HDFC Hybrid Equity Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation9.9%
Sharpe Ratio-0.09
Beta0.94
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services8.63%
HDFC Bank LtdFinancial Services7.51%
Bharti Airtel LtdServices4.55%
Reliance Industries LtdEnergy & Infra4.27%
State Bank of IndiaFinancial Services3.72%
Infosys LtdTechnology3.42%
Larsen & Toubro LtdCapital Goods3.36%
ITC LtdConsumers3.20%
7.34% Govt Stock 2064Utilities2.61%
7.09% Govt Stock 2054Utilities2.53%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.69%
Regulatory & Tax Information
INF179K01AQ8
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)