+91 73377 40002

(Mon - Sat)

Asset Size:15747Cr
Expense Ratio:1.85%
Fund Manager(s):Rakesh Vyas,Chirag Setalvad,
5year Returns:-5.19%

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HDFC Hybrid Eq Dividend Payout

HDFC       

Balanced Equity
Aggressive Allocation

Nav : 10.011 ( 0.33%) July 3rd, 2020

People currently viewing this : 1

Rank (of 245)

16

Annualized Returns(5 yrs)

-5.19%

Investment Horizon

>3 Yr

Doubled Money

0yrs 0m

Returns since June 1st, 2018

-1.68%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

-1399961

Projected Maturity Amount

43.2L

HDFC     

Balanced Equity
Aggressive Allocation

Nav : 10.011 ( 0.33%) July 3rd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

-1399961

Projected Maturity Amount

43.2L

Rank (of 245)

16

Annualized Returns(5 yrs)

-5.19%

Investment Horizon

>3 Yr

Doubled Money

0yrs 0m

Returns since June 1st, 2018

-1.68%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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

Basic Details
Fund House
HDFC
Launch Date
June 1st, 2018
Expense Ratio
1.85%
Fund Category Risk
Moderate
Std Dev (1Yr)
25.186
Std Dev (3Yr)
19.756
Std Dev (5Yr)
Asset Size
15747Cr
Investment Details
Investment Plan
Growth
Return since Launch
-1.68 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
7.18568 %
Modified Duration
2.11
Contact Details
Phone No.
+91 22 66316333