Insights of HDFC Hybrid Equity Fund

Mutual Fund

HDFC Hybrid Equity Fund is an open ended aggressive hybrid fund. Previously, this fund was named as HDFC Balanced Fund and HDFC Premier Multi Cap Fund. The investment objective of HDFC Hybrid Equity Fund is to generate income and capital by primarily investing in equity securities. Also, this fund also invests in money market and debt securities to maintain a diversified portfolio.

The launch date of HDFC Hybrid Equity Fund is September 11, 2000. There are 2 types of investment options of this fund are available – HDFC Hybrid Equity Fund regular growth scheme and HDFC Hybrid Equity Fund regular plan dividend scheme. If you redeem your fund units after 1 year from the allotment date, HDFC Hybrid Equity Fund exit load is nil.

HDFC Hybrid Equity Fund Facts

  • HDFC Hybrid Equity Fund allocate its portfolio up to 65% to 80% in equity stocks. Also, it invests 20% to maximum 35% of its portfolio in debt instruments. It may also can invest maximum of 35% of its assets in foreign securities. 
  • The companies in which HDFC Hybrid Equity Fund invests have a strong business model with solid financial strength and high growth aspect.
  • If you want to earn a regular income, you can easily invest in HDFC Hybrid Equity Fund regular plan dividend scheme.
  • But if you want to earn a high return, you can go for HDFC Hybrid Equity Fund growth scheme.
  • You can opt for HDFC Hybrid Equity mutual fund investment online to save time and yield a good amount of return.

Top 5 Sectors of HDFC Hybrid Equity Fund

S.No.

Holding Name

Net Assets (in %)

1

Miscellaneous

20.35

2

Bank – Private

17.61

3

Miscellaneous

7.76

4

IT – Software

6.9

5

Engineering – Construction

5.24

(as on date- 11/04/2019)

Top 10 Holdings of HDFC Hybrid Equity Fund

S.No.

Holding Name

Net Assets (in %)

1

HDFC Bank Ltd.

7.56

2

ICICI Bank Ltd.

4.8

3

Infosys Limited

4.62

4

Housing Development Fin. Corp. Ltd.$

3.99

5

ITC Ltd.

3.29

6

Larsen and Toubro Ltd.

3.12

7

Axis Bank Ltd.

2.56

8

Aurobindo Pharma Ltd.

2.54

9

Tata Sons Ltd.**

2.53

10

Reliance Industries Ltd.

2.36

(as on date- 11/04/2019)

HDFC Hybrid Equity Fund Details

Date of Inception- 11th September, 2000

Fund Manager- Mr. Chirag Setalvad, Mr. Amar Kulkundrikar

Benchmark- Nifty 50 Hybrid Composite Debt 65:35 Index

Riskometer- Moderately High

Return Since Launch- 15.88%

AUM- Rs. 22761.20 crore (as on 31st Mar, 2019)

HDFC Hybrid Equity Fund performance is shown in the below-mentioned table-

 

1-Year

3-Year

5-Year

10-Year

Fund

3.82

13.38

15.29

18.76

VR Balanced TRI

11.78

14.56

11.89

12.92

Category

2.62

11.92

12.96

14.73

Rank within Category

15

8

2

2

Number of funds in category

33

29

24

21

As on Apr 11, 2019

 

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