HDFC Aggressive Hybrid Fund
Aggressive HybridVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹116.77+0.60%1 day
- Return since launch
- 12.1%
- 52-week range
- ₹105.90 — ₹121.43
- AUM
- ₹21,161 Cr
HDFC Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from HDFC Mutual Fund with ₹21,161 Cr under management, launched in 2005. Over three years it has returned 2.9% a year, against 11.0% for its category. The expense ratio is 1.71% and the SEBI riskometer reading is Very High.
Performance
HDFC Aggressive Hybrid Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -3.0% against +1.3% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.4% | +1.3 pts | 2.1% | 5.8% |
| 2Y | 1.6% | −3.5 pts | 5.1% | 4.7% |
| 3Y | 2.9% | −8.1 pts | 11.0% | 5.4% |
| 5Y | 6.6% | −2.3 pts | 9.0% | 8.7% |
| 7Y | 9.7% | −2.1 pts | 11.8% | 10.4% |
| 10Y | 9.9% | −1.3 pts | 11.2% | 10.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 7.1% | +1.9 pts | 5.3% | 5.7% |
| 3M | 0.8% | +1.1 pts | -0.3% | -0.1% |
| 6M | 5.0% | +0.6 pts | 4.3% | 4.2% |
| 1Y | -2.6% | −4.7 pts | 2.1% | 1.6% |
| 2Y | 1.2% | −2.4 pts | 3.6% | 3.3% |
| 3Y | 7.5% | −3.4 pts | 11.0% | 10.1% |
| 5Y | 7.5% | −1.5 pts | 9.0% | 8.0% |
| 7Y | 11.5% | −1.3 pts | 12.9% | 11.1% |
| 10Y | 9.8% | −1.4 pts | 11.2% | 9.9% |
Since launch (28 Feb 2005): 12.1%
Calendar-year returns
Category average13.4%
25.7%
8.9%
17.7%
12.8%
5.9%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 5.9% | −0.9 pts | 6.8% |
| 2024 | 12.8% | −5.6 pts | 18.4% |
| 2023 | 17.7% | −5.2 pts | 23.0% |
| 2022 | 8.9% | +5.2 pts | 3.7% |
| 2021 | 25.7% | −2.2 pts | 27.9% |
| 2020 | 13.4% | −2.5 pts | 15.9% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.72%
Expense ratio as on 4 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.40%
- Brokerage
- 0.02%
- Transaction charges
- 0.00%
- Statutory levies
- 0.30%
- Exit load
- Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 50 Hybrid Composite Debt 65:35
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 1.06 | 1.14 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.05 | 0.55 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.06 | 0.77 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 10.84 | 13.36 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
HDFC Aggressive Hybrid Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity73.5%
- Debt24.2%
- Other2.2%
Market cap split
- Large72.6%
- Mid6.9%
- Small20.6%
- P/E
- 20.01
- P/B
- 2.77
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 7.95% | ₹1,682 Cr | +13.48% | +12.98% | +14.92% |
| ICICI Bank Ltd. | Financial | 6.87% | ₹1,454 Cr | +7.19% | +6.63% | +7.33% |
| Reliance Industries Ltd. | Energy | 4.15% | ₹878 Cr | +4.28% | +4.55% | +4.08% |
| State Bank of India | Financial | 4.07% | ₹860 Cr | +11.56% | +15.44% | +16.24% |
| Kotak Mahindra Bank Ltd. | Financial | 3.45% | ₹730 Cr | +3.07% | +2.66% | +2.12% |
