Hdfc Hybrid Equity Fund Overview
Category	Aggressive Hybrid Fund
BMSMONEY Rank	18
BMSMONEY Rating
Gro. Opt.	As On:	26-07-2024
NAV	₹115.28_(R)		+0.91%	₹124.18_(D)	+0.91%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	21.83%	15.68%	16.94%	11.61%	11.56%
LumpSum_(D)	22.61%	16.43%	17.68%	12.37%	12.3%
SIP_(R)	29.1%	19.65%	18.85%	15.92%	13.7%
SIP_(D)	29.93%	20.4%	19.6%	16.65%	14.42%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	-	-	-	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	-%	-%	-%	-	-%

Top Aggressive Hybrid Fund
Fund Name	Rank	Rating
JM Equity Hybrid Fund	1
ICICI Prudential Equity & Debt Fund	2
Quant Absolute Fund	3
Edelweiss Aggressive Hybrid Fund	4
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	5
UTI Hybrid Equity Fund	6

NAV Date: 26-07-2024

Scheme Name	NAV	Rupee Change	Percent Change
HDFC Hybrid Equity Fund - IDCW Plan	17.34	0.1500	0.9000%
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan	19.63	0.1800	0.9000%
HDFC Hybrid Equity Fund - Growth Plan	115.28	1.0300	0.9100%
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	124.18	1.1200	0.9100%

Review Date: 26-07-2024

HDFC Hybrid Equity Fund has shown poor performance in the Aggressive Hybrid Fund category. The fund has rank of 18 out of 26 funds in the category. The fund has delivered return of 21.83% in 1 year, 15.68% in 3 years, 16.94% in 5 years and 11.56% in 10 years. The category average for the same periods is 31.06%, 16.56%, 18.04% and 13.31% respectively, which shows average return performance of fund in the category. The fund has high risk in the category.

Key Points:

An investment of ₹10,000 in HDFC Hybrid Equity Fund direct growth option would have grown to ₹12261.0 in 1 year, ₹15782.0 in 3 years and ₹22571.0 in 5 years as of today (26-07-2024).
An SIP of ₹1,000 per month in HDFC Hybrid Equity Fund direct growth option would have grown to ₹13861.0 in 1 year, ₹48544.0 in 3 years and ₹97742.0 in 5 years as of today (26-07-2024).

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	2.30	3.17	1.15 \| 4.58	23 \| 27	Poor
3M Return %	8.11	9.59	6.80 \| 14.01	20 \| 27	Average
6M Return %	12.98	16.28	12.30 \| 22.91	26 \| 27	Poor
1Y Return %	21.83	31.06	19.59 \| 53.05	26 \| 27	Poor
3Y Return %	15.68	16.56	9.87 \| 25.61	13 \| 26	Good
5Y Return %	16.94	18.04	13.23 \| 28.47	12 \| 25	Good
7Y Return %	11.61	13.36	9.50 \| 19.90	13 \| 20	Average
10Y Return %	11.56	13.31	9.78 \| 17.51	12 \| 15	Average
15Y Return %	12.35	13.50	9.39 \| 17.02	11 \| 12	Poor
1Y SIP Return %	29.10	37.80	26.37 \| 58.84	26 \| 27	Poor
3Y SIP Return %	19.65	22.63	15.93 \| 36.16	21 \| 26	Average
5Y SIP Return %	18.85	20.12	14.22 \| 29.95	12 \| 25	Good
7Y SIP Return %	15.92	17.38	12.31 \| 24.44	12 \| 20	Average
10Y SIP Return %	13.70	14.98	11.57 \| 20.62	10 \| 15	Average
15Y SIP Return %	12.59	14.27	10.41 \| 17.84	11 \| 12	Poor

_{Return data last Updated On :
July 26, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

