Should I invest in HDFC Hybrid Equity Fund?

We don't give personal investment advice. HDFC Hybrid Equity Fund - Growth Option - Direct Plan is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.6%. 5-year CAGR: 9.39%.

HDFC

HDFC Hybrid Equity Fund - Growth Option - Direct Plan

Latest NAV

₹119.4090

As of

3 Jun 2026

3,301 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.22%	+4.36%	-4.14	18 / 30	Q3
1W	-1.16%	+2.94%	-4.10	12 / 30	Q2
2W	-0.04%	+4.15%	-4.20	13 / 30	Q2
1M	-1.90%	+3.24%	-5.13	26 / 30	Q4
3M	-5.84%	+3.65%	-9.49	30 / 30	Q4
6M	-8.78%	+0.91%	-9.69	30 / 30	Q4
YTD	-8.88%	+0.57%	-9.45	30 / 30	Q4
1Y	-6.54%	+5.12%	-11.65	29 / 30	Q4
2Y	+0.44%	+6.03%	-5.58	27 / 30	Q4
3Y	+7.57%	+13.60%	-6.03	30 / 30	Q4
4Y	+9.94%	+13.47%	-3.53	28 / 29	Q4
5Y	+9.39%	+12.07%	-2.68	25 / 27	Q4
7Y	+10.97%	+13.22%	-2.25	19 / 25	Q4
10Y	+11.20%	+12.69%	-1.49	13 / 19	Q3
Inception	+11.14%	+12.86%	-1.72	25 / 30	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.88%	-3.75%	-5.13	29 / 29
2025	+6.31%	+10.33%	-4.02	19 / 30
2024	+13.59%	+17.99%	-4.40	28 / 30
2023	+17.94%	+21.88%	-3.94	24 / 30
2022	+9.58%	+3.88%	+5.70	3 / 28
2021	+26.06%	+26.63%	-0.56	11 / 27
2020	+13.77%	+15.17%	-1.39	16 / 26
2019	+7.77%	+9.11%	-1.34	17 / 24
2018	-10.33%	-1.88%	-8.45	19 / 20
2017	+34.78%	+25.86%	+8.91	2 / 20
2016	-0.10%	+6.34%	-6.44	17 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.29%

152 windows

min -24.5% · max 89.2%

80% positive

3-Year rolling

+12.58%

128 windows

min -6.0% · max 27.7%

95% positive

5-Year rolling

+12.34%

103 windows

min -0.7% · max 21.5%

99% positive

7-Year rolling

+11.74%

79 windows

min 7.5% · max 14.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.51%

3-year · annualised

Sharpe ratio

0.13

vs risk-free 6.5%

Sortino ratio

0.20

Downside-only deviation

Max drawdown

-12.59%

Nov 2025 → Mar 2026

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026
Kotak Aggressive Hybrid Fund - Direct Plan -Growth	Kotak	₹73.9900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹119.4090
2 Jun 2026	₹119.5150
1 Jun 2026	₹119.2530
29 May 2026	₹119.9220
27 May 2026	₹120.9080
26 May 2026	₹120.9200
25 May 2026	₹121.2500
22 May 2026	₹120.1100
21 May 2026	₹119.8960
20 May 2026	₹119.7960

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of HDFC Hybrid Equity Fund - Growth Option - Direct Plan is ₹119.4090. It's a Aggressive Hybrid Fund from HDFC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC Hybrid Equity Fund - Growth Option - Direct Plan has NAV history starting from 01 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HDFC Hybrid Equity Fund - Growth Option - Direct Plan is managed by HDFC. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC Hybrid Equity Fund - Growth Option - Direct Plan has delivered a absolute return of -6.54% — -11.65 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #29 of 30 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HDFC Hybrid Equity Fund - Growth Option - Direct Plan has delivered a CAGR of 7.57% — -6.03 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #30 of 30 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HDFC Hybrid Equity Fund - Growth Option - Direct Plan has delivered a CAGR of 9.39% — -2.68 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #25 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in HDFC Hybrid Equity Fund - Growth Option - Direct Plan exactly 10 years ago would be worth approximately ₹289,227 today — a multiplier of 2.89×, based on the 10-year CAGR of 11.20%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in HDFC Hybrid Equity Fund - Growth Option - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹704,949 today. That's an XIRR (money-weighted annualised return) of 6.38%.

A ₹10,000 monthly SIP for 10 years in HDFC Hybrid Equity Fund - Growth Option - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,043,767 (multiplier 1.70×). XIRR: 10.27%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HDFC Hybrid Equity Fund - Growth Option - Direct Plan ranks #25 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.07%; this fund delivered 9.39%.

The worst peak-to-trough decline HDFC Hybrid Equity Fund - Growth Option - Direct Plan has experienced over the last 5-year window is 12.59% — its NAV fell from a high on 20 Nov 2025 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HDFC Hybrid Equity Fund - Growth Option - Direct Plan averaged 12.34% (best 21.46%, worst -0.74%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.31 — weak risk-adjusted performance.

In calendar year 2025, HDFC Hybrid Equity Fund - Growth Option - Direct Plan returned 6.31% — lagging the Aggressive Hybrid Fund category average of 10.33% by 4.02 pp. It ranked #19 of 30 in its category that year.

HDFC Hybrid Equity Fund - Growth Option - Direct Plan is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. HDFC Hybrid Equity Fund - Growth Option - Direct Plan is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.6%. 5-year CAGR: 9.39%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.