HDFC Hybrid Equity Fund - Growth Plan

  • Scheme Category:  
  • Hybrid Scheme >  
  • Aggressive Hybrid Fund
NAV: ₹ 110.186 ↑ 0.18%
[as on 22 May, 2026]

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Returns

CAGR returns till date

CAGR returns of HDFC Hybrid Equity Fund - Growth Plan and its peers as on 22 May, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
HDFC Hybrid Equity Fund - Growth Plan -8.66% 0.18% 0.06% -3.27% -7.11% -6.09% 7.4% 9.27% 10.76% 11.22%
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth -1.42% 0.33% 0.76% -1.38% -0.08% 4.26% 13.77% 11.35% 12.35% 12.4%
ICICI Prudential Equity & Debt Fund - Growth -3.68% 0.22% 0.08% -2.15% -3.07% 3.13% 16.72% 16.91% 16.74% 15.83%
Nippon India Aggressive Hybrid Fund - Growth Plan -3.7% 0.32% 0.5% -2.23% -3.32% 1.36% 12.82% 11.99% 10.15% 10.01%
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Growth Plan 0% 0% 0% 0% 0% 0% 0% 0%--
Kotak Aggressive Hybrid Fund - Regular Plan -Growth -1.21% 0.14% 0.43% -1.6% -1.3% 4.76% 13.79% 12.3% 14.15% 13.08%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns -0.31% 33.95% -10.79% 7.37% 13.45% 26.7% 8.23% 17.19% 13.16% 5.53%

Discrete returns (monthly)

MonthJul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026
Returns -1.34% -1.17% 0.31% 2.39% 0.41% -0.2% -3.04% -0.9% -10.26% 3.9%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
69.92% 28.49% (Arbitrage: 0.00%) 0.25% 0.00% 1.34%

Equity

NameSymbol / ISINSectorWeight %
ICICI Bank Ltd.ICICIBANK (INE090A01021)Banks6.63%
HDFC Bank Ltd.£HDFCBANK (INE040A01034)Banks6.49%
Reliance Industries Ltd.RELIANCE (INE002A01018)Petroleum Products4.55%
State Bank of IndiaSBIN (INE062A01020)Banks3.86%
Infosys LimitedINFY (INE009A01021)IT - Software2.98%
Axis Bank Ltd.AXISBANK (INE238A01034)Banks2.81%
Kotak Mahindra Bank LimitedINE237A01036Banks2.66%
Larsen and Toubro Ltd.LT (INE018A01030)Construction2.63%
ITC LIMITEDITC (INE154A01025)Diversified FMCG2.16%
Bharti Airtel Ltd.BHARTIARTL (INE397D01024)Telecom - Services2.01%
Maruti Suzuki India LimitedMARUTI (INE585B01010)Automobiles1.73%
Eris Lifesciences LtdERIS (INE406M01024)Pharmaceuticals & Biotechnology1.50%
NTPC LimitedNTPC (INE733E01010)Power1.48%
Divis Laboratories Ltd.DIVISLAB (INE361B01024)Pharmaceuticals & Biotechnology1.40%
Zensar Technologies Ltd.ZENSARTECH (INE520A01027)IT - Software1.35%
Redington Ltd.REDINGTON (INE891D01026)Commercial Services & Supplies1.32%
Krishna Institute Of Medical Sciences LimitedKIMS (INE967H01025)Healthcare Services1.23%
Tata Consultancy Services Ltd.TCS (INE467B01029)IT - Software1.22%
Hyundai Motor India LimitedHYUNDAI (INE0V6F01027)Automobiles1.04%
Alkem Laboratories Ltd.ALKEM (INE540L01014)Pharmaceuticals & Biotechnology1.00%
Havells India Ltd.HAVELLS (INE176B01034)Consumer Durables0.98%
HDFC Life Insurance Company LimitedHDFCLIFE (INE795G01014)Insurance0.97%
InterGlobe Aviation Ltd.INDIGO (INE646L01027)Transport Services0.93%
SKF India (Industrial) LimitedINE2J8701016Industrial Products0.92%
Eternal LimitedETERNAL (INE758T01015)Retailing0.91%
United Spirits LimitedUNITDSPR (INE854D01024)Beverages0.89%
Bajaj Auto LimitedBAJAJ-AUTO (INE917I01010)Automobiles0.83%
KEC International Ltd.KEC (INE389H01022)Construction0.83%
Hindustan Petroleum Corp. Ltd.HINDPETRO (INE094A01015)Petroleum Products0.79%
JK Tyre & Industries LimitedJKTYRE (INE573A01042)Auto Components0.75%
The Ramco Cements Ltd.RAMCOCEM (INE331A01037)Cement & Cement Products0.69%
SKF India Ltd.SKFINDIA (INE640A01023)Auto Components0.66%
Godrej Consumer Products Ltd.GODREJCP (INE102D01028)Personal Products0.65%
Balkrishna Industries Ltd.BALKRISIND (INE787D01026)Auto Components0.64%
Vardhman Textiles Ltd.VTL (INE825A01020)Textiles & Apparels0.61%
Dabur India Ltd.DABUR (INE016A01026)Personal Products0.58%
Blue Dart Express Ltd.BLUEDART (INE233B01017)Transport Services0.57%
PNC Infratech Ltd.PNCINFRA (INE195J01029)Construction0.55%
Chalet Hotels Ltd.CHALET (INE427F01016)Leisure Services0.53%
Kalpataru Projects International LtdKPIL (INE220B01022)Construction0.53%
Metropolis Healthcare Ltd.METROPOLIS (INE112L01020)Healthcare Services0.50%
Mahindra Holidays & Resorts Ind Ltd.MHRIL (INE998I01010)Leisure Services0.48%
GMM Pfaudler LimitedGMMPFAUDLR (INE541A01023)Industrial Manufacturing0.45%
AkzoNobel India Ltd.AKZOINDIA (INE133A01011)Consumer Durables0.40%
Gland Pharma Ltd.GLAND (INE068V01023)Pharmaceuticals & Biotechnology0.39%
CIE Automotive India LtdCIEINDIA (INE536H01010)Auto Components0.38%
Sharda Cropchem Ltd.SHARDACROP (INE221J01015)Fertilizers & Agrochemicals0.38%
MM Forgings Ltd.MMFL (INE227C01017)Auto Components0.31%
Finolex Cables Ltd.FINCABLES (INE235A01022)Industrial Products0.27%
Jagran Prakashan Ltd.JAGRAN (INE199G01027)Media0.07%
BROOKFIELD INDIA REAL ESTATE TRUSTINE0FDU25010Realty0.76%
Cholamandalam Investment & Finance Co. Ltd.INE121A08PJ0Finance0.67%

