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Scheme Information
HDFC Hybrid Eq Gr
as of 30 Apr 2026, 08:26 AM
Scheme Asset Size₹21286.37 Cr
Expense Ratio1.71%
Cash Holding2.40058%
Fund TypeOpen-End
PlanGrowth
BenchmarkNifty 50 TR INR
Launch Date2000-09-11
Exit LoadExit load of 1.00% for investments if redeemed within 1 Years
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
3
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 3.75%
In the last 3 months -4.59%
In the last 6 months -7.45%
In the last 1 Years -2.81%
In the last 3 Years 0.28%
In the last 5 Years 0.64%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial Services | E | 6.63% |
| HDFC Bank Ltd | Financial Services | E | 6.49% |
| Reliance Industries Ltd | Energy | E | 4.55% |
| State Bank of India | Financial Services | E | 3.86% |
| Infosys Ltd | Technology | E | 2.98% |
| Axis Bank Ltd | Financial Services | E | 2.81% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 2.66% |
| Larsen & Toubro Ltd | Industrials | E | 2.63% |
| 7.34% Govt Stock 2064 | - | BT | 2.63% |
| ITC Ltd | Consumer Defensive | E | 2.16% |
| Bharti Airtel Ltd | Communication Services | E | 2.01% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 1.73% |
| Bajaj Finance Limited | - | B | 1.66% |
| HDFC Nifty 50 ETF | - | FE | 1.52% |
| Eris Lifesciences Ltd Registered Shs | Healthcare | E | 1.50% |
| NTPC Ltd | Utilities | E | 1.48% |
| Divi's Laboratories Ltd | Healthcare | E | 1.40% |
| Zensar Technologies Ltd | Technology | E | 1.35% |
| Redington Ltd | Technology | E | 1.32% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | E | 1.23% |
| Tata Consultancy Services Ltd | Technology | E | 1.22% |
| CPSE ETF | - | FE | 1.17% |
| HDFC Bank Limited | - | B | 1.17% |
| Hyundai Motor India Ltd | Consumer Cyclical | E | 1.04% |
| Alkem Laboratories Ltd | Healthcare | E | 1.00% |
| Havells India Ltd | Industrials | E | 0.98% |
| HDFC Life Insurance Co Ltd | Financial Services | E | 0.97% |
| HDFC Bank Limited | - | B | 0.95% |
| State Bank Of India | - | B | 0.93% |
| InterGlobe Aviation Ltd | Industrials | E | 0.93% |
| National Bank For Financing Infrastructure And Development | - | B | 0.93% |
| SKF India (Industrial) Ltd | Industrials | E | 0.92% |
| Eternal Ltd | Consumer Cyclical | E | 0.91% |
| United Spirits Ltd | Consumer Defensive | E | 0.89% |
| KEC International Ltd | Industrials | E | 0.83% |
| Bajaj Auto Ltd | Consumer Cyclical | E | 0.83% |
| Hindustan Petroleum Corp Ltd | Energy | E | 0.79% |
| Brookfield India Real Estate Trust | Real Estate | ER | 0.76% |
| JK Tyre & Industries Ltd | Consumer Cyclical | E | 0.75% |
| The Tata Power Company Limited | - | B | 0.73% |
| L&T Finance Limited | - | B | 0.70% |
| Ramco Cements Ltd | Basic Materials | E | 0.69% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.67% |
| SKF India Ltd | Industrials | E | 0.66% |
| Godrej Consumer Products Ltd | Consumer Defensive | E | 0.65% |
| Balkrishna Industries Ltd | Consumer Cyclical | E | 0.64% |