| Axis Bank Ltd. | Financial | 3.19% | ₹674 Cr | +3.31% | +2.81% | +0.02% |
| Bajaj Finance Ltd. | Financial | 2.20% | ₹464 Cr | +4.74% | +4.98% | +4.98% |
| Larsen & Toubro Ltd. | Construction | 2.14% | ₹454 Cr | +2.24% | +2.63% | +2.96% |
| Divi's Laboratories Ltd. | Healthcare | 2.09% | ₹442 Cr | +1.47% | +1.40% | — |
| Maruti Suzuki India Ltd. | Automobile | 2.03% | ₹429 Cr | +1.89% | +1.73% | +1.33% |
| Bharti Airtel Ltd. | Communication | 1.99% | ₹422 Cr | +1.99% | +2.01% | +3.35% |
| Infosys Ltd. | Technology | 1.88% | ₹398 Cr | +2.15% | +2.98% | +3.20% |
| Eternal Ltd. | Services | 1.77% | ₹375 Cr | +1.42% | +0.91% | +0.68% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 1.48% | ₹313 Cr | +1.53% | +1.23% | +1.21% |
| Interglobe Aviation Ltd. | Services | 1.41% | ₹299 Cr | +1.44% | +0.93% | — |
| Eris Lifesciences Ltd. | Healthcare | 1.39% | ₹293 Cr | +1.58% | +1.50% | +1.62% |
| NTPC Ltd. | Energy | 1.37% | ₹290 Cr | +1.44% | +1.48% | — |
| SKF India (Industrial) Ltd. | Capital Goods | 1.23% | ₹261 Cr | +1.22% | +0.92% | — |
| Hyundai Motor India Ltd. | Automobile | 1.20% | ₹254 Cr | +1.06% | +1.04% | +0.33% |
| Muthoot Finance Ltd. | Financial | 1.19% | ₹250 Cr | +0.44% | +0.48% | +0.42% |
| Others | Others | 1.16% | ₹251 Cr | +1.76% | +1.86% | +1.22% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.15% | ₹244 Cr | +0.92% | +0.96% | +0.86% |
| ITC Ltd. | Consumer Staples | 1.12% | ₹236 Cr | +1.15% | +2.16% | +2.75% |
| HDFC Life Insurance Co Ltd. | Insurance | 1.10% | ₹232 Cr | +1.03% | +0.97% | +0.82% |
| Alkem Laboratories Ltd. | Healthcare | 1.07% | ₹227 Cr | +1.00% | +1.00% | — |
| CPSE ETF-Growth | Unclassified | 1.07% | ₹226 Cr | +1.08% | +1.17% | — |
| Tata Consultancy Services Ltd. | Technology | 1.07% | ₹226 Cr | +1.00% | +1.22% | +1.20% |
| National Bank For Financing Infrastructure And Development | Financial | 1.03% | ₹218 Cr | +1.78% | +1.86% | +1.68% |
| Indian Railway Finance Corporation Ltd. | Financial | 0.98% | ₹208 Cr | +0.92% | +0.92% | +0.84% |
| Zensar Technologies Ltd. | Technology | 0.97% | ₹205 Cr | +1.06% | +1.35% | +1.77% |
| Godrej Consumer Products Ltd. | Consumer Staples | 0.96% | ₹202 Cr | +0.90% | +0.65% | +0.91% |
| 360 ONE Wealth Ltd. | Financial | 0.95% | ₹200 Cr | +0.44% | — | — |
| Havells India Ltd. | Capital Goods | 0.92% | ₹195 Cr | +0.93% | +0.98% | +0.81% |
| SBI Life Insurance Company Ltd. | Insurance | 0.88% | ₹187 Cr | +0.79% | — | — |
| United Spirits Ltd. | Consumer Staples | 0.86% | ₹183 Cr | +0.94% | +0.89% | +1.33% |
| GMM Pfaudler Ltd. | Capital Goods | 0.84% | ₹179 Cr | +0.43% | +0.45% | +0.54% |
| Brookfield India Real Estate Trust REIT | Construction | 0.79% | ₹168 Cr | +0.74% | +0.76% | +0.93% |
| Power Grid Corporation Of India Ltd. | Energy | 0.78% | ₹165 Cr | +0.62% | +0.66% | +0.64% |
| Bajaj Auto Ltd. | Automobile | 0.77% | ₹163 Cr | +0.87% | +0.83% | +0.65% |
