Should I invest in HDFC Hybrid Equity Fund?

We don't give personal investment advice. HDFC Hybrid Equity Fund - IDCW 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: 19.6%. 5-year CAGR: 1.66%.

HDFC

HDFC Hybrid Equity Fund - IDCW Plan

Latest NAV

₹15.0000

As of

24 Jul 2026

4,999 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	+0.11%	-0.19%	+0.30	1 / 12	Q1
1W	-1.69%	-1.21%	-0.48	11 / 12	Q4
2W	-1.48%	-1.29%	-0.20	7 / 12	Q3
1M	-2.37%	-1.02%	-1.35	9 / 10	Q4
3M	-0.84%	+0.55%	-1.39	9 / 10	Q4
6M	-6.34%	+0.15%	-6.48	10 / 10	Q4
YTD	-9.64%	-3.18%	-6.46	10 / 10	Q4
1Y	-11.92%	-2.72%	-9.20	10 / 10	Q4
2Y	-6.58%	+0.91%	-7.49	10 / 10	Q4
3Y	-0.36%	+8.33%	-8.69	10 / 10	Q4
4Y	+2.65%	+11.04%	-8.39	9 / 9	Q4
5Y	+1.66%	+9.38%	-7.72	7 / 7	Q4
7Y	+4.07%	+11.28%	-7.21	7 / 7	Q4
10Y	+1.02%	+9.26%	-8.24	7 / 7	Q4
Inception	-0.10%	+7.64%	-7.74	12 / 12	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	-9.64%	-3.76%	-5.89	9 / 9
2025	-0.54%	+4.25%	-4.80	9 / 9
2024	+6.35%	+16.22%	-9.87	9 / 9
2023	+9.53%	+19.93%	-10.40	9 / 9
2022	+1.22%	+3.88%	-2.65	7 / 8
2021	+16.44%	+24.49%	-8.05	7 / 7
2020	+8.08%	+9.22%	-1.14	6 / 7
2019	-5.42%	+5.77%	-11.19	8 / 8
2018	-26.81%	-5.93%	-20.88	8 / 8
2017	+19.97%	+24.12%	-4.15	6 / 8
2016	-11.45%	-1.43%	-10.02	6 / 6

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

+3.18%

236 windows

min -61.1% · max 115.1%

48% positive

3-Year rolling

+1.36%

211 windows

min -19.2% · max 20.2%

60% positive

5-Year rolling

+0.65%

187 windows

min -10.4% · max 14.0%

57% positive

7-Year rolling

+0.11%

163 windows

min -6.2% · max 9.7%

48% 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

9.69%

3-year · annualised

Sharpe ratio

-0.66

vs risk-free 6.5%

Sortino ratio

-0.83

Downside-only deviation

Max drawdown

-19.63%

Sep 2024 → Mar 2026

% positive months

61.1%

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
HDFC Hybrid Equity Fund - Growth Plan	HDFC	₹112.6570	24 Jul 2026
Nippon India Aggressive Hybrid Fund - Growth Plan	Nippon India	₹105.4007	24 Jul 2026
Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option	Edelweiss	₹64.2500	24 Jul 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹27.6459	24 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Growth Option	PGIM India	₹127.9900	24 Jul 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹156.8446	24 Jul 2026
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth		₹10.1830	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹15.0000
23 Jul 2026	₹14.9840
22 Jul 2026	₹15.0550
21 Jul 2026	₹15.1700
20 Jul 2026	₹15.1960
17 Jul 2026	₹15.2580
16 Jul 2026	₹15.2030
15 Jul 2026	₹15.1920
14 Jul 2026	₹15.1570
13 Jul 2026	₹15.2440

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 24 Jul 2026, the NAV of HDFC Hybrid Equity Fund - IDCW Plan is ₹15.0000. It's a Aggressive Hybrid Fund from HDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC Hybrid Equity Fund - IDCW Plan has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

HDFC Hybrid Equity Fund - IDCW 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 Plan has delivered a absolute return of -11.92% — -9.2 pp behind the Aggressive Hybrid Fund category average of -2.72%. The fund ranks #10 of 10 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HDFC Hybrid Equity Fund - IDCW Plan has delivered a CAGR of -0.36% — -8.69 pp behind the Aggressive Hybrid Fund category average of 8.33%. The fund ranks #10 of 10 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HDFC Hybrid Equity Fund - IDCW Plan has delivered a CAGR of 1.66% — -7.72 pp behind the Aggressive Hybrid Fund category average of 9.38%. The fund ranks #7 of 7 in its category — the bottom (Q4) quartile.

₹1 lakh invested in HDFC Hybrid Equity Fund - IDCW Plan exactly 10 years ago would be worth approximately ₹110,693 today — a multiplier of 1.11×, based on the 10-year CAGR of 1.02%. The category average over the same window would have grown ₹1 lakh to ₹242,484.

A ₹10,000 monthly SIP in HDFC Hybrid Equity Fund - IDCW Plan over the last 5 years — total invested ₹600,000 — would be worth ₹590,270 today. That's an XIRR (money-weighted annualised return) of -0.64%.

A ₹10,000 monthly SIP for 10 years in HDFC Hybrid Equity Fund - IDCW Plan = ₹1,200,000 invested. It would currently be worth ₹1,326,215 (multiplier 1.11×). XIRR: 1.97%. 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 Plan ranks #7 out of 7 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 9.38%; this fund delivered 1.66%.

The worst peak-to-trough decline HDFC Hybrid Equity Fund - IDCW Plan has experienced over the last 5-year window is 19.63% — 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 Plan averaged 0.65% (best 14.03%, worst -10.36%). 57% of rolling windows ended positive. The 5-year Sharpe ratio is -0.46 — negative risk-adjusted performance.

In calendar year 2025, HDFC Hybrid Equity Fund - IDCW Plan returned -0.54% — lagging the Aggressive Hybrid Fund category average of 4.25% by 4.80 pp. It ranked #9 of 9 in its category that year.

HDFC Hybrid Equity Fund - IDCW 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 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: 19.6%. 5-year CAGR: 1.66%.

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