HDFC Hybrid Equity Fund Review

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HDFC Hybrid Equity Fund

About HDFC Mutual Fund 

HDFC Mutual fund is one of the leading names in the field of the mutual fund industry. It’s one of the most profitable AMC in India in term of net profits. Since, its inception, this AMC is the second to list on the stock exchanges of our country. It has more than Rs 3 lakh crore of asset under management. Its profit has grown every year after the start of their operation. 

The Segment of HDFC Mutual Fund 

HDFC Mutual Fund is an investment program which provides investors a wide range of investment option like equity, debt and balanced. It has left no stone unturned to cater investors from all walks of life. Be it any financial goals- long term, short term, tax saving and retirement. HDFC has schemes for every type of investor. Most of the HDFC Mutual Fund product have a CRISIL rating of more than 3. Any investor can choose from the list of products depending upon their risk profile. 

About HDFC Hybrid Equity Fund 

HDFC Hybrid Equity Fund is a mutual scheme that was launched by HDFC mutual fundLater on, it was introduced on 6th April 2005 to its investors. Currently, the fund is managed by Rakesh Vyas, and Chirag SetalvadTalking about AUM, it is of INR 20,582, and, the latest NAV is INR 11.23 (dated as of 13th Jan 2020). The fund growth is moderately high risk. The minimum SIP amount is INR 500, and, lumpsum investment is INR 5000.  

Investment Objective 

The objective of the scheme is to generate capital appreciation in the long-term through equity instruments by investing in a diversified portfolio of midcap & large cap chip companies.  

Tax Implications 

Returns are taxed at 15%, only if you redeem before a year. After a year, you are required to pay LTCG tax of 10% on returns of INR 1 Lakh+ in a financial year.  

Top Holdings 

Top Holdings Weightage
HDFC Bank Ltd 9.18%
ICICI Bank Ltd 7.26%
Housing Development Finance Corp Ltd 5.40%
Infosys Ltd 5.03%
Larsen & Toubro Ltd 3.24%
ITC Ltd 2.91%
Reliance Industries Ltd 2.90%
Tata Sons Limited 2.86%
Axis Bank Ltd 2.75%
State Bank of India 2.53%


How to Invest HDFC Hybrid Equity Fund with Gulaq?   

HDFC Hybrid Equity Fund investment is not a fuss, especially with Gulaq. With hassle-free and paperless documentation, the summing-up of your investment journey becomes easy. All you need to do is: 

  • Sign-in at gulaq.com. You can also check your KYC for FREE  
  • Fetch in your amount (whether SIP or lumpsum) 
  • Submit ‘Invest Now’ 

*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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