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HDFC Hybrid Equity Fund
Fund Overview
| AUM (Fund size) | ₹24,684 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 20 yrs 8 m since Feb 28, 2005 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.68% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| HDFC Hybrid Equity Fund | 0.56% | 2.09% | 5.7% | 11.84% | 15.36% | 10.95% |
| ICICI Prudential Equity & Debt Fund | 0.57% | 6.07% | 11.74% | 18.99% | 24.02% | 16.21% |
| Edelweiss Aggressive Hybrid Fund | 0.05% | 3.76% | 6.95% | 16.42% | 17.68% | 13.0% |
| UTI Aggressive Hybrid Fund | 1.44% | 3.22% | 5.18% | 16.16% | 18.2% | 12.7% |
| Mahindra Manulife Aggressive Hybrid Fund | 0.36% | 3.58% | 6.69% | 16.19% | 18.17% | 10.78% |
| Franklin India Aggressive Hybrid Fund | 0.34% | 2.61% | 4.87% | 14.09% | 15.2% | 11.85% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| HDFC Hybrid Equity Fund | 8.37 | 0.75 | 0.72 | 1.04 |
| ICICI Prudential Equity & Debt Fund | 8.97 | 0.76 | 1.31 | 2.10 |
| Edelweiss Aggressive Hybrid Fund | 9.66 | 0.86 | 1.03 | 1.49 |
| UTI Aggressive Hybrid Fund | 9.40 | 0.84 | 0.99 | 1.49 |
| Mahindra Manulife Aggressive Hybrid Fund | 10.00 | 0.89 | 0.97 | 1.56 |
| Franklin India Aggressive Hybrid Fund | 8.88 | 0.79 | 0.88 | 1.26 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| HDFC Hybrid Equity Fund | 24,684 Cr | 20 yrs 8 m | 1.68% |
| ICICI Prudential Equity & Debt Fund | 48,071 Cr | 26 yrs 2 m | 1.54% |
| Edelweiss Aggressive Hybrid Fund | 3,317 Cr | 16 yrs 3 m | 1.87% |
| UTI Aggressive Hybrid Fund | 6,596 Cr | 30 yrs 10 m | 1.86% |
| Mahindra Manulife Aggressive Hybrid Fund | 1,970 Cr | 6 yrs 4 m | 2.01% |
| Franklin India Aggressive Hybrid Fund | 2,355 Cr | 26 yrs | 2.04% |