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HDFC Mutual Fund · Hybrid: Aggressive
HDFC Hybrid Equity Fund - Growth Plan
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 achieved.
Mixed AssetBenchmark · NIFTY 50 Hybrid Composite Debt 65:35 IndexTER · 1.64%Inception · 01-04-2005
NAV
₹113.84
-0.58% · as of 14-07-2026
Since inception
14.44%
CAGR
Benchmark (inception)
11.92%
CAGR
Fund size
₹22,368 Cr
AUM
Expense ratio
1.64%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +14.44% CAGR vs benchmark +11.92%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.71%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.42%
RELIANCE INDUSTRIES LIMITED EQ4.46%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.23%
Kotak Mahindra Bank Limited3.07%
STATE BANK OF INDIA EQ NEW RE. 1/-2.86%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.70%
7.34% Government of India2.58%
INFOSYS LIMITED EQ FV RS 52.54%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.00%
Sector allocation
Financial Services24.72%
Healthcare6.64%
Automobile and Auto Components6.42%
Information Technology5.30%
Oil, Gas & Consumable Fuels5.27%
Construction4.63%
Fast Moving Consumer Goods3.63%
Consumer Services2.79%
Services2.69%
Capital Goods2.11%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.4% p.a.₹10,000
10 years
Projected value
₹26,92,327
Invested: ₹12,00,000
Gained: ₹14,92,327
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
A
Anupam Joshi, Arun Agarwal, Nandita Menezes, Srinivasan Ramamurthy, Mr. Anupam Joshi, Mr. Srinivasan Ramamurthy
Manager since fund inception data not available
ISIN & identifiers
AMFI code
102948
ISIN (Growth)
INF179K01AS4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
Quant Aggressive Hybrid Fund Gr Reg Plan
₹471.42
1Y
+11.1%
3Y
+14.3%
5Y
+13.2%
Bank Of India Mid & Small Cap Equity & Debt Reg Gr
₹42.06
1Y
+8.2%
3Y
+18.7%
5Y
+14.2%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.63
1Y
+6.6%
3Y
+13.8%
5Y
+11.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.47
1Y
+5.4%
3Y
+12.9%
5Y
+10.6%
Navi Aggressive Hybrid Reg Gr
₹21.83
1Y
+4.7%
3Y
+10.8%
5Y
+10.6%
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