HDFC Hybrid Equity Fund
Direct · Growth ₹120.99
12 Jun 2026
NAV
12.7%
3Y CAGR
12.4%
5Y CAGR
12.6%
10Y CAGR
12.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.84
Sharpe
-33.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.70 L | 16.0% | -48.6% | 112.8% |
| 3 Years | ₹36.00 L | ₹43.49 L | 12.2% | -18.2% | 28.2% |
| 5 Years | ₹60.00 L | ₹83.49 L | 12.2% | -7.2% | 20.8% |
| 7 Years | ₹84.00 L | ₹1.34 Cr | 12.4% | -1.0% | 17.6% |
| 10 Years | ₹1.20 Cr | ₹2.36 Cr | 13.0% | 10.0% | 14.9% |
| 12 Years | ₹1.44 Cr | ₹3.20 Cr | 12.5% | 10.0% | 14.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 16.0% | 15.3% |
| 3 Years | 12.2% | 14.5% |
| 5 Years | 12.2% | 14.4% |
| 7 Years | 12.4% | 14.1% |
| 10 Years | 13.0% | 14.1% |
| 12 Years | 12.5% | 13.8% |