| Tata Power Company Ltd. | Energy | 0.73% | ₹154 Cr | +0.69% | +0.73% | +0.66% |
| SKF India Ltd. | Capital Goods | 0.71% | ₹151 Cr | +0.75% | +0.66% | +1.85% |
| HDFC Nifty 50 ETF-IDCW | Unclassified | 0.69% | ₹146 Cr | +1.55% | +1.52% | +1.47% |
| JK Tyre & Industries Ltd. | Automobile | 0.66% | ₹139 Cr | +0.71% | +0.75% | +0.63% |
| Balkrishna Industries Ltd. | Automobile | 0.65% | ₹138 Cr | +0.63% | +0.64% | — |
| Kalpataru Projects International Ltd. | Capital Goods | 0.65% | ₹138 Cr | +0.61% | +0.53% | +0.55% |
| Chalet Hotels Ltd. | Services | 0.64% | ₹136 Cr | +0.58% | +0.53% | — |
| The Ramco Cements Ltd. | Materials | 0.64% | ₹135 Cr | +0.67% | +0.69% | — |
| Metropolis Healthcare Ltd. | Healthcare | 0.63% | ₹133 Cr | +0.59% | +0.50% | +0.52% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.60% | ₹127 Cr | — | — | — |
| Tata Motors Ltd. | Automobile | 0.60% | ₹126 Cr | +0.57% | — | — |
| L&T Finance Ltd. | Financial | 0.58% | ₹123 Cr | +0.67% | +0.70% | +0.62% |
| Britannia Industries Ltd. | Consumer Staples | 0.57% | ₹121 Cr | — | — | — |
| Blue Dart Express Ltd. | Services | 0.56% | ₹119 Cr | +0.56% | +0.57% | +0.47% |
| Dabur India Ltd. | Consumer Staples | 0.54% | ₹114 Cr | +0.57% | +0.58% | +0.75% |
| Jubilant FoodWorks Ltd. | Services | 0.54% | ₹114 Cr | +0.47% | — | — |
| GOI | Sovereign | 0.51% | ₹108 Cr | +0.86% | +0.88% | +0.82% |
| MM Forgings Ltd. | Metals & Mining | 0.51% | ₹108 Cr | +0.37% | +0.31% | +0.23% |
| Mahanagar Telephone Nigam Ltd. | Communication | 0.47% | ₹99.62 Cr | +0.45% | +0.47% | +0.42% |
| Motilal Oswal Financial Services Ltd. | Financial | 0.47% | ₹100 Cr | — | — | — |
| PNC Infratech Ltd. | Construction | 0.46% | ₹97.99 Cr | +0.75% | +0.55% | +0.90% |
| Atul Ltd. | Chemicals | 0.45% | ₹95.25 Cr | — | — | — |
| JSW Dulux Ltd. | Materials | 0.44% | ₹92.37 Cr | +0.43% | +0.40% | +0.24% |
| National Bank For Agriculture & Rural Development | Financial | 0.44% | ₹93.20 Cr | +0.43% | +0.12% | +0.11% |
| Hindustan Petroleum Corporation Ltd. | Energy | 0.41% | ₹87.59 Cr | +0.55% | +0.79% | +1.68% |
| Indiamart Intermesh Ltd. | Services | 0.38% | ₹81.45 Cr | — | — | — |
| Torrent Power Ltd. | Energy | 0.35% | ₹74.73 Cr | +0.34% | — | — |
| Redington Ltd. | Services | 0.34% | ₹71.81 Cr | +0.99% | +1.32% | +1.67% |
| Sharda Cropchem Ltd. | Chemicals | 0.34% | ₹72.35 Cr | +0.39% | +0.38% | +0.29% |
| CIE Automotive India Ltd. | Metals & Mining | 0.33% | ₹69.83 Cr | +0.37% | +0.38% | +0.30% |
| Gujarat State | Construction | 0.33% | ₹69.59 Cr | +0.32% | +0.33% | +0.30% |
| Jharkhand State | Others | 0.33% | ₹69.09 Cr | +0.32% | +0.33% | +0.30% |
| KEC International Ltd. | Capital Goods | 0.30% | ₹62.93 Cr | +0.47% | +0.83% | +1.31% |
| PB Fintech Ltd. | Services | 0.30% | ₹63.83 Cr | — | — | — |
| Powergrid Infrastructure Investment Trust | Services | 0.29% | ₹60.80 Cr | +0.25% | +0.25% | +0.23% |
