Can I invest in SIP and Lumpsum in HDFC Hybrid Equity Fund - Direct (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in HDFC Hybrid Equity Fund - Direct (IDCW). Minimum lumpsum investment HDFC Hybrid Equity Fund - Direct (IDCW) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of HDFC Hybrid Equity Fund - Direct (IDCW) Direct Growth?

The latest NAV (Net Asset Value) of HDFC Hybrid Equity Fund - Direct (IDCW) is HDFC Hybrid Equity Fund - Direct (IDCW) is ₹18.18 as on 2025-02-20.

Which are the biggest stock holdings of HDFC Hybrid Equity Fund - Direct (IDCW)?

The 5 biggest stock holdings of HDFC Hybrid Equity Fund - Direct (IDCW) are: ICICI Bank (7.83%), HDFC Bank (6.87%), Infosys (4.31%), Bharti Airtel (4.18%), Reliance Industr (3.98%)

What are the top sectors HDFC Hybrid Equity Fund - Direct (IDCW) invests in?

A majority of HDFC Hybrid Equity Fund - Direct (IDCW) 's AUM worth ₹23,353.84 (Cr) is invested in these 3 top sectors: Debt : 29.96% Banks : 22.61% IT-Software : 7.52%

Mutual Funds
HDFC Hybrid Equity Fund - Direct (IDCW)

HDFC Hybrid Equity Fund - Direct (IDCW)

Aggressive Hybrid Fund

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NAV
18.18(0.01%)
Fund Size (CR)
₹23,353.84
Expense Ratio
1.05
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
12.05%

Absolute Return: -3.33%

Annualized Return: 0%

Basic Details

Scheme Manager

Chirag Setalvad

Bench Mark

NIFTY 50 Hybrid Composite Debt 65:35 Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	12 February 2025	9937.67	-0.62%	-	-1.07%	39/210
1 Month	17 January 2025	9817.98	-1.82%	-	-3.48%	31/210
3 Month	19 November 2024	9757.76	-2.42%	-	-4.06%	34/210
6 Month	19 August 2024	9602.16	-3.98%	-	-6.43%	28/210
1 Year	19 February 2024	10616.14	6.16%	6.16%	6.46%	117/210
3 Year	18 February 2022	14084.40	40.84%	12.09%	11.68%	81/210
5 Year	19 February 2020	20316.80	103.17%	15.23%	13.87%	62/209
Since Inception	1 January 2013	39792.87	297.93%	12.05%	11.88%	99/210

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	332060.56	176.72%	176.72%
3 Year	2 March 2022	3,60,000	1124850.47	212.46%	46.19%
5 Year	2 March 2020	6,00,000	2115089.06	252.51%	28.66%
10 Year	2 March 2015	12,00,000	4431269.60	269.27%	13.96%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

2.59%

Standard Deviation

0.69%

Beta

0.62%

Sharpe Ratio

0.03%

Treynor's Ratio

2.89%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
ICICI Bank	7.83%	14600000	1829.09	Equity	Banks
HDFC Bank	6.87%	9440000	1603.62	Equity	Banks
Infosys	4.31%	5351604	1005.99	Equity	IT - Software
Bharti Airtel	4.18%	6000000	975.78	Equity	Telecomm-Service
Reliance Industr	3.98%	7350000	929.85	Equity	Refineries
St Bk of India	3.71%	11208071	866.27	Equity	Banks
ITC	3.59%	18714400	837.47	Equity	Tobacco Products
Larsen & Toubro	3.42%	2237093	798.06	Equity	Infrastructure Developers & Operators
Axis Bank	2.12%	5025000	495.52	Equity	Banks
Kotak Mah. Bank	2.08%	2557510	486.26	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
HDFC Hybrid Equity Fund - Direct (IDCW)	23353.84	-1.82%	-2.42%	-3.98%	6.16%	12.09%
DSP Aggressive Hybrid Fund - Direct (G)	10137.49	-1.71%	-2.75%	-1.55%	14.46%	14.05%
DSP Aggressive Hybrid Fund - Direct (IDCW)	10137.49	-1.71%	-2.75%	-1.55%	14.45%	13.92%
JM Aggressive Hybrid Fund - Direct (Bonus)	752.06	-8.92%	-8.45%	-10.20%	12.97%	20.56%
JM Aggressive Hybrid Fund - Direct (Half-Bonus)	752.06	-8.92%	-8.45%	-10.20%	12.97%	20.56%
JM Aggressive Hybrid Fund - Direct (Quarterly-Bonus)	752.06	-8.92%	-8.45%	-10.20%	12.97%	20.56%

