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Jama - HDFC Hybrid Equity Fund


HDFC Hybrid Equity Fund

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Hybrid-Aggressive
NAV : 86.961
(+0.06499999999999773arrow_upward)
AUM : ₹16,867 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.59%-1.64%6.2%29.26%19.23%15.71%13.63%



NAV History



Expense Ratio Trends


Fund Details

An open ended hybrid scheme investing predominantly in equity and equity related instruments
NAV86.961
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio2.5700000000000003%
Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,03,052₹1,02,890₹162
After 1 year₹1,29,260₹1,28,447₹814
After 3 years₹1,54,929₹1,51,981₹2,948
After 20 years₹18,51,629₹16,29,017₹2,22,611

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 15.71% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments. The Scheme will also invest in debt and money market instruments.
Fund Manager:
Mr. Chirag Setalvad, Amar Kalkundrikar