Jama - HDFC Hybrid Equity Fund


HDFC Hybrid Equity Fund


NAV : 79.33
(-0.2079999999999984
arrow_downward
)
AUM : ₹16,867 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.06%-6.95%-4.92%2.62%23.8%11.31%8.75%



NAV History



Expense Ratio Trends


Fund Details

An open ended hybrid scheme investing predominantly in equity and equity related instruments
NAV79.33
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio110.00000000000001%
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 1 year₹1,02,616₹1,01,962₹654
After 3 years₹1,37,930₹1,35,362₹2,568
After 20 years₹8,53,199₹7,52,734₹1,00,465

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 : 11.31% 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