HDFC Hybrid Equity Fund

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Value Research Rating

3 star

Analyst’s Choice




Very High

₹106.7820 0.32%

As on 17-May-2024


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Calculate SIP Returns of HDFC Hybrid Equity Fund

Upfront Investment

Monthly SIP Amount

Investment Duration


Risk info

This fund has Very High risk.

Low to Moderate
Moderately High
Very High

As per SEBI's Riskometer.

Portfolio of HDFC Hybrid Equity Fund

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of HDFC Hybrid Equity Fund

Assets info

₹23,113 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)


Min. Withdrawal (₹)


Min. SIP Investment (₹)


Min. No of Cheques


Investment Strategy

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


When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.

Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for HDFC Hybrid Equity Fund

HDFC Hybrid Equity Fund invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.

Mutual funds can be bought directly from the website of the fund house. For instance, HDFC Hybrid Equity Fund fund can be purchased from the website of HDFC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of HDFC Hybrid Equity Fund is ₹106.7820 as of 21-May-2024.

The AUM of HDFC Hybrid Equity Fund Fund is ₹23,113 Cr as of 30-Apr-2024

The riskometer level of HDFC Hybrid Equity Fund is Very High. See More

Company Percentage of Portfolio

National Bank For Agriculture & Rural Development SR 23H Debenture 7.58 31/07/2026


HDFC Bank Ltd SR US006 Debenture 7.75 13/06/2033


LIC Housing Finance Ltd Debenture 7.70 16/05/2028


HDFC Bank Ltd SR AB002 Debenture 7.97 17/02/2033


National Bank For Financing Infrastructure And Development SR NABFID.43 Debenture 16/06/2033

See More

As of 30-Apr-2024, HDFC Hybrid Equity Fund had invested 69.93% in Equity, 27.86% in Debt, 1.25% in Cash & Cash Eq. and 0.96% in Real Estate See More

HDFC Hybrid Equity Fund is 23 years 8 months old. It has delivered 15.54% returns since inception. See More

Since Inception

No, There is no lock in period in HDFC Hybrid Equity Fund.

The expense ratio of HDFC Hybrid Equity Fund is 1.70.

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