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Asset Size:22761Cr
Expense Ratio:2.03%
Fund Manager(s):Rakesh Vyas,Chirag Setalvad,
5year Returns:15.34%

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HDFC Hybrid Eq Growth

Balanced Equity | Aggressive Allocation

Nav : 54.117 ( -0.53%) April 18th, 2019

People currently viewing this : 1

Rank (of 245)

3

Annualized Returns(5 yrs)

15.34%

Investment Horizon

>3 Yr

Doubled Money

4yrs 11m

Returns since September 11th, 2000

15.89%

Amount Invested

57.2L

Projected Wealth Gained

1.1Cr

Projected Maturity Amount

1.7Cr

Balanced Equity | Aggressive Allocation

Nav : 54.117 ( -0.53%) April 18th, 2019

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

Amount Invested

57.2L

Projected Wealth Gained

1.1Cr

Projected Maturity Amount

1.7Cr

Rank (of 245)

3

Annualized Returns(5 yrs)

15.34%

Investment Horizon

>3 Yr

Doubled Money

4yrs 11m

Returns since September 11th, 2000

15.89%

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
September 11th, 2000
Expense Ratio
2.03%
Fund Category Risk
Moderate
Std Dev (1Yr)
12.396
Std Dev (3Yr)
9.486
Std Dev (5Yr)
11.214
Asset Size
22761Cr
Investment Details
Investment Plan
Growth
Return since Launch
15.89 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
7.79694 %
Modified Duration
2.41
Contact Details
Phone No.
+91 22 66316333