Mutual Funds
HDFC Hybrid Equity Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Category_INCA000043 		Total Net Assets (mil)
226,429.21 INR
Morningstar® Benchmark
CRISIL Hybrid 35+65 - Aggressive TR INR
Used throughout report
 Fund Benchmark
65% Nifty 50 TR INR, 35% Nifty Composite Debt Index TR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M 3.71 -1.25 4.39
6M 6.95 9.47 10.27
1Y 23.40 20.92 29.63
3Y* 14.56 17.06 14.69
5Y* 14.15 14.64 14.39
10Y* 15.19 13.87 14.25
*Annualised Return Data Through 14/03/2024
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2024 ----
2023 -1.158.892.916.29
2022 0.96 -6.11 8.495.86
2021 7.52 8.67 7.23 0.34
2020 -23.17 14.85 6.66 20.46
RISK MEASURES
3Y Alpha 1.42
3Y Beta 0.96
3Y R-Squared 88.22
3Y Info Ratio 0.38
3Y Tracking Error 3.15
3Y Sharpe Ratio 1.04
3Y Std Dev 9.14
3Y Risk bel avg
5Y Risk Avg
10Y Risk abv avg
Calculations use CRISIL Hybrid 35+65 - Aggressive TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 15 Mar 2024


© 2024 Morningstar. All Rights Reserved.

Disclaimer :
© 2024 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein: (1) include the proprietary information of Morningstar and Morningstar’s third party licensors; (2) may not be copied or redistributed except as specifically authorised;(3) do not constitute investment advice;(4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don’t make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.