HDFC Hybrid Equity Fund
NAV : ₹ 116.926 as of 09 December, 2024
3Y Returns
▲13.71%
Overview
Fund size
Min SIP
Lumpsum
Launch date
Fund plan
Scheme type
Rating by Value Research
Return Calculator
Over the past
Total Investment of ₹3,00,000
Would have become ₹3,31,646 (+9.54%)
Disclaimer: Past performance is not an indicator of future returns
Equity Holding(s) Distribution
Other Scheme Info
Inclusive of GST
Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
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HDFC Hybrid Equity Fund Managers
Chirag Setalvad
Jun 2014 - Present
Dhruv Muchhal
Sep 2023 - Present
List of HDFC Mutual Fund’s top performing schemes
Fund House
HDFC Mutual Fund
Total AUM: 607082.81Cr
HDFC Mutual Fund, managed by HDFC Asset Management Company Limited, was founded in 1999 through a collaboration between HDFC Limited and abrdn Investment Management Limited. Positioned as one of the largest mutual fund houses in India, it currently manages assets worth Rs. 5.56 lakh crore as of December 2023. The fund house transitioned to a publicly listed entity in August 2018.
Learn more about HDFC Mutual Fund
Kotak Securities Limited: AMFI-registered Mutual Fund Distributor
FAQ for HDFC Hybrid Equity Fund
How to start an SIP in HDFC Hybrid Equity Fund?
To start an SIP in HDFC Hybrid Equity Fund:
1. Login to the Kotak NEO App and tap Invest on the bottom navigation bar.
2. Under Other Investments, select Mutual Funds and search for HDFC Hybrid Equity Fund.
3. On the HDFC Hybrid Equity Fund details page, tap Invest Now.
4. Enter your investment amount under Monthly SIP, select your SIP date, and choose First Payment Now to complete the payment and initiate your SIP.
This simplified process helps you start your SIP quickly and efficiently.
How to invest in HDFC Hybrid Equity Fund?
To invest in HDFC Hybrid Equity Fund:
1. Login to the Kotak NEO App and tap Invest on the bottom navigation bar.
2. Under Other Investments, select Mutual Funds and search for HDFC Hybrid Equity Fund.
3. Open the scheme details and tap Invest Now.
4. Choose One-time Investment, enter the amount, accept the T&C, and click Proceed.
5. Complete the payment via your bank’s e-banking page.
Your order will be successfully placed upon payment confirmation.
How do I automate an SIP in HDFC Hybrid Equity Fund?
To automate an SIP in HDFC Hybrid Equity Fund, use the Auto-Invest feature on Kotak Securities. This allows you to set up automatic investments, SIPs in mutual funds at regular intervals. Once configured, your chosen amount will be invested in the HDFC Hybrid Equity Fund automatically, ensuring consistent contributions without manual intervention.
How can I withdraw/redeem my investment in HDFC Hybrid Equity Fund?
To withdraw or redeem your investment in HDFC Hybrid Equity Fund:
1. Login to the Kotak NEO App and access the Mutual Funds section.
2. Tap Reports on the bottom bar and select Manage SIP.
3. Find the HDFC Hybrid Equity Fund, tap the three dots, and select Stop SIP.
4. Confirm your action, and your SIP will be successfully stopped.
This streamlined process will help you redeem your investment quickly.
What is the NAV of HDFC Hybrid Equity Fund
NAV stands for net asset value, where the performance of a mutual fund is derived by its NAV per unit. NAV per unit is the market value of securities in a scheme, divided by the total number of units in the scheme on a given date.
The Net Asset Value of HDFC Hybrid Equity Fund is ₹116.93
What is the AUM of HDFC Hybrid Equity Fund?
AUM means ‘asset under management,’ which implies the cumulative sum of the market value of total securities held in a mutual fund scheme. MFs invest in Equities, Bonds & other such instruments. If you add the market value of all the investments made by the mutual fund along with any idle cash that it holds, the final tally is called AUM. It tells you how large or small a mutual fund is.
The AUM of HDFC Hybrid Equity Fund is ₹24,184.79 Cr.
What is the minimum SIP amount for HDFC Hybrid Equity Fund?
Every mutual fund scheme has a minimum SIP amount, which one may start with.
The minimum SIP amount of HDFC Hybrid Equity Fund is ₹100
What is the Expense Ratio of HDFC Hybrid Equity Fund?
As per SEBI Regulations, mutual funds are permitted to charge certain operating expenses for managing a mutual fund scheme. The total expense ratio is calculated as a percentage of the scheme’s NAV. It's deducted from the total revenue generated by a mutual fund before disbursing it to the investors.
The Expense Ratio of HDFC Hybrid Equity Fund is 1.68%
What is the Exit load of HDFC Hybrid Equity Fund?
It’s a fee charged by the mutual fund house if an investor fully or partially exits from an invested scheme within a stated period from the date of investment. The time period for which it applies varies with the type of fund. It's calculated from the date of investment, whether in SIP or lump sum form.
The Exit load of HDFC Hybrid Equity Fund is Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year..