| Vardhman Textiles Ltd | Consumer Cyclical | E | 0.61% |
| Hdb Financial Services Limited | - | B | 0.61% |
| Dabur India Ltd | Consumer Defensive | E | 0.58% |
| Blue Dart Express Ltd | Industrials | E | 0.57% |
| Muthoot Finance Limited | - | B | 0.57% |
| 6.9% Govt Stock 2065 | - | BT | 0.56% |
| PNC Infratech Ltd | Industrials | E | 0.55% |
| Chalet Hotels Ltd | Consumer Cyclical | E | 0.53% |
| Kalpataru Projects International Ltd | Industrials | E | 0.53% |
| Metropolis Healthcare Ltd | Healthcare | E | 0.50% |
| Mahindra Holidays & Resorts India Ltd | Consumer Cyclical | E | 0.48% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.48% |
| Power Grid Corporation Of India Limited | - | B | 0.47% |
| Can Fin Homes Limited | - | B | 0.47% |
| HDFC Bank Limited | - | B | 0.47% |
| Mahanagar Telephone Nigam Limited | - | B | 0.47% |
| Power Finance Corporation Limited | - | B | 0.47% |
| Indian Railway Finance Corporation Limited | - | B | 0.45% |
| GMM Pfaudler Ltd | Industrials | E | 0.45% |
| National Bank For Agriculture And Rural Development | - | B | 0.44% |
| 6.98% Govt Stock 2054 | - | BT | 0.44% |
| 7.64% Gujarat Sgs 2033 | - | BT | 0.40% |
| JSW Dulux Ltd | Basic Materials | E | 0.40% |
| Gland Pharma Ltd | Healthcare | E | 0.39% |
| CIE Automotive India Ltd | Consumer Cyclical | E | 0.38% |
| Sharda Cropchem Ltd | Basic Materials | E | 0.38% |
| Kotak Mahindra Investments Limited | - | B | 0.35% |
| State Bank Of India | - | B | 0.35% |
| Bajaj Finance Limited | - | B | 0.35% |
| 7.64% Gujarat Sgs 2034 | - | BT | 0.33% |
| Power Grid Corporation Of India Limited | - | B | 0.33% |
| 7.68% Jharkhand Sgs 2032 | - | BT | 0.33% |
| MM Forgings Ltd | Industrials | E | 0.31% |
| Indian Railway Finance Corporation Limited | - | B | 0.28% |
| Power Finance Corporation Limited | - | B | 0.28% |
| Finolex Cables Ltd | Industrials | E | 0.27% |
| POWERGRID Infrastructure Investment Trust Units | Utilities | E | 0.25% |
| 7.67% Chhattisgarh Sgs 2031 | - | BT | 0.24% |
| Muthoot Finance Limited | - | B | 0.24% |
| 7.68% Chhattisgarh Sgs 2032 | - | BT | 0.24% |
| 7.63% Gujarat Sgs 2034 | - | BT | 0.24% |
| Indian Railway Finance Corporation Limited | - | B | 0.24% |
| Indian Railway Finance Corporation Limited | - | B | 0.23% |
| Bihar State Development Loans | - | BT | 0.23% |
| Rec Limited | - | B | 0.23% |
| Small Industries Development Bank Of India | - | B | 0.23% |
| Power Finance Corporation Limited | - | B | 0.23% |
| Small Industries Development Bank Of India | - | B | 0.23% |
| Bajaj Finance Limited | - | B | 0.23% |
| State Bank Of India | - | B | 0.23% |
| Power Finance Corporation Limited | - | B | 0.23% |
| Indian Railway Finance Corporation Limited | - | B | 0.23% |
| Indian Railway Finance Corporation Limited | - | B | 0.12% |
| LIC Housing Finance Ltd | - | B | 0.12% |
| Small Industries Development Bank Of India | - | B | 0.12% |
| National Bank For Agriculture And Rural Development | - | B | 0.12% |
