HDFC Hybrid Eq Direct Plan
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
Suitability
This product is suitable for investors who are seeking
• capital appreciation over long term.
• investment predominantly in equity and equity related instruments of Mid Cap and Large Cap 'blue chip' companies
Fund Info
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 22761.2
Expense Ratio
1.38%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 342291
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
8
ICICI Bank Ltd
Equity
5
Infosys Ltd
Equity
5
Housing Development Finance Corp Ltd
Equity
4
ITC Ltd
Equity
3
Larsen & Toubro Ltd
Equity
3
Axis Bank Ltd
Equity
3
Aurobindo Pharma Ltd
Equity
3
Tata Sons Limited
Bond - Corporate Bond
3
Reliance Industries Ltd
Equity
2
Asset Allocation(%)
Equity
70
Bond - Corporate Bond
20
Bond - Gov't Treasury
8
Cash
1
Mutual Fund - ETF
1
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
21
Bond - Corporate Bond
20
Bond - Gov't Treasury
8
Information Technology Services
7
Oil & Gas Refining & Marketing
5
HDFC Mutual Fund
AUM
₹3,42,291 Cr
About
Launched in December 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.##HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.
Email
cliser@hdfcfund.com
Phone
1800 3010 6767
Address
2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
HDFC Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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