HDFC Mutual Fund
Aggressive Hybrid · Regular · Growth · Factsheet figures illustrative
Benchmark · CRISIL Hybrid 35+65 Aggressive TRI
HDFC Hybrid Equity Fund is an open-ended aggressive hybrid scheme managed by HDFC Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +10.6% | +8.6% | +2.0% |
| 3 Years | +12.8% | +10.1% | +2.7% |
| 5 Years | +13.8% | +11.2% | +2.6% |
| Since inception | +12.3% | +9.6% | +2.7% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
12.4%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.92
Category avg beta 1.02.
Sharpe (risk-adjusted)
0.81
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-21.5%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+1.5%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Asian Paints Ltd. | Materials | 14.5% |
| Maruti Suzuki India Ltd. | Automobiles | 14.5% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 6% |
| Hindustan Unilever Ltd. | Consumer Staples | 9.2% |
| Mahindra & Mahindra Ltd. | Automobiles | 9.4% |
| UltraTech Cement Ltd. | Materials | 13.3% |
| HDFC Bank Ltd. | Financial Services | 9.2% |
| Reliance Industries Ltd. | Energy | 14.5% |
Total expense ratio
1.02%
Category avg (demo)
1.13%
TER drag compounds silently — compare peer quartiles before locking mandates.
Lead fund manager
Managing strategy since 2015
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor G
2026-05-15
Good ELSS context without pushing products.
Investor F
2026-08-15
Wish rolling returns were longer — still better than PDF brochures.
Investor I
2026-03-15
Compare tray makes advisor conversations faster.
HDFC Hybrid Equity Fund
Research-only · No transactions