| National Bank For Agriculture And Rural Development | - | B | 0.12% |
| Kotak Mahindra Investments Limited | - | B | 0.12% |
| Nuclear Power Corporation Of India Limited | - | B | 0.12% |
| Rec Limited | - | B | 0.12% |
| Indian Oil Corporation Limited | - | B | 0.12% |
| Power Finance Corporation Limited | - | B | 0.12% |
| Jio Credit Limited | - | B | 0.12% |
| Bihar State Development Loans | - | BT | 0.12% |
| Haryana (State Of) 7.73% | - | DS | 0.11% |
| 7.09% Andhra Sgs 2035 | - | BT | 0.11% |
| National Bank For Financing Infrastructure And Development | - | B | 0.11% |
| 7.08% Maharashtra Sgs 2039 | - | BT | 0.11% |
| 6.88% Andhra Sgs 2040 | - | BT | 0.11% |
| 7.66% Rajasthan Sgs 2031 | - | BT | 0.09% |
| Haryana State Development Loans | - | BT | 0.09% |
| 8.13% Govt Stock 2045 | - | BT | 0.07% |
| Power Finance Corporation Limited | - | B | 0.07% |
| 7.1% Govt Stock 2028 | - | BT | 0.07% |
| Rec Limited | - | B | 0.07% |
| Jagran Prakashan Ltd | Communication Services | E | 0.07% |
| State Bank Of India | - | B | 0.07% |
| LIC Housing Finance Ltd | - | B | 0.06% |
| 6.52% Govt Stock 2031 | - | BT | 0.05% |
| 7.63% Gujarat Sgs 2033 | - | BT | 0.05% |
| Madhya Pradesh (Government of) 7.72% | - | DS | 0.05% |
| Power Finance Corporation Limited | - | B | 0.04% |
| Treps - Tri-Party Repo | - | CR | 1.34% |
| Net Current Assets | - | C | 0.94% |
| Axis Bank Limited | - | CD | - |
| Bihar (Government of) 7.72% | - | DS | - |
| Haryana (State Of) 7.67% | - | DS | - |
| Goi Floating Rate Bond 2033 | - | BT | - |
| 7.24% Gs 2055 | - | BT | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
72.19%
Debt
25.41%
Cash
2.4%
Equity sector allocation
Loading chart…
Basic Materials
1.57%
Communication Services
2.15%
Consumer Cyclical
8.08%
Consumer Defensive
4.37%
Energy
5.87%
Financial Services
23.99%
Healthcare
6.07%
Industrials
10.04%
Real Estate
0.76%
Technology
7%
Utilities
2.3%
Others
27.8%
Fund House Contact Details
Websitewww.hdfcfund.com
Phone+91 22 66316333
HDFC Asset Management Co Ltd
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.46%
25.15%
3Y Returns
+25.15%
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.46%
25.15%
3Y Returns
+25.14%
SBI Children's Bnf - IP Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.46%
25.15%
3Y Returns
+23.76%
About HDFC Hybrid Eq Gr
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+10.39%
Fund Manager
Anupam Joshi
Risk Profile
Very High Risk
Expense Ratio
1.71%
Fund Size
₹21286.37 Cr
FAQ's
What has been the returns generated by HDFC Hybrid Eq Gr over different time periods?
The HDFC Hybrid Eq Gr has given returns
1-Year
-2.81
3-Year
8.53
5-Year
10.39
What is the expense ratio of HDFC Hybrid Eq Gr?
The expense ratio of HDFC Hybrid Eq Gr is 1.71%.
What is the AUM (Assets Under Management) of HDFC Hybrid Eq Gr?
The AUM, short for Assets Under Management of HDFC Hybrid Eq Gr is ₹21286.37 Cr as of 21 May 8715.
What are the top stock holdings of HDFC Hybrid Eq Gr?
