-0.85
14
-0.18
10
4.72
6
5.80
8
9.70
24
5.64
20

Edelweiss Aggressive Hybrid Fund

-0.27
21
0.61
13
-0.16
3
0.83
4
6.02
2
7.78
2
16.56
7
12.37
4

Mirae Asset Hybrid Equity Fund

-0.29
22
0.21
22
-1.47
24
-0.63
15
2.31
16
2.88
15
14.44
11
11.82
6

Indiabulls Equity Hybrid Fund

-0.29
23
0.31
20
-1.40
22
-1.15
21
3.84
10
3.92
11
12.74
14

Invesco India Equity & Bond Fund

-0.30
24
0.48
16
-1.07
17
-0.96
20
2.10
17
1.09
20
10.24
23

Idbi Hybrid Equity Fund

-0.31
25
0.20
23
-1.84
25
-0.83
18
1.13
21
-0.73
24
11.43
19
6.96
19

Icici Prudential Equity & Debt Fund

-0.31
26
-0.25
26
-0.56
7
-0.02
7
5.45
5
7.44
4
20.96
3
13.87
2

Quant Absolute Fund

-0.50
27
-2.11
27
-6.05
27
-6.64
27
1.84
18
6.49
5
29.06
1
18.41
1
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.41
22
0.07
18
-1.48
24
19.42
9
11.94
15

Axis Equity Hybrid Fund

-1.05
27
-1.90
26
-2.17
25
17.37
13

Franklin India Equity Hybrid Fund

0.00
10
0.34
16
0.92
11
16.63
18
13.46
13

Shriram Hybrid Equity Fund

-0.30
21
0.18
17
0.14
17
12.54
24
10.33
19

Canara Robeco Equity Hybrid Fund

-0.52
24
0.05
19
0.01
18
17.16
15
15.32
4

Dsp Equity & Bond Fund

-0.50
23
-1.08
25
-1.00
22
15.56
20
14.79
5

Edelweiss Aggressive Hybrid Fund

0.25
3
1.13
9
2.37
5
20.41
6
14.73
6

Essel Equity Hybrid Fund

-0.09
12
0.49
14
0.65
12
16.00
19

Hdfc Hybrid Equity Fund

0.10
5
2.02
3
2.46
3
21.12
5
14.16
8

Icici Prudential Equity & Debt Fund

0.55
1
3.11
1
5.29
1
33.82
2
18.89
2

Idbi Hybrid Equity Fund

-0.73
26
-0.31
21
-0.26
21
16.86
16
11.13
16

Idfc Hybrid Equity Fund

-0.12
15
-0.13
20
0.29
14
19.93
8
13.69
11

Indiabulls Equity Hybrid Fund

-0.19
17
0.53
13
0.22
15
13.93
21

Invesco India Equity & Bond Fund

-0.27
20
-0.56
23
-0.21
20
13.28
23

Jm Equity Hybrid Fund

0.03
8
1.14
8
1.09
10
16.77
17
13.75
10

Kotak Equity Hybrid Fund

0.04
7
0.87
10
2.22
6
20.28
7
16.90
3

Mahindra Hybrid Equity Nivesh Yojana

-0.26
19
1.29
7
1.42
9
22.86
3

Nippon India Equity Hybrid Fund

0.02
9
1.70
5
1.67
7
17.20
14
6.71
20

Pgim India Hybrid Equity Fund

-0.12
14
0.46
15
-2.98
26
13.45
22
10.60
17

Quant Absolute Fund

0.51
2
2.65
2
4.97
2
38.75
1
27.23
1

Sbi Equity Hybrid Fund

-0.17
16
0.59
12
0.37
13
18.12
12
14.10
9

Tata Hybrid Equity Fund

-0.08
11
1.83
4
2.45
4
18.51
10
12.64
14

Uti Hybrid Equity Fund

0.19
4
1.45
6
1.52
8
21.95
4
13.59
12

Lic Mf Equity Hybrid Fund

-0.55
25
-0.70
24
-1.17
23
11.11
25
10.42
18

Mirae Asset Hybrid Equity Fund

-0.10
13
0.70
11
0.20
16
18.16
11
14.34
7

Union Hybrid Equity Fund

-0.24
18
-0.41
22
-0.16
19

Baroda Bnp Paribas Aggressive Hybrid Fund

0.06
6
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.35
22
0.26
19
-1.10
24
20.34
9
12.83
15

