HDFC Hybrid Equity Fund - Growth Plan

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)Very High Risk★★★★★ISIN INF179K01AS4

NAV · 06-Jul-2026

₹114.9590

+4.68%

-5.27%

1Y (CAGR)

-4.45%

3Y (CAGR)

+7.30%

5Y (CAGR)

+9.31%

Since inception (CAGR)

+9.81%

NAV history

hover for values

Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

9.46%

Downside dev (3y)

7.55%

Max drawdown (3y)

-12.8%

Sharpe (3y)

0.08

SIP XIRR (3y)

+2.87%

SIP XIRR (5y)

+7.05%

Calendar-year returns

2020 +13.4%2021 +25.7%2022 +8.9%2023 +17.8%2024 +12.9%2025 +5.9%

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 ↗