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Snapshot
Snapshot
HDFC Hybrid Equity Fund (IDCW)
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Summary
Fund Name : HDFC Mutual Fund
Scheme Name : HDFC Hybrid Equity Fund (IDCW)
AMC : HDFC Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 28-Feb-05
Fund Manager : Srinivasan Ramamurthy
Net Assets:(Rs. cr) 22367.86
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 2.5 % NA
Date 25-Mar-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.49 2.15 -0.57 -7.14 -7.88 6.11 8.55 11.87
Category Avg -0.57 2.91 3.20 -0.66 1.75 11.26 10.62 11.17
Category Best 1.67 5.73 15.38 11.80 21.15 24.12 24.13 33.44
Category Worst -1.97 -3.70 -3.83 -7.14 -10.23 1.03 3.03 -2.84
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.7496 3.0775 0.1284 0.5751 -0.0675
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 7.19
HDFC Bank 6.74
Reliance Industr 4.28
Axis Bank 3.31
Kotak Mah. Bank 3.07
SBI 2.89
Larsen & Toubro 2.24
Infosys 2.15
Bharti Airtel 1.99
Maruti Suzuki 1.89
ERIS Lifescience 1.58
Krishna Institu. 1.53
Divi's Lab. 1.47
Interglobe Aviat 1.44
NTPC 1.44
Eternal 1.42
SKF India Indus. 1.22
ITC 1.15
Zensar Tech. 1.06
Hyundai Motor I 1.06
HDFC Life Insur. 1.03
Alkem Lab 1.00
TCS 1.00
Redington 0.99
United Spirits 0.94
Havells India 0.93
Godrej Consumer 0.90
Bajaj Auto 0.87
SBI Life Insuran 0.79
PNC Infratech 0.75
SKF India 0.75
JK Tyre & Indust 0.71
The Ramco Cement 0.67
Balkrishna Inds 0.63
Kalpataru Proj. 0.61
Metropolis Healt 0.59
Chalet Hotels 0.58
Dabur India 0.57
Tata Motors 0.57
Blue Dart Expres 0.56
H P C L 0.55
KEC Internationa 0.47
Jubilant Food. 0.47
JSW Dulux 0.43
GMM Pfaudler 0.43
Gland Pharma 0.39
Sharda Cropchem 0.39
CIE Automotive 0.37
Vardhman Textile 0.37
M M Forgings 0.37
Mahindra Holiday 0.36
HCL Technologies 0.33
Jagran Prakashan 0.07
HDFC Bank 2.49
Bajaj Finance 2.13
SBI 1.52
Muthoot Finance 1.43
I R F C 1.40
NABFID 1.00
Power Fin.Corpn. 0.90
Power Grid Corpn 0.76
Tata Power Co. 0.69
L&T Finance Ltd 0.67
S I D B I 0.56
N A B A R D 0.54
HDB FINANC SER 0.47
Cholaman.Inv.&Fn 0.46
Can Fin Homes 0.45
M T N L 0.45
REC Ltd 0.41
KOTAK MAHI. INV. 0.35
Torrent Power 0.34
360 One Prime 0.22
LIC Housing Fin. 0.17
Nuclear Power Co 0.11
I O C L 0.11
Jio Credit 0.11
I R F C 0.12
GSEC2064 2.61
GSEC2065 0.56
GSEC2054 0.43
Gujarat 2033 0.39
Gujarat 2034 0.32
Jharkhand 2032 7.68 0.32
Gujarat 2034 0.23
Jharkhand 2032 0.23
Bihar 2033 0.23
Chhattisgarh 2024 0.23
Uttarakhand 2026 0.11
BIHAR 2041 0.11
HARYANA 2045 0.11
Andhra Pradesh 2025 7.09 0.11
Andhra Pradesh 2025 0.11
Maharashtra 2039 0.11
Rajasthan 2031 0.09
Haryana 2041 0.09
GSEC2045 0.07
GSEC2028 0.07
Gujarat 2033 0.05
Madhya Pradesh 2026 0.04
TREPS 0.68
Net CA & Others 0.88
HDFC Nifty 50 1.55
CPSE ETF 1.08
S I D B I 0.11
Brookfield India 0.74
Powergrid Infra. 0.25
Cholaman.Inv.&Fn 0.67
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