+91 73377 40002

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Asset Size:16132Cr
Expense Ratio:1.81%
Fund Manager(s):Rakesh Vyas,Chirag Setalvad,
5year Returns:9.61%

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HDFC Hybrid Eq Growth

HDFC       

Balanced Equity
Aggressive Allocation

Nav : 59.666 ( -0.08%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

16

Annualized Returns(5 yrs)

9.61%

Investment Horizon

>3 Yr

Doubled Money

7yrs 6m

Returns since September 11th, 2000

15.08%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

51.1L

Projected Maturity Amount

1.1Cr

HDFC     

Balanced Equity
Aggressive Allocation

Nav : 59.666 ( -0.08%) December 2nd, 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

51.1L

Projected Maturity Amount

1.1Cr

Rank (of 245)

16

Annualized Returns(5 yrs)

9.61%

Investment Horizon

>3 Yr

Doubled Money

7yrs 6m

Returns since September 11th, 2000

15.08%

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
1.81%
Fund Category Risk
Moderate
Std Dev (1Yr)
27.896
Std Dev (3Yr)
17.758
Std Dev (5Yr)
16.553
Asset Size
16132Cr
Investment Details
Investment Plan
Growth
Return since Launch
15.08 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Phone No.
+91 22 66316333