Debt

NameRatingWeight %
7.34% GOI MAT 220464Sovereign2.63%
6.9% GOI MAT 150465Sovereign0.56%
6.98% GOI MAT 161254Sovereign0.44%
7.64% Gujarat SDL ISD 170124 MAT 170133^Sovereign0.40%
7.64% % Gujarat SDL ISD 170124 Mat 170134^Sovereign0.33%
7.68% Jharkhand SDL ISD 240124 Mat 240132^Sovereign0.33%
7.63% Gujarat SDL ISD 240124 Mat 240134^Sovereign0.24%
7.67% Chhattisgarh SDL ISD 240124 Mat 240131^Sovereign0.24%
7.68% Chattisgarh SDL ISD 170124 MAT 170132^Sovereign0.24%
7.65% BIHAR SDL ISD 241225 Mat 241233^Sovereign0.23%
7.72% Bihar SDL - MAT 250241^Sovereign0.12%
6.88% Andhra Pradesh SDL ISD 040425 MAT 040440^Sovereign0.11%
7.08% Maharashtra SDL ISD 250625 MAT 250639^Sovereign0.11%
7.09% Andhra Pradesh SDL ISD 260325 MAT 260335^Sovereign0.11%
7.73% Haryana SDL MAT 180245^Sovereign0.11%
7.66% RAJASTHAN SDL ISD 240124 Mat 240131^Sovereign0.09%
7.67% Haryana SDL MAT 250241^Sovereign0.09%
7.1% GOI MAT 270128^Sovereign0.07%
8.13% GOI MAT 220645Sovereign0.07%
6.52% GOI MAT 071231^Sovereign0.05%
7.63% Gujarat SDL ISD 240124 Mat 240133^Sovereign0.05%
7.72% Madhya Pradesh SDL ISD 180226 Mat 180245^Sovereign0.05%
Bajaj Finance Ltd.CRISIL - AAA1.66%
HDFC Bank Ltd.£^CRISIL - AAA1.17%
HDFC Bank Ltd.£^CRISIL - AAA0.95%
National Bank for Financing Infrastructure and Development^CRISIL - AAA0.93%
State Bank of India (Tier 2 - Basel III)^CRISIL - AAA0.93%
The Tata Power Company Ltd.^CARE - AA+0.73%
L&T Finance Ltd.^CRISIL - AAA0.70%
HDB Financial Services Ltd.^CRISIL - AAA0.61%
Muthoot Finance Ltd.^CRISIL - AA+0.57%
Cholamandalam Investment & Finance Co. Ltd.^ICRA - AA+0.48%
CanFin Homes Ltd.^ICRA - AAA0.47%
HDFC Bank Ltd.£^CRISIL - AAA0.47%
Mahanagar Telephone Nigam Ltd.^CARE - AAA(CE)0.47%
Power Finance Corporation Ltd.CRISIL - AAA0.47%
Power Grid Corporation of India Ltd.^CRISIL - AAA0.47%
Indian Railways Finance Corp. Ltd.^CRISIL - AAA0.45%
National Bank for Agri & Rural Dev.^CRISIL - AAA0.44%
Bajaj Finance Ltd.^CRISIL - AAA0.35%
Kotak Mahindra Investments Ltd.^CRISIL - AAA0.35%
State Bank of India (Tier 2 - Basel III)^ICRA - AAA0.35%
Power Grid Corporation of India Ltd.^CRISIL - AAA0.33%
Indian Railways Finance Corp. Ltd.^CRISIL - AAA0.28%
Power Finance Corporation Ltd.^CRISIL - AAA0.28%
Indian Railways Finance Corp. Ltd.^CRISIL - AAA0.24%
Muthoot Finance Ltd.^CRISIL - AA+0.24%
Bajaj Finance Ltd.^CRISIL - AAA0.23%
Indian Railways Finance Corp. Ltd.^CRISIL - AAA0.23%
Indian Railways Finance Corp. Ltd.^CRISIL - AAA0.23%
Power Finance Corporation Ltd.^CRISIL - AAA0.23%
REC Limited.^CRISIL - AAA0.23%
Small Industries Development BankCRISIL - AAA0.23%
Small Industries Development Bank^CRISIL - AAA0.23%
State Bank of India^ICRA - AAA0.23%
Indian Oil Corporation Ltd.^CRISIL - AAA0.12%
Jio Credit Ltd^CRISIL - AAA0.12%
Kotak Mahindra Investments Ltd.^CRISIL - AAA0.12%
LIC Housing Finance Ltd.^CRISIL - AAA0.12%
National Bank for Agri & Rural Dev.ICRA - AAA0.12%
National Bank for Agri & Rural Dev.^CRISIL - AAA0.12%
Nuclear Power Corporation of India Ltd.^ICRA - AAA0.12%
Power Finance Corporation Ltd.CRISIL - AAA0.12%
REC Limited.^CRISIL - AAA0.12%
Small Industries Development Bank^CRISIL - AAA0.12%
National Bank for Financing Infrastructure and Development^CRISIL - AAA0.11%
Power Finance Corporation Ltd.^CRISIL - AAA0.07%
REC Limited.^CRISIL - AAA0.07%
State Bank of India^ICRA - AAA0.07%
LIC Housing Finance Ltd.CRISIL - AAA0.06%
Power Finance Corporation Ltd.^CRISIL - AAA0.04%
Power Finance Corporation Ltd.^CRISIL - AAA0.23%
Indian Railways Finance Corp. Ltd.^CRISIL - AAA0.12%
HDFC NIFTY 50 ETF1.52%
CPSE ETF1.17%
Net Current Assets0.93%
Portfolio data is as on date 31 March, 2026

