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HDFC Hybrid Equity Fund - IDCW Plan
Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)Very High Risk★★★★★ISIN INF179K01AQ8
NAV · 06-Jul-2026
₹15.3060
1M
+2.98%
6M
-8.36%
1Y (CAGR)
-10.31%
3Y (CAGR)
+0.87%
5Y (CAGR)
+2.37%
Since inception (CAGR)
-0.02%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
10.09%
Downside dev (3y)
8.55%
Max drawdown (3y)
-19.6%
Sharpe (3y)
-0.56
SIP XIRR (3y)
-3.81%
SIP XIRR (5y)
+0.02%
Calendar-year returns
2020 +8.4%2021 +16.9%2022 +1.2%2023 +10.1%2024 +6.4%2025 -0.3%
Fund facts
Fund managerAnupam Joshi · Srinivasan Ramamurthy · Dhruv Muchhal
AUM₹2,19,101 Cr
TER · AMFI officialDirect 1.13% · Regular 1.71% (2026-06-30)
Launch date28-Feb-2005
Plan typeOpen Ended · Hybrid
Min lumpsumRs.5000/-
Lock-inNone
Volatility11.55
AMCHDFC Asset Management Company Limited
Objective · 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.
scheme documents ↗