HDFC Hybrid Equity -Direct Plan - Growth Option

HDFC Hybrid Equity -Direct Plan - Growth Option of HDFC Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 5.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.01

Age

NA Years

Fund Manager

Chirag Setalvad

AuM (Rs Crores)

21429.667

Asset Class

Hybrid-Equity

Net Asset Value:

53.241

Rating

5

Exit Load

0.01

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

3.56%

Fund Manager Details:

Chirag Setalvad B.Sc., in Business Administration from University of North Carolina. Collectively over 14 years of experience, of which over 11 years in Fund Management and Equity Research and 3 years in investment banking. His previous employment was with new Vernon Advisory Services Pvt Ltd (Oct 24 to - February 27), HDFC AMC (July 2 to August 24) and ING Barings N.V (Sep 1996 to June 2)

Objective:

To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of Mid Cap and Large Cap 'blue chip'companies.

Top Holdings:

  • Banks (19.11)
  • IT - Software (6.83)
  • Finance (6.1)
  • Tobacco Products (3.87)
  • Refineries (3.62)
  • Pharmaceuticals (3.2)
  • Infrastructure Developers & Operators (2.98)
  • Chemicals (2.52)
  • Diversified (1.58)
  • Hotels & Restaurants (1.44)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition