HDFC Hybrid Equity Fund - Growth

Scheme Objective

The investment objective of the Scheme is to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments. The Scheme will also invest in debt and money market instruments.

Scheme Details

• Fund manager(s) – Srinivasan Ramamurty , Dhruv Muchhal , Anupam Joshi
• Launch date – 06-Apr-2005
• Expense ratio – 1.68% as declared on 31-Oct-2025 (category average is 1.98%)
• Benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index

• Min SIP amount - ₹100
• Min investment amount (one time- first time) - ₹100
• Min investment amount (addtional purchase) - ₹100
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details