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HDFC Mutual Fund · Hybrid: Aggressive
HDFC Hybrid Equity Fund - Growth 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 achieved.
Mixed AssetBenchmark · NIFTY 50 Hybrid Composite Debt 65:35 IndexTER · 1.79%Inception · 01-04-2005
NAV
₹110.31
+0.52% · as of 14-05-2026
Since inception
14.40%
CAGR
Benchmark (inception)
11.90%
CAGR
Fund size
₹223 Cr
AUM
Expense ratio
1.79%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +14.40% CAGR vs benchmark +11.90%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.63%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.49%
RELIANCE INDUSTRIES LIMITED EQ4.55%
STATE BANK OF INDIA EQ NEW RE. 1/-3.86%
INFOSYS LIMITED EQ FV RS 52.98%
AXIS BANK LIMITED EQ NE FV RS. 2/-2.81%
Kotak Mahindra Bank Limited2.66%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.63%
7.34% Government of India2.63%
ITC LIMITED EQ NEW FV RE.1/-2.16%
Sector allocation
Financial Services24.09%
Healthcare6.02%
Automobile and Auto Components5.68%
Information Technology5.55%
Oil, Gas & Consumable Fuels5.34%
Construction4.54%
Fast Moving Consumer Goods4.28%
Services2.82%
Capital Goods2.30%
Telecommunication2.01%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.4% p.a.₹10,000
10 years
Projected value
₹26,85,741
Invested: ₹12,00,000
Gained: ₹14,85,741
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
A
Anupam Joshi, Srinivasan Ramamurthy
Manager since fund inception data not available
ISIN & identifiers
AMFI code
102948
ISIN (Growth)
INF179K01AS4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
quant Aggressive Hybrid Fund Gr Reg Plan
₹451.30
1Y
+10.5%
3Y
+14.8%
5Y
+13.9%
Bank of India Mid & Small Cap Equity & Debt Reg Gr
₹40.48
1Y
+9.5%
3Y
+20.2%
5Y
+17.5%
Bandhan Aggr Hyb Fund Reg Gr
₹26.46
1Y
+6.7%
3Y
+14.4%
5Y
+12.8%
HSBC Aggressive Hybrid Fund Reg Gr
₹55.96
1Y
+6.5%
3Y
+13.9%
5Y
+11.4%
Kotak Aggressive Hybrid Fund Reg Gr
₹62.78
1Y
+5.4%
3Y
+13.9%
5Y
+13.0%
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