Axis Equity Hybrid Fund

-0.94
27
-1.56
26
-1.52
25
19.02
12

Franklin India Equity Hybrid Fund

0.09
9
0.59
16
1.42
12
17.81
18
14.67
12

Shriram Hybrid Equity Fund

-0.16
21
0.55
17
0.90
15
14.27
24
12.01
18

Canara Robeco Equity Hybrid Fund

-0.41
23
0.37
18
0.64
18
18.61
14
16.70
5

Dsp Equity & Bond Fund

-0.42
24
-0.82
25
-0.47
22
16.74
20
15.96
7

Edelweiss Aggressive Hybrid Fund

0.41
3
1.64
7
3.36
3
22.55
5
16.75
4

Essel Equity Hybrid Fund

0.06
11
0.94
13
1.62
10
18.14
15

Hdfc Hybrid Equity Fund

0.15
7
2.18
3
2.79
6
21.89
7
14.89
10

Icici Prudential Equity & Debt Fund

0.60
2
3.25
1
5.57
2
34.50
2
19.56
2

Idbi Hybrid Equity Fund

-0.66
26
-0.08
21
0.19
21
17.83
17
12.11
17

Idfc Hybrid Equity Fund

-0.02
15
0.18
20
0.92
14
21.41
8
15.19
8

Indiabulls Equity Hybrid Fund

-0.11
17
1.04
12
1.22
13
16.20
21

Union Hybrid Equity Fund

-0.16
20
-0.16
23
0.40
20

Invesco India Equity & Bond Fund

-0.12
19
-0.16
22
0.60
19
15.13
23

Jm Equity Hybrid Fund

0.14
8
1.34
9
1.59
11
17.68
19
14.85
11

Kotak Equity Hybrid Fund

0.15
6
1.23
10
2.94
4
21.97
6
18.47
3

Mahindra Hybrid Equity Nivesh Yojana

-0.10
16
1.77
6
2.44
7
25.28
3

Nippon India Equity Hybrid Fund

0.08
10
1.89
5
2.06
8
18.09
16
7.54
20

Pgim India Hybrid Equity Fund

0.02
13
0.86
14
-2.20
26
15.36
22
12.39
16

Quant Absolute Fund

0.65
1
3.05
2
5.74
1
39.10
1
28.28
1

Sbi Equity Hybrid Fund

-0.11
18
0.75
15
0.71
17
18.93
13
14.90
9

Tata Hybrid Equity Fund

-0.01
14
2.08
4
2.93
5
19.79
11
13.78
14

Uti Hybrid Equity Fund

0.24
4
1.60
8
1.82
9
22.83
4
14.38
13

Lic Mf Equity Hybrid Fund

-0.47
25
-0.42
24
-0.57
23
12.45
25
11.68
19

Mirae Asset Hybrid Equity Fund

0.02
12
1.06
11
0.89
16
19.87
10
16.08
6

Baroda Bnp Paribas Aggressive Hybrid Fund

0.21
5
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

-12.60
9
-25.50
24
-7.32
14
18.25
20
14.84
24

Aditya Birla Sun Life Equity Hybrid 95 Fund

-18.65
25
-24.84
23
-9.88
24
18.31
22
14.49
21

Axis Equity Hybrid Fund

-12.83
11
-20.69
10
-9.43
22
17.14
14
13.26
13

Franklin India Equity Hybrid Fund

-13.73
16
-21.58
15
-8.51
20
16.87
11
13.22
11

Shriram Hybrid Equity Fund

-11.09
2
-18.29
3
-5.92
5
15.30
3
11.68
3

Canara Robeco Equity Hybrid Fund

-9.98
1
-16.27
1
-5.59
3
14.87
2
11.48
2

Dsp Equity & Bond Fund

-14.13
17
-20.69
11
-11.59
25
17.61
16
13.76
15

Edelweiss Aggressive Hybrid Fund

-11.64
4
-21.18
13
-6.61
11
16.67
9
13.10
10

Navi Equity Hybrid Fund

-12.52
8
-22.53
18
-7.44
15
16.86
10
13.73
14

Hdfc Hybrid Equity Fund

-11.83
5
-23.13
19
-5.27
1
18.20
19
14.13
17

Icici Prudential Equity & Debt Fund

-17.61
24
-23.48
20
-5.33
2
19.21
23
14.52
23

Idbi Hybrid Equity Fund

-12.24
7
-17.18
2
-8.19
19
14.76
1
11.36
1

Idfc Hybrid Equity Fund

-14.15
18
-23.69
21
-8.09
18
18.02
17
14.52
22

Indiabulls Equity Hybrid Fund

-12.80
10
-20.62
9
-7.63
16
16.95
13
13.23
12

Invesco India Equity & Bond Fund

-12.96
12
-21.08
12
-6.20
8
16.03
5
13.04
8

Jm Equity Hybrid Fund

-13.12
15
-20.58
8
-7.02
13
21.25
24
14.48
20

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-11.96
6
-19.33
4
-6.11
7
16.56
8
12.98
7

Nippon India Equity Hybrid Fund

-14.66
19
-34.70
25
-7.89
17
22.69
25
19.32
25

Pgim India Hybrid Equity Fund

-14.96
22
-22.46
17
-9.86
23
17.23
15
13.79
16

Quant Absolute Fund

-14.66
20
-21.56
14
-5.98
6
18.27
21
14.24
18

Sbi Equity Hybrid Fund

-11.17
3
-19.50
5
-6.37
9
16.04
6
12.51
5

Tata Hybrid Equity Fund

-14.93
21
-21.61
16
-5.67
4
16.88
12
13.08
9

Uti Hybrid Equity Fund

-15.67
23
-24.42
22
-8.98
21
18.19
18
14.38
19

Lic Mf Equity Hybrid Fund

-13.10
14
-19.65
6
-6.53
10
15.57
4
12.07
4

Mirae Asset Hybrid Equity Fund

-13.08
13
-20.51
7
-6.78
12
16.45
7
12.60
6

Baroda Bnp Paribas Aggressive Hybrid Fund

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

0.45
8
0.20
9
0.43
12
0.51

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.23
18
0.12
18
0.32
20
0.50
-5.40
15 1.19 3
0.95
11
0.04
14
9.14
14
-0.03
10

