AJ
Anupam JoshiLead
Since Oct 2022
AUM managed
₹1,65,939.77Cr
Tenure
Since Oct 2022
Funds
28
HDFC Hybrid Eq Gr
Aggressive Hybrid FundHDFC Mutual Fund
NAV
₹110.58
+0.97% today
AUM
₹22,296.62 Cr
Fund size
Expense
1.71%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹100
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#29 of 29
Risk-o-meterVery High Risk
BenchmarkNifty 50 TR INR (65%) + Nifty Composite Debt Index TR INR (35%)
Number of holdings56
Inception11 Sept 2000
Exit load1.0
Risk metrics
Alpha-2.97
Beta1.03
Sharpe ratio0.11
Standard deviation10.61%
Sortino ratio0.14
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
DM
Since Jun 2023
AUM managed
₹8,70,110.89Cr
Tenure
Since Jun 2023
Funds
48
ID
Since Sep 2026
AUM managed
₹1,44,524.85Cr
Tenure
Since Sep 2026
Funds
5
About HDFC Hybrid Eq Gr
HDFC Hybrid Eq Gr is an open-ended Aggressive Hybrid Fund mutual fund scheme offered by HDFC Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹110.58 per unit and the scheme manages ₹22,296.62 Cr in assets under management. The fund charges an expense ratio of 1.71% and is benchmarked against Nifty 50 TR INR (65%) + Nifty Composite Debt Index TR INR (35%). Over the trailing 5 years, HDFC Hybrid Eq Gr has delivered +6.32% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
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.
Regular Plan · Growth option · NAV as of 15 Oct 2026
HDFC Hybrid Eq Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.78% | -2.82% |
| 3 months | -3.09% | -2.90% |
| 6 months | -2.25% | +1.15% |
| 1 year | -7.11% | -1.94% |
| 3 years | +5.08% | +9.21% |
| 5 years | +6.32% | +7.99% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -4.36% |
| 3 months | +4.29% | -1.91% |
| 6 months | -2.78% | +7.69% |
| 1 year | -1.37% | -0.02% |
| 3 years | +22.50% | +28.43% |
| 5 years | +53.93% | +46.61% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
HDFC Hybrid Eq Gr — frequently asked questions
What is the NAV of HDFC Hybrid Eq Gr?
The latest net asset value (NAV) of HDFC Hybrid Eq Gr is ₹110.58 per unit, +0.97% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has HDFC Hybrid Eq Gr delivered?
HDFC Hybrid Eq Gr has returned +6.32% over the trailing 5 years (1 year: -7.11%, 3 years: +5.08%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of HDFC Hybrid Eq Gr?
HDFC Hybrid Eq Gr charges an expense ratio of 1.71% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is HDFC Hybrid Eq Gr?
SEBI's riskometer classifies HDFC Hybrid Eq Gr as Very High Risk, which is typical for a Aggressive Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in HDFC Hybrid Eq Gr?
You can start a SIP in HDFC Hybrid Eq Gr from ₹100 per month, and the minimum lumpsum investment is ₹100.
Who manages HDFC Hybrid Eq Gr?
HDFC Hybrid Eq Gr is managed by HDFC Mutual Fund, holds ₹22,296.62 Cr in assets under management and invests across 56 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- HDFC Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Aggressive Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF179K01AS4
- Scheme code
- FSGBR071TP