News

HDFC MF announces change in Fund Manager of the following schemes

HDFC Mutual Fund has announced change in Fund Manager of the following schemes with effect from: 01 March, 2025

Change in Fund Manager of the Scheme:

Scheme Name	Existing Fund Manager(s)	Proposed Fund Manager
HDFC Overnight Fund	Anil Bamboli	Swapnil Jangam
HDFC Nifty G-sec Dec 2026 Index Fund HDFC Nifty G-Sec July 2031 Index Fund HDFC Nifty G-Sec Sep 2032 Index Fund HDFC Nifty G-sec Jun 2027 Index Fund HDFC Nifty SDL Oct 2026 Index Fund HDFC NIFTY G-Sec Apr 2029 Index Fund HDFC NIFTY G-Sec Jun 2036 Index Fund HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund	Anupam Joshi	Anupam Joshi/ Sankalp Baid
HDFC Medium Term Debt Fund	Shobhit Mehrotra	Bhavyesh Divecha /Shobhit Mehrotra

(#) Mr. Swapnil Jangam continues to be Dealer ' Fixed Income.
* Mr. Dhruv Muchhal is the dedicated Fund Manager for Overseas Investments.

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HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme
HDFC Mutual Fund has announced 13 February 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
HDFC Focused 30 Fund:
Regular Plan ' IDCW: 2.25
Direct Plan ' IDCW: 2.25
HDFC Capital Builder Value Fund:
Regular Plan ' IDCW: 2.75
Direct Plan ' IDCW: 2.75
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HDFC Mutual Fund announces change in scheme name
HDFC Mutual Fund has announced change in scheme name under the following scheme, With effect from 19 March 2025.
Change in the name of the Scheme:

Existing Scheme Name Revised Scheme Name

HDFC Dynamic PE Ratio Fund of Funds HDFC Debt Advantage Fund of Funds

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Existing Scheme Name	Revised Scheme Name
HDFC Dynamic PE Ratio Fund of Funds	HDFC Debt Advantage Fund of Funds

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹23353.84

HDFC Hybrid Equity Fund - Direct (IDCW) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, HDFC Mutual Fund. Launched in 1 January 2013, this fund is managed by Chirag Setalvad. With assets under management (AUM) worth ₹23,353.84 (Cr), as of 20 February 2025, HDFC Hybrid Equity Fund - Direct (IDCW) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 12.05% since its launch.
The current NAV of HDFC Hybrid Equity Fund - Direct (IDCW) is ₹18.18, as on 20 February 2025. The fund's benchmark index is NIFTY 50 Hybrid Composite Debt 65:35 Index. You can invest in HDFC Hybrid Equity Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If Units are redeemed / switched-out within 1 year from the date of allotment. Nil - If Units are redeemed / switched-out after 1 year from the date of allotment. The fund has generated 12.09% and 15.23% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 67.77% in Equity, 29.96% in Debt and 2.27% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 29.96% in Debt, 22.61% in Banks, 7.52% in IT-Software, 6.30% in Construction, 5.71% in Petroleum Products

FAQs

How to Invest in HDFC Hybrid Equity Fund - Direct (IDCW) Direct Growth?

HDFC Hybrid Equity Fund - Direct (IDCW) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 12.05% since inception. Looking to invest in HDFC Hybrid Equity Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in HDFC Hybrid Equity Fund - Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, HDFC Hybrid Equity Fund - Direct (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in HDFC Hybrid Equity Fund - Direct (IDCW) today and reap the benefits of this Aggressive Hybrid Fund fund!

How much returns has HDFC Hybrid Equity Fund - Direct (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, HDFC Hybrid Equity Fund - Direct (IDCW) has generated annualised return of 6.16%. In the long-term, the fund has generated 12.09% and 15.23% in 3 and 5 years respectively. Since its inception, the fund has generated 12.05% returns.

What is the expense ratio of HDFC Hybrid Equity Fund - Direct (IDCW) Direct Growth?

The expense ratio of HDFC Hybrid Equity Fund - Direct (IDCW) Direct Growth is 1.05%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of HDFC Hybrid Equity Fund - Direct (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of HDFC Hybrid Equity Fund - Direct (IDCW) is ₹23,353.84 (Cr) as of 2025-02-20 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from HDFC Hybrid Equity Fund - Direct (IDCW) Direct Growth?

Redeeming or selling units of HDFC Hybrid Equity Fund - Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from HDFC Hybrid Equity Fund - Direct (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case HDFC Hybrid Equity Fund - Direct (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).