| Category: Hybrid: Aggressive |
| Launch Date: 05-04-2005 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 1.77% As on (31-01-2021) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 16,617.32 Cr As on (31-01-2021) |
| Turn over: 7.24 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| HDFC Hybrid Equity Fund-Growth | 30.01 | 9.94 | 13.97 | 14.03 | 15.64 |
| NIFTY 50 TRI | 35.58 | 14.4 | 16.54 | 11.91 | 13.97 |
| Hybrid: Aggressive | 25.86 | 9.93 | 12.67 | 11.5 | 12.56 |
Sankalp Baid
The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies. The fund aims to invest atleast 35-65 per cent in large-cap stocks and 35-65 per cent in mid-cap stocks.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HDFC Hybrid Equity Fund-Growth | 18.12 | 0.052 | 3.18 | 1.206 | - | 2.42 |
| Hybrid: Aggressive | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| HDFC Hybrid Equity Fund-Growth | 05-04-2005 | 30.01 | 15.09 | 9.94 | 13.97 | 14.03 |
| Quant Absolute Fund-Growth Option | 21-03-2001 | 47.63 | 24.56 | 16.49 | 15.79 | 13.01 |
| JM Equity Hybrid Fund-Growth | 01-04-1995 | 44.17 | 13.14 | 9.7 | 10.63 | 10.39 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 32.31 | 16.23 | 11.08 | 14.8 | 14.6 |
| Kotak Equity Hybrid - Growth | 05-11-2014 | 32.04 | 20.58 | 12.28 | 14.39 | 0.0 |
| UTI - Hybrid Equity Fund - Regular Plan - Growth | 20-03-1995 | 31.45 | 12.89 | 7.38 | 11.98 | 10.32 |
| Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth | 19-07-2019 | 28.43 | 0.0 | 0.0 | 0.0 | 0.0 |
| Franklin India Equity Hybrid Fund - Growth Plan | 10-12-1999 | 28.32 | 15.47 | 10.91 | 12.07 | 12.55 |
| Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | 10-02-1995 | 28.24 | 12.05 | 7.51 | 11.39 | 11.82 |
| Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth | 05-07-2015 | 27.39 | 16.04 | 12.53 | 15.06 | 0.0 |