| Mahindra Holidays & Resorts India Ltd. | Services | 0.28% | ₹60.08 Cr | +0.36% | +0.48% | +0.91% |
| Power Finance Corporation Ltd. | Financial | 0.27% | ₹57.29 Cr | +0.46% | +0.46% | +0.40% |
| Vardhman Textiles Ltd. | Textiles | 0.27% | ₹56.15 Cr | +0.37% | +0.61% | +0.62% |
| Chhattisgarh State | Others | 0.24% | ₹50.00 Cr | +0.23% | +0.24% | +0.21% |
| LIC Housing Finance Ltd. | Financial | 0.18% | ₹37.85 Cr | +0.12% | +0.12% | +0.84% |
| Info Edge (India) Ltd. | Services | 0.16% | ₹34.05 Cr | — | — | — |
| Bihar State | Others | 0.12% | ₹24.53 Cr | +0.11% | +0.12% | — |
| HDB Financial Services Ltd. | Financial | 0.12% | ₹25.03 Cr | +0.11% | +0.61% | +0.61% |
| Indian Oil Corporation Ltd. | Energy | 0.12% | ₹24.80 Cr | +0.11% | +0.12% | +0.11% |
| Jio Credit Ltd. | Financial | 0.12% | ₹24.55 Cr | +0.11% | +0.12% | +0.10% |
| Nuclear Power Corpn. Of India Ltd. | Energy | 0.12% | ₹24.77 Cr | +0.11% | +0.12% | +0.11% |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.12% | ₹25.03 Cr | +0.23% | +0.23% | +0.21% |
| Tata Capital Ltd. | Financial | 0.12% | ₹24.96 Cr | — | — | — |
| Uttarakhand State | Others | 0.12% | ₹24.59 Cr | +0.11% | — | — |
| Andhra Pradesh State | Financial | 0.11% | ₹23.81 Cr | +0.11% | +0.11% | +0.10% |
| Maharashtra State | Others | 0.11% | ₹23.42 Cr | +0.11% | +0.11% | +0.10% |
| Rajasthan State | Others | 0.09% | ₹20.10 Cr | +0.09% | +0.09% | +0.09% |
| Jagran Prakashan Ltd. | Consumer Staples | 0.07% | ₹15.28 Cr | +0.07% | +0.07% | +0.07% |
| REC Ltd. | Financial | 0.07% | ₹14.99 Cr | +0.07% | +0.07% | +0.10% |
| Haryana State | Others | 0.05% | ₹9.80 Cr | +0.11% | +0.11% | — |
| Madhya Pradesh State | Others | 0.05% | ₹9.77 Cr | +0.04% | +0.05% | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| HDFC Bank Ltd. | 0.90% | 7.01% | +6.11% |
| HDFC Nifty 50 ETF-IDCW | 1.57% | 0.69% | -0.88% |
| Sun Pharmaceutical Industries Ltd. | 0.00% | 0.60% | +0.60% |
| Britannia Industries Ltd. | 0.00% | 0.57% | +0.57% |
| Redington Ltd. | 0.83% | 0.34% | -0.49% |
| Motilal Oswal Financial Services Ltd. | 0.00% | 0.47% | +0.47% |
| Atul Ltd. | 0.00% | 0.45% | +0.45% |
| Gland Pharma Ltd. | 0.45% | 0.00% | -0.45% |
| Indiamart Intermesh Ltd. | 0.00% | 0.38% | +0.38% |
| company:6306 | 0.35% | 0.00% | -0.35% |
| ICICI Bank Ltd. | 7.17% | 6.87% | -0.30% |
| GMM Pfaudler Ltd. | 0.57% | 0.84% | +0.27% |
| Cholamandalam Investment and Finance Company Ltd. | 0.45% | 0.68% | +0.23% |
| Maruti Suzuki India Ltd. | 1.82% | 2.03% | +0.21% |
| PB Fintech Ltd. | 0.50% | 0.30% | -0.20% |
| Kotak Mahindra Bank Ltd. | 3.29% | 3.45% | +0.16% |
| Info Edge (India) Ltd. | 0.00% | 0.16% | +0.16% |
| PNC Infratech Ltd. | 0.62% | 0.46% | -0.16% |
| Godrej Consumer Products Ltd. | 0.81% | 0.96% | +0.15% |
| Infosys Ltd. | 2.03% | 1.88% | -0.15% |
| State Bank of India | 3.00% | 2.86% | -0.14% |