April 30, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	2.36	3.27	1.28 \| 4.70	23 \| 27
3M Return %	8.28	9.91	7.20 \| 14.37	21 \| 27
6M Return %	13.35	16.98	13.18 \| 24.03	26 \| 27
1Y Return %	22.61	32.66	21.53 \| 55.59	26 \| 27
3Y Return %	16.43	17.96	11.67 \| 27.11	16 \| 26
5Y Return %	17.68	19.45	14.76 \| 29.68	15 \| 25
7Y Return %	12.37	14.60	10.80 \| 21.08	16 \| 20
10Y Return %	12.30	14.39	10.98 \| 18.35	13 \| 15
1Y SIP Return %	29.93	39.48	28.40 \| 61.63	26 \| 27
3Y SIP Return %	20.40	24.05	17.76 \| 37.94	23 \| 26
5Y SIP Return %	19.60	21.52	16.05 \| 31.40	14 \| 25
7Y SIP Return %	16.65	18.60	14.07 \| 25.78	13 \| 20
10Y SIP Return %	14.42	16.06	12.78 \| 21.66	10 \| 15

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	0.91	₹ 10,091.00	0.91	₹ 10,091.00
1W	0.88	₹ 10,088.00	0.89	₹ 10,089.00
1M	2.30	₹ 10,230.00	2.36	₹ 10,236.00
3M	8.11	₹ 10,811.00	8.28	₹ 10,828.00
6M	12.98	₹ 11,298.00	13.35	₹ 11,335.00
1Y	21.83	₹ 12,183.00	22.61	₹ 12,261.00
3Y	15.68	₹ 15,480.00	16.43	₹ 15,782.00
5Y	16.94	₹ 21,866.00	17.68	₹ 22,571.00
7Y	11.61	₹ 21,572.00	12.37	₹ 22,628.00
10Y	11.56	₹ 29,859.00	12.30	₹ 31,904.00
15Y	12.35	₹ 57,350.00		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	29.10	₹ 13,810.73	29.93	₹ 13,860.76
3Y	₹ 36000	19.65	₹ 48,036.20	20.40	₹ 48,543.88
5Y	₹ 60000	18.85	₹ 95,974.92	19.60	₹ 97,742.40
7Y	₹ 84000	15.92	₹ 148,179.19	16.65	₹ 152,090.32
10Y	₹ 120000	13.70	₹ 245,419.20	14.42	₹ 255,080.64
15Y	₹ 180000	12.59	₹ 500,897.88		₹

Date	NAV Regular Growth	NAV Direct Growth
26-07-2024	115.279	124.18
25-07-2024	114.245	123.064
24-07-2024	114.23	123.046
23-07-2024	114.123	122.928
22-07-2024	114.271	123.085
19-07-2024	114.312	123.122
18-07-2024	115.275	124.158
16-07-2024	114.995	123.852
15-07-2024	114.842	123.684
12-07-2024	114.474	123.282
11-07-2024	114.119	122.897
10-07-2024	114.074	122.847
09-07-2024	114.295	123.083
08-07-2024	113.935	122.692
05-07-2024	113.761	122.498
04-07-2024	113.698	122.428
03-07-2024	113.543	122.259
02-07-2024	112.922	121.588
01-07-2024	113.092	121.769
28-06-2024	112.512	121.138
27-06-2024	112.743	121.384
26-06-2024	112.682	121.317

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}

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

Hdfc Hybrid Equity Fund

Hdfc Hybrid Equity Fund NAV

Hdfc Hybrid Equity Fund Review

Hdfc Hybrid Equity Fund Performance Comparison with Peers (Regular Plan Chart)

Hdfc Hybrid Equity Fund Review Dashboard (Regular Plan)

Hdfc Hybrid Equity Fund Review Dashboard (Direct Plan)

Hdfc Hybrid Equity Fund Lumpsum Returns and Investment Value

Hdfc Hybrid Equity Fund SIP Return and Investment Value

Hdfc Hybrid Equity Fund NAV History

Hdfc Hybrid Equity Fund Information