HDFC Hybrid Equity Fund - Growth Option - Direct Plan
HDFC Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
1.01%
AUM
₹5151.09 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-36.14%
Poor
6 Months
-3.18%
Poor
1 Year
+5.45%
Below Average
3 Years
+11.32%
Below Average
5 Years
+13.41%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹5151.09 Cr
Recent Trend
Growing
Stability Score
5.7
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+1.10%
3Y
3Y CAGR
+37.35%
5Y
5Y CAGR
+78.03%
Growth Assessment: Stable
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
10.30%
Annualized standard deviation
Sharpe Ratio
1.065
Good - Risk-adjusted return
Max Drawdown
-11.30%
Moderate - Worst decline
Consistency
69.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.65%
Average daily price movement
Annualized Volatility
10.30%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance