Hybrid fund icon with segmented pie chart and percentage symbol representing diversified allocation

HDFC Hybrid Equity Fund

Hybrid

An open ended hybrid scheme investing predominantly in equity and equity related instruments.

The equity and debt assets of the Scheme would be managed as per the respective strategies as given below:

Equity 65-80% of the portfolio will be invested in equity/equity related instruments. The aim of equity strategy will be to build a portfolio of companies across market capitalization which have:

a) reasonable growth prospects
b) sound financial strength
c) sustainable business models
d) acceptable valuations that offer potential for capital appreciation.
The Scheme aims to maintain a reasonably diversified portfolio at all times.

Debt
Investment in debt securities will be guided by credit quality, liquidity, interest rates and their outlook.

 

Nav Performance

No data available
Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
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^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # NIFTY 50 Hybrid Composite ...Read More

Fund Managers

Top 10 Holdings

As on 28 Feb 2026

Downloads

HDFC Hybrid Equity Fund

SID - HDFC Hybrid Equity Fund dated November 21, 2025

KIM - HDFC Hybrid Equity Fund dated November 21, 2025

Presentation

Fund Facts - HDFC Hybrid Equity Fund_March 26.pdf

SWAP Leaflet

Exit Load

In respect of each purchase/switch-in of Units, 15% of the units (“the limit”) may be redeemed without any exit load from the date of allotment.

 Any redemption in excess of the limit shall be subject to the following exit load:

  • Exit load of 1.00% is payable if Units are redeemed/switched-out within 1 year from thedate of allotment of units.
  • No Exit Load is payable if Units are redeemed/switched-out after 1 year from the date of allotment.
  • No Entry/Exit Load shall be levied on bonus units and units allotted on dividend reinvestment.

Product Labelling

The Risk of the scheme is very high risk

Benchmark Riskometer

high

This product is suitable for investors who are seeking~

  • To generate long-term capital appreciation/income
  •  investments predominantly in equity and equity related instruments. The Scheme will also invest in debt and money market instruments
     

~Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

FAQs