The HDFC Hybrid Eq Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| ICICI Bank Ltd | 6.63% |
| HDFC Bank Ltd | 6.49% |
| Reliance Industries Ltd | 4.55% |
| State Bank of India | 3.86% |
| Infosys Ltd | 2.98% |
| Axis Bank Ltd | 2.81% |
| Kotak Mahindra Bank Ltd | 2.66% |
| Larsen & Toubro Ltd | 2.63% |
| 7.34% Govt Stock 2064 | 2.63% |
| ITC Ltd | 2.16% |
| Bharti Airtel Ltd | 2.01% |
| Maruti Suzuki India Ltd | 1.73% |
| Bajaj Finance Limited | 1.66% |
| HDFC Nifty 50 ETF | 1.52% |
| Eris Lifesciences Ltd Registered Shs | 1.50% |
| NTPC Ltd | 1.48% |
| Divi's Laboratories Ltd | 1.40% |
| Zensar Technologies Ltd | 1.35% |
| Redington Ltd | 1.32% |
| Krishna Institute of Medical Sciences Ltd | 1.23% |
| Tata Consultancy Services Ltd | 1.22% |
| CPSE ETF | 1.17% |
| HDFC Bank Limited | 1.17% |
| Hyundai Motor India Ltd | 1.04% |
| Alkem Laboratories Ltd | 1.00% |
| Havells India Ltd | 0.98% |
| HDFC Life Insurance Co Ltd | 0.97% |
| HDFC Bank Limited | 0.95% |
| State Bank Of India | 0.93% |
| InterGlobe Aviation Ltd | 0.93% |
| National Bank For Financing Infrastructure And Development | 0.93% |
| SKF India (Industrial) Ltd | 0.92% |
| Eternal Ltd | 0.91% |
| United Spirits Ltd | 0.89% |
| KEC International Ltd | 0.83% |
| Bajaj Auto Ltd | 0.83% |
| Hindustan Petroleum Corp Ltd | 0.79% |
| Brookfield India Real Estate Trust | 0.76% |
| JK Tyre & Industries Ltd | 0.75% |
| The Tata Power Company Limited | 0.73% |
| L&T Finance Limited | 0.70% |
| Ramco Cements Ltd | 0.69% |
| Cholamandalam Investment And Finance Company Limited | 0.67% |
| SKF India Ltd | 0.66% |
| Godrej Consumer Products Ltd | 0.65% |
| Balkrishna Industries Ltd | 0.64% |
| Vardhman Textiles Ltd | 0.61% |
| Hdb Financial Services Limited | 0.61% |
| Dabur India Ltd | 0.58% |
| Blue Dart Express Ltd | 0.57% |
| Muthoot Finance Limited | 0.57% |
| 6.9% Govt Stock 2065 | 0.56% |
| PNC Infratech Ltd | 0.55% |
| Chalet Hotels Ltd | 0.53% |
| Kalpataru Projects International Ltd | 0.53% |
| Metropolis Healthcare Ltd | 0.50% |
| Mahindra Holidays & Resorts India Ltd | 0.48% |
| Cholamandalam Investment And Finance Company Limited | 0.48% |
| Power Grid Corporation Of India Limited | 0.47% |
| Can Fin Homes Limited | 0.47% |
| HDFC Bank Limited | 0.47% |
| Mahanagar Telephone Nigam Limited | 0.47% |
| Power Finance Corporation Limited | 0.47% |
| Indian Railway Finance Corporation Limited | 0.45% |
| GMM Pfaudler Ltd | 0.45% |
| National Bank For Agriculture And Rural Development | 0.44% |
| 6.98% Govt Stock 2054 | 0.44% |
| 7.64% Gujarat Sgs 2033 | 0.40% |
| JSW Dulux Ltd | 0.40% |
| Gland Pharma Ltd | 0.39% |
| CIE Automotive India Ltd | 0.38% |
| Sharda Cropchem Ltd | 0.38% |
| Kotak Mahindra Investments Limited | 0.35% |
| State Bank Of India | 0.35% |
| Bajaj Finance Limited | 0.35% |
| 7.64% Gujarat Sgs 2034 | 0.33% |
| Power Grid Corporation Of India Limited | 0.33% |
| 7.68% Jharkhand Sgs 2032 | 0.33% |
| MM Forgings Ltd | 0.31% |
| Indian Railway Finance Corporation Limited | 0.28% |
| Power Finance Corporation Limited | 0.28% |
| Finolex Cables Ltd | 0.27% |
| POWERGRID Infrastructure Investment Trust Units | 0.25% |
| 7.67% Chhattisgarh Sgs 2031 | 0.24% |
| Muthoot Finance Limited | 0.24% |
| 7.68% Chhattisgarh Sgs 2032 | 0.24% |
| 7.63% Gujarat Sgs 2034 | 0.24% |
