Jama - HDFC Hybrid Equity Fund


HDFC Hybrid Equity Fund


NAV : 89.099
(-0.3889999999999958
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)
AUM : ₹187 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.06%-0.09%2.82%7.13%12.1%29.65%11.05%



NAV History



Expense Ratio Trends


Fund Details

An open ended hybrid scheme investing predominantly in equity and equity related instruments
NAV89.099
Launch Date31-12-2012
Min (1st time)₹100
Min (later on)₹100
Min SIP₹500
Expense Ratio109.00000000000001%
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₹1,01,401₹1,01,236₹165
After 1 year₹1,07,129₹1,06,431₹698
After 3 years₹2,17,929₹2,13,807₹4,121
After 20 years₹1,80,06,542₹1,58,54,456₹21,52,086

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 29.65% 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:
Chirag Setalvad