Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | HDFC Hybrid Equity Fund Option HDFC Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 3.8/10 · Poor |
| Fund house | HDFC Mutual Fund |
| Category | Hybrid Scheme - Aggressive Hybrid Fund · other_equity |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹23.8K Cr |
| Morningstar | 3★ |
| Performance returns | |
| 1Y return | -2.07% |
| 3Y return (CAGR) | +9.67% |
| 5Y return (CAGR) | +11.74% |
| 10Y return (CAGR) | +11.54% |
| Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| Category avg 1Y | +8.12% |
| SIP returns | |
| SIP 1Y | -8.62% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 9.47% |
| Sharpe ratio (1Y) | -0.90 |
| Sharpe ratio (3Y) | 0.33 |
| Sortino ratio (1Y) | -0.87 |
| Max drawdown (1Y) | -12.59% |
| Category rank (1Y) | #7 of 7 |
| Quartile (1Y) | Q4 |
| Costs | |
| Expense ratio | 1.02% |
| Exit load | 0 - 1 Years : 1.0 % |
| Portfolio | |
| NAV | ₹118.05 |
| Min SIP | ₹100 |
| Min lump sum | ₹100 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |