Investment type
HDFC Hybrid Equity Fund - Direct (G) is a mutual fund under the Balanced category, managed by HDFC Mutual Fund. It was launched on 10 Dec 1999, and has been active for over 26 years. As of 31 Mar 2025 the fund manages assets worth ₹24,461 Crores. The expense ratio is 1.04%.
This fund generated returns of 6.57% in the last 1 year. Since its inception, it has provided an average annual return of 15.27%.
The fund's investments are mainly concentrated in sectors like Debt, Banks, IT-Software, Construction and Petroleum Products.
The top five holdings in this fund include prominent companies such as ICICI Bank, HDFC Bank, Bharti Airtel, Reliance Industr and St Bk of India.
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.
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
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