Should I invest in HDFC Hybrid Equity Fund?

We don't give personal investment advice. HDFC Hybrid Equity Fund - IDCW 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: 17.7%. 5-year CAGR: 3.52%.

HDFC

HDFC Hybrid Equity Fund - IDCW Option - Direct Plan

Latest NAV

₹17.7700

As of

17 Jul 2026

3,332 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	+0.36%	+0.20%	+0.16	19 / 55	Q2
1W	+0.22%	-0.16%	+0.38	9 / 55	Q1
2W	-0.02%	+0.10%	-0.12	48 / 55	Q4
1M	+0.37%	+0.84%	-0.47	47 / 55	Q4
3M	-0.59%	+1.61%	-2.19	49 / 55	Q4
6M	-6.08%	-0.75%	-5.33	48 / 55	Q4
YTD	-7.35%	-2.54%	-4.81	48 / 55	Q4
1Y	-9.06%	-0.18%	-8.88	53 / 55	Q4
2Y	-4.73%	+1.30%	-6.04	48 / 54	Q4
3Y	+1.72%	+9.24%	-7.52	50 / 55	Q4
4Y	+5.05%	+11.12%	-6.06	45 / 52	Q4
5Y	+3.52%	+9.61%	-6.09	41 / 49	Q4
7Y	+5.49%	+11.18%	-5.69	44 / 48	Q4
10Y	+2.59%	+7.86%	-5.26	30 / 33	Q4
Inception	+2.21%	+8.35%	-6.13	52 / 55	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	-7.35%	-2.48%	-4.87	46 / 50
2025	+0.88%	+1.24%	-0.36	26 / 53
2024	+7.79%	+15.74%	-7.95	46 / 53
2023	+11.00%	+19.87%	-8.87	45 / 53
2022	+2.57%	+2.08%	+0.49	30 / 50
2021	+17.87%	+22.26%	-4.39	38 / 51
2020	+9.09%	+14.45%	-5.35	32 / 49
2019	-4.09%	+3.69%	-7.78	37 / 47
2018	-25.50%	-8.13%	-17.37	34 / 35
2017	+21.08%	+15.92%	+5.16	5 / 35
2016	-10.71%	+0.88%	-11.59	27 / 28

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

+6.46%

153 windows

min -28.3% · max 72.6%

57% positive

3-Year rolling

+3.67%

129 windows

min -14.4% · max 20.5%

68% positive

5-Year rolling

+3.14%

105 windows

min -9.2% · max 16.2%

75% positive

7-Year rolling

+2.53%

80 windows

min -2.0% · max 7.1%

83% 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

9.83%

3-year · annualised

Sharpe ratio

-0.43

vs risk-free 6.5%

Sortino ratio

-0.63

Downside-only deviation

Max drawdown

-17.73%

Sep 2024 → Mar 2026

% positive months

50.0%

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 - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹102.7411	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹29.1200	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹24.2754	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.9550	17 Jul 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹72.3931	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹296.3500	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹34.1499	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹21.2090	17 Jul 2026
Kotak Aggressive Hybrid Fund - Direct Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option	Kotak	₹47.4980	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹17.7700
16 Jul 2026	₹17.7060
15 Jul 2026	₹17.6930
14 Jul 2026	₹17.6510
13 Jul 2026	₹17.7520
10 Jul 2026	₹17.7310
9 Jul 2026	₹17.5690
8 Jul 2026	₹17.5210
7 Jul 2026	₹17.8090
6 Jul 2026	₹17.8230

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 17 Jul 2026, the NAV of HDFC Hybrid Equity Fund - IDCW Option - Direct Plan is ₹17.7700. It's a Aggressive Hybrid Fund from HDFC, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HDFC Hybrid Equity Fund - IDCW Option - Direct Plan has NAV history starting from 01 Jan 2013, a track record of about 13 years 6 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 - IDCW 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 - IDCW Option - Direct Plan has delivered a absolute return of -9.06% — -8.88 pp behind the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #53 of 55 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HDFC Hybrid Equity Fund - IDCW Option - Direct Plan has delivered a CAGR of 1.72% — -7.52 pp behind the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #50 of 55 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HDFC Hybrid Equity Fund - IDCW Option - Direct Plan has delivered a CAGR of 3.52% — -6.09 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #41 of 49 in its category — the bottom (Q4) quartile.

₹1 lakh invested in HDFC Hybrid Equity Fund - IDCW Option - Direct Plan exactly 10 years ago would be worth approximately ₹129,199 today — a multiplier of 1.29×, based on the 10-year CAGR of 2.59%. The category average over the same window would have grown ₹1 lakh to ₹213,017.

A ₹10,000 monthly SIP in HDFC Hybrid Equity Fund - IDCW Option - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹621,909 today. That's an XIRR (money-weighted annualised return) of 1.41%.

A ₹10,000 monthly SIP for 10 years in HDFC Hybrid Equity Fund - IDCW Option - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹1,443,646 (multiplier 1.20×). XIRR: 3.62%. 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 - IDCW Option - Direct Plan ranks #41 out of 49 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 9.61%; this fund delivered 3.52%.

The worst peak-to-trough decline HDFC Hybrid Equity Fund - IDCW Option - Direct Plan has experienced over the last 5-year window is 17.73% — its NAV fell from a high on 25 Sep 2024 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 - IDCW Option - Direct Plan averaged 3.14% (best 16.20%, worst -9.20%). 75% of rolling windows ended positive. The 5-year Sharpe ratio is -0.26 — negative risk-adjusted performance.

In calendar year 2025, HDFC Hybrid Equity Fund - IDCW Option - Direct Plan returned 0.88% — lagging the Aggressive Hybrid Fund category average of 1.24% by 0.36 pp. It ranked #26 of 53 in its category that year.

HDFC Hybrid Equity Fund - IDCW 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 - IDCW 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: 17.7%. 5-year CAGR: 3.52%.

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