| Indian Railway Finance Corporation Limited | 0.24% |
| Indian Railway Finance Corporation Limited | 0.23% |
| Bihar State Development Loans | 0.23% |
| Rec Limited | 0.23% |
| Small Industries Development Bank Of India | 0.23% |
| Power Finance Corporation Limited | 0.23% |
| Small Industries Development Bank Of India | 0.23% |
| Bajaj Finance Limited | 0.23% |
| State Bank Of India | 0.23% |
| Power Finance Corporation Limited | 0.23% |
| Indian Railway Finance Corporation Limited | 0.23% |
| Indian Railway Finance Corporation Limited | 0.12% |
| LIC Housing Finance Ltd | 0.12% |
| Small Industries Development Bank Of India | 0.12% |
| National Bank For Agriculture And Rural Development | 0.12% |
| National Bank For Agriculture And Rural Development | 0.12% |
| Kotak Mahindra Investments Limited | 0.12% |
| Nuclear Power Corporation Of India Limited | 0.12% |
| Rec Limited | 0.12% |
| Indian Oil Corporation Limited | 0.12% |
| Power Finance Corporation Limited | 0.12% |
| Jio Credit Limited | 0.12% |
| Bihar State Development Loans | 0.12% |
| Haryana (State Of) 7.73% | 0.11% |
| 7.09% Andhra Sgs 2035 | 0.11% |
| National Bank For Financing Infrastructure And Development | 0.11% |
| 7.08% Maharashtra Sgs 2039 | 0.11% |
| 6.88% Andhra Sgs 2040 | 0.11% |
| 7.66% Rajasthan Sgs 2031 | 0.09% |
| Haryana State Development Loans | 0.09% |
| 8.13% Govt Stock 2045 | 0.07% |
| Power Finance Corporation Limited | 0.07% |
| 7.1% Govt Stock 2028 | 0.07% |
| Rec Limited | 0.07% |
| Jagran Prakashan Ltd | 0.07% |
| State Bank Of India | 0.07% |
| LIC Housing Finance Ltd | 0.06% |
| 6.52% Govt Stock 2031 | 0.05% |
| 7.63% Gujarat Sgs 2033 | 0.05% |
| Madhya Pradesh (Government of) 7.72% | 0.05% |
| Power Finance Corporation Limited | 0.04% |
| Treps - Tri-Party Repo | 1.34% |
| Net Current Assets | 0.94% |
| Axis Bank Limited | - |
| Bihar (Government of) 7.72% | - |
| Haryana (State Of) 7.67% | - |
| Goi Floating Rate Bond 2033 | - |
| 7.24% Gs 2055 | - |
In which sectors has HDFC Hybrid Eq Gr invested in?
The HDFC Hybrid Eq Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 1.57% |
| Communication Services | 2.15% |
| Consumer Cyclical | 8.08% |
| Consumer Defensive | 4.37% |
| Energy | 5.87% |
| Financial Services | 23.99% |
| Healthcare | 6.07% |
| Industrials | 10.04% |
| Real Estate | 0.76% |
| Technology | 7.00% |
| Utilities | 2.30% |
What is the risk level of HDFC Hybrid Eq Gr?
This is a Aggressive Allocation fund comes with Very High Risk.
Who are the fund managers of HDFC Hybrid Eq Gr?
HDFC Hybrid Eq Gr fund managers are Anupam Joshi, Srinivasan Ramamurthy, Dhruv Muchhal.
Is there a minimum SIP amount to invest in HDFC Hybrid Eq Gr?
The minimum SIP amount to start investment in HDFC Hybrid Eq Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in HDFC Hybrid Eq Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in HDFC Hybrid Eq Gr on the basis of your investment objective and risk tolerance.
How to invest in HDFC Hybrid Eq Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in HDFC Hybrid Eq Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of HDFC Hybrid Eq Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of HDFC Hybrid Eq Gr?
The exit load of HDFC Hybrid Eq Gr is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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