HDFC Hybrid Equity Fund Direct Growth

Scheme code: INF179K01XZ1 NAV value: ₹ 120.6360 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year1.4328.5916.8922.06
3 year9.9348.3117.4916.61
5 year0.5924.1312.2713.59
7 year5.8520.4211.5212.75
10 year9.4218.5813.0314.07
12 year12.2113.8613.0714.58

Rolling return for 1 year

- Average return: 16.89% - Median return: 19.09% - Average standard deviation: 2.98

Rolling return for 3 year

- Average return: 17.49% - Median return: 16.36% - Average standard deviation: 1.61

Rolling return for 5 year

- Average return: 12.27% - Median return: 12.74% - Average standard deviation: 0.93

Rolling return for 7 year

- Average return: 11.52% - Median return: 11.57% - Average standard deviation: 0.75

Rolling return for 10 year

- Average return: 13.03% - Median return: 13.12% - Average standard deviation: 0.55

Rolling return for 12 year

- Average return: 13.07% - Median return: 13.08% - Average standard deviation: 0.37

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,73,12273,1226.10
3 year36,00,00045,74,2499,74,2498.31
5 year60,00,00085,40,03225,40,0327.32
7 year84,00,0001,29,91,70945,91,7096.43
10 year1,20,00,0002,38,48,8731,18,48,8737.11
12 year1,44,00,0003,23,14,5691,79,14,5696.97

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,73,122 - Absolute Returns: ₹73,122 - CAGR: 6.1%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,74,249 - Absolute Returns: ₹9,74,249 - CAGR: 8.31%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,40,032 - Absolute Returns: ₹25,40,032 - CAGR: 7.32%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,29,91,709 - Absolute Returns: ₹45,91,709 - CAGR: 6.43%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,38,48,873 - Absolute Returns: ₹1,18,48,873 - CAGR: 7.11%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,23,14,569 - Absolute Returns: ₹1,79,14,569 - CAGR: 6.97%