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HybridAggressive Hybrid FundDirect · Growth

HDFC Hybrid Equity Fund - Growth Option - Direct Plan

HDFC · Scheme 119062

125.24 0.38%NAV · 2026-09-18
46
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.9%
Risk level
High
Min SIP
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Average · 46/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • Positive 3Y windows: 96% of rolling 3Y windows positive
  • Return stability: rolling-return std 6.3%
  • Volatility: 15% annualised

📉 What could drag it down

  • Down 1.9% over the last year — currently out of favour.
  • Weak risk-adjusted returns (Sharpe 0.38) — took on risk without enough payoff.
  • 3Y CAGR: +7.9%
  • 3Y CAGR vs category: -4.7% vs category avg

FundScore breakdown

46/100 · Average
How it works →
24
Returns
Weak
60
Consistency
Decent
26
Risk-adjusted
Weak
50
Downside protection
Average
80
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

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