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Partner With Us NRI

Jan 18, 2022


Category

Hybrid

AUM (Cr.)

18,447.88

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

1.78

Sharpe Ratio

19.67

Beta Ratio

0.00

Fund Manager

Chirag Setalvad

Inception Date

Sep 11, 2000

Risk Level

Very High

Investment Objective

To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of Mid Cap and Large Cap `blue chip`companies.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - HDFC Hybrid Equity Fund (G) 5.26 9.63 26.51 16.73 13.97 15.94
Benchmark - Nifty 500 6.16 0.01 6.19 3.64 7.55 0
Category Average - BEST HYBRID PERFORMERS 4.47 8.54 24.59 19.74 14.63 15.15
Category Average - BEST HYBRID PERFORMERS 6.04 9.81 23.46 15.54 12.76 12.02
Category Average - BEST HYBRID PERFORMERS 5.77 12.22 29.76 20.79 14.27 14.76
Category Average - BEST HYBRID PERFORMERS 5.39 9.98 17.43 13.36 10.16 8.88
Category Average - BEST HYBRID PERFORMERS 6.48 15.3 29.36 16.83 14.36 10.1
Category Average - BEST HYBRID PERFORMERS 7 19.53 40.7 21.02 16.06 15.09
Category Average - BEST HYBRID PERFORMERS 6.52 11.86 26.3 15.55 11.75 15.37
Category Average - BEST HYBRID PERFORMERS 4.53 8.09 21.79 16.3 12.76 14
Category Average - BEST HYBRID PERFORMERS 5.74 11.27 30.27 16.15 12.8 12.9
Category Average - BEST HYBRID PERFORMERS 5.63 12.88 42.63 29.55 21.2 17.54
Category Average - BEST HYBRID PERFORMERS 4.51 10.49 23.33 17.52 15.05 15.98
Category Average - BEST HYBRID PERFORMERS 5.28 15.5 29.63 17.51 13.5 12.52
Category Average - BEST HYBRID PERFORMERS 5.26 9.63 26.51 16.73 13.97 15.94
Category Average - BEST HYBRID PERFORMERS