NAV history

HDFC Hybrid Equity Fund - Growth Plan - 30 days NAV (Net asset value) history

DateNAV% change
22 May, 2026110.186 0.18%
21 May, 2026109.992 0.08%
20 May, 2026109.901 0.19%
19 May, 2026109.694 0.18%
18 May, 2026109.494 -0.57%
15 May, 2026110.125 -0.17%
14 May, 2026110.312 0.52%
13 May, 2026109.74 0.06%
12 May, 2026109.677 -1.4%
11 May, 2026111.237 -0.93%
8 May, 2026112.279 -0.45%
7 May, 2026112.786 0.13%
6 May, 2026112.642 1.11%
5 May, 2026111.409 -0.35%
4 May, 2026111.796 0.36%
30 April, 2026111.392 -0.54%
29 April, 2026112.001 0.19%
28 April, 2026111.791 -0.6%
27 April, 2026112.471 0.63%
24 April, 2026111.771 -1.02%
23 April, 2026112.92 -0.87%
22 April, 2026113.911 -0.48%
21 April, 2026114.46 0.65%
20 April, 2026113.722 -0.1%
17 April, 2026113.835 0.57%
16 April, 2026113.19 0.06%
15 April, 2026113.118 1.42%
13 April, 2026111.532 -0.59%
10 April, 2026112.199 1.01%
9 April, 2026111.074

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of HDFC Hybrid Equity Fund - Growth Plan?
    The latest NAV of HDFC Hybrid Equity Fund - Growth Plan is 110.186 as on 22 May, 2026.
  • What are YTD (year to date) returns of HDFC Hybrid Equity Fund - Growth Plan?
    The YTD (year to date) returns of HDFC Hybrid Equity Fund - Growth Plan are -8.66% as on 22 May, 2026.
  • What are 1 year returns of HDFC Hybrid Equity Fund - Growth Plan?
    The 1 year returns of HDFC Hybrid Equity Fund - Growth Plan are -6.09% as on 22 May, 2026.
  • What are 3 year CAGR returns of HDFC Hybrid Equity Fund - Growth Plan?
    The 3 year annualized returns (CAGR) of HDFC Hybrid Equity Fund - Growth Plan are 7.4% as on 22 May, 2026.
  • What are 5 year CAGR returns of HDFC Hybrid Equity Fund - Growth Plan?
    The 5 year annualized returns (CAGR) of HDFC Hybrid Equity Fund - Growth Plan are 9.27% as on 22 May, 2026.
  • What are 10 year CAGR returns of HDFC Hybrid Equity Fund - Growth Plan?
    The 10 year annualized returns (CAGR) of HDFC Hybrid Equity Fund - Growth Plan are 9.27% as on 22 May, 2026.