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HybridAggressive Hybrid FundDirect · Growth

HDFC Hybrid Equity Fund - Growth Option - Direct Plan

HDFC · Scheme 119062

126.37 0.53%NAV · 2026-08-05
46
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
8.0%
Risk level
High
Min SIP
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.05%
3 Months+4.09%
6 Months-2.44%
1 Year-1.56%
3 Years (CAGR)+7.97%
5 Years (CAGR)+9.56%
10 Years (CAGR)+11.03%
Since Launch+11.45%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns24
Consistency60
Risk-adjusted26
Downside protection50
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 96% of rolling 3Y windows positive
  • Return stability: rolling-return std 6.3%
  • Volatility: 15% annualised
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +8.0%
  • 3Y CAGR vs category: -4.6% vs category avg
  • Beat category: beat category in 43% of windows
  • Sharpe ratio: 0.39

Risk metrics

Sharpe ratio
0.39
Sortino ratio
0.48
Volatility
14.78%
Max drawdown
-33.56%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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