HDFC Hybrid Equity Fund
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4–7 yearsInvestment Horizon
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Hdfc Hybrid Equity Fund Growth mixes stocks and bonds for balanced growth and stability.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation10.0%
Sharpe Ratio0.06
Beta0.96
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%
Exit Load1
Regulatory & Tax Information
INF179K01AS4
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)