Axis Equity Hybrid Fund

0.19
20
0.11
19
0.33
19
0.48
-5.35
14 1.10 9
0.96
4
0.03
15
8.78
15
-0.06
16

Franklin India Equity Hybrid Fund

0.40
11
0.19
11
0.44
10
0.50
-1.21
9 1.07 14
0.95
13
0.06
9
12.14
9
-0.05
13

Shriram Hybrid Equity Fund

0.19
19
0.11
20
0.35
18
0.47

Canara Robeco Equity Hybrid Fund

0.44
9
0.20
8
0.51
5
0.49
-0.36
6 0.99 18
0.98
2
0.07
8
13.45
7
-0.02
7

Dsp Equity & Bond Fund

0.25
17
0.13
17
0.37
17
0.49
-4.57
13 1.13 6
0.95
12
0.04
13
9.57
13
-0.08
19

Edelweiss Aggressive Hybrid Fund

0.45
7
0.21
7
0.47
7
0.50
-0.64
8 1.09 11
0.96
10
0.07
7
13.01
8
-0.01
5

Navi Equity Hybrid Fund

0.17
21
0.10
22
0.30
21
0.51
-6.40
18 1.16 4
0.96
7
0.03
17
8.63
16
-0.05
15

Hdfc Hybrid Equity Fund

0.47
6
0.22
5
0.48
6
0.49

Icici Prudential Equity & Debt Fund

0.67
2
0.32
3
0.61
3
0.48
4.37
2 1.14 5
0.86
18
0.11
2
15.79
2
0.02
3

Idbi Hybrid Equity Fund

0.30
15
0.15
15
0.42
13
0.49
-2.45
11 0.98 19
0.98
1
0.05
11
11.36
10
-0.03
9

Idfc Hybrid Equity Fund

0.35
13
0.17
13
0.40
15
0.50

Indiabulls Equity Hybrid Fund

0.26
16
0.14
16
0.37
16
0.49
-3.81
12 1.09 12
0.96
5
0.04
12
10.01
12
-0.05
12

Invesco India Equity & Bond Fund

0.14
23
0.08
23
0.29
23
0.50
-5.91
16 1.07 13
0.93
15
0.02
18
8.43
17
-0.07
17

Jm Equity Hybrid Fund

0.63
3
0.34
2
0.68
2
0.52
3.52
3 1.24 2
0.75
20
0.11
3
14.61
4
0.06
2

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.53
4
0.24
4
0.54
4
0.48
0.69
4 1.09 10
0.97
3
0.08
5
14.32
5
0.00
4

Nippon India Equity Hybrid Fund

0.10
24
0.08
24
0.20
25
0.50
-11.59
20 1.49 1
0.89
17
0.02
19
6.08
20
-0.08
20

Pgim India Hybrid Equity Fund

0.17
22
0.10
21
0.30
22
0.49
-6.02
17 1.12 8
0.92
16
0.03
16
8.42
18
-0.05
14

Quant Absolute Fund

1.21
1
0.54
1
0.95
1
0.48
14.26
1 1.13 7
0.78
19
0.20
1
24.44
1
0.17
1

Sbi Equity Hybrid Fund

0.32
14
0.16
14
0.41
14
0.50
-2.35
10 1.03 16
0.96
9
0.05
10
11.22
11
-0.05
11

Tata Hybrid Equity Fund

0.41
10
0.20
10
0.44
9
0.48
-0.41
7 0.95 20
0.96
8
0.07
6
14.09
6
-0.02
8

Uti Hybrid Equity Fund

0.48
5
0.22
6
0.46
8
0.50
0.04
5 1.05 15
0.96
6
0.08
4
14.85
3
-0.01
6

Lic Mf Equity Hybrid Fund

0.02
25
0.04
25
0.24
24
0.48
-7.02
19 1.00 17
0.94
14
0.00
20
6.72
19
-0.07
18

Mirae Asset Hybrid Equity Fund

0.38
12
0.18
12
0.43
11
0.50

Baroda Bnp Paribas Aggressive Hybrid Fund

Hdfc Hybrid Equity Fund Additional Return Analysis

Hdfc Hybrid Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 998.64 1008.79 996.10 1007.62 1056.39 1068.86 1550.82 1517.09
Direct Plan Value of 1000 Rupee 998.65 1008.93 996.70 1009.17 1059.88 1075.79 1580.74 1571.26
Fund Information
Fund Launch Date: 28/Feb/2005
Fund Category: Aggressive Hybrid Fund
Investment Objective: The investment objective of the Scheme is to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments. The Scheme will also invest in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Source: Fund FactSheet


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More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.