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HDFC Hybrid Equity Fund - Growth Plan

HDFC · Aggressive Hybrid
High
₹109.45
Current NAV
30 Oct 2026
-9.5%
1Y Return
5.7%
3Y CAGR
6.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.60).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.60).
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.60
Sharpe Ratio
1.20
Beta
6.60
Alpha
2.08
Sortino
Fund Details
Fund House HDFC
Category Aggressive Hybrid
AUM ₹7150 Cr
Expense Ratio 1.20%
Min SIP ₹500
Min Lumpsum ₹1000
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