| HDFC Life Insurance Co Ltd. | 0.97% | 1.10% | +0.13% |
| HCL Technologies Ltd. | 0.12% | 0.00% | -0.12% |
| Alkem Laboratories Ltd. | 0.96% | 1.07% | +0.11% |
| Tata Consultancy Services Ltd. | 1.18% | 1.07% | -0.11% |
| Small Industries Devp. Bank of India Ltd. | 0.22% | 0.12% | -0.10% |
| ITC Ltd. | 1.03% | 1.12% | +0.09% |
| Reliance Industries Ltd. | 4.24% | 4.15% | -0.09% |
| Havells India Ltd. | 1.00% | 0.92% | -0.08% |
| Others | 0.72% | 0.65% | -0.07% |
| Divi's Laboratories Ltd. | 2.02% | 2.09% | +0.07% |
| Bajaj Finance Ltd. | 1.56% | 1.62% | +0.06% |
| Krishna Institute of Medical Sciences Ltd | 1.42% | 1.48% | +0.06% |
| Haryana State | 0.11% | 0.05% | -0.06% |
| Muthoot Finance Ltd. | 0.89% | 0.95% | +0.06% |
| NTPC Ltd. | 1.32% | 1.37% | +0.05% |
| Bajaj Auto Ltd. | 0.82% | 0.77% | -0.05% |
| Larsen & Toubro Ltd. | 2.19% | 2.14% | -0.05% |
| Bharti Airtel Ltd. | 1.95% | 1.99% | +0.04% |
| Eris Lifesciences Ltd. | 1.43% | 1.39% | -0.04% |
| Hyundai Motor India Ltd. | 1.24% | 1.20% | -0.04% |
| National Bank For Financing Infrastructure And Development | 0.88% | 0.92% | +0.04% |
| Tata Power Company Ltd. | 0.69% | 0.73% | +0.04% |
| United Spirits Ltd. | 0.90% | 0.86% | -0.04% |
| 360 ONE Wealth Ltd. | 0.67% | 0.71% | +0.04% |
| CPSE ETF-Growth | 1.04% | 1.07% | +0.03% |
| Dabur India Ltd. | 0.51% | 0.54% | +0.03% |
| SKF India (Industrial) Ltd. | 1.26% | 1.23% | -0.03% |
| Tata Motors Ltd. | 0.63% | 0.60% | -0.03% |
| Zensar Technologies Ltd. | 1.00% | 0.97% | -0.03% |
| L&T Finance Ltd. | 0.55% | 0.58% | +0.03% |
| Axis Bank Ltd. | 3.21% | 3.19% | -0.02% |
| Brookfield India Real Estate Trust REIT | 0.77% | 0.79% | +0.02% |
| GOI | 0.42% | 0.44% | +0.02% |
| JK Tyre & Industries Ltd. | 0.68% | 0.66% | -0.02% |
| Jharkhand State | 0.31% | 0.33% | +0.02% |
| Jubilant FoodWorks Ltd. | 0.56% | 0.54% | -0.02% |
| Kalpataru Projects International Ltd. | 0.63% | 0.65% | +0.02% |
| MM Forgings Ltd. | 0.53% | 0.51% | -0.02% |
| Power Grid Corporation Of India Ltd. | 0.29% | 0.31% | +0.02% |
| SBI Life Insurance Company Ltd. | 0.86% | 0.88% | +0.02% |
| Indian Railway Finance Corporation Ltd. | 0.22% | 0.24% | +0.02% |
| Mahanagar Telephone Nigam Ltd. | 0.45% | 0.47% | +0.02% |
| Powergrid Infrastructure Investment Trust | 0.27% | 0.29% | +0.02% |
| Vardhman Textiles Ltd. | 0.29% | 0.27% | -0.02% |
| Balkrishna Industries Ltd. | 0.66% | 0.65% | -0.01% |
| CIE Automotive India Ltd. | 0.32% | 0.33% | +0.01% |
| Chalet Hotels Ltd. | 0.65% | 0.64% | -0.01% |
| Gujarat State | 0.32% | 0.33% | +0.01% |
| JSW Dulux Ltd. | 0.43% | 0.44% | +0.01% |
| KEC International Ltd. | 0.31% | 0.30% | -0.01% |
| Metropolis Healthcare Ltd. | 0.64% | 0.63% | -0.01% |
| National Bank For Agriculture & Rural Development | 0.43% | 0.44% | +0.01% |
| Power Finance Corporation Ltd. | 0.22% | 0.23% | +0.01% |
| SKF India Ltd. | 0.70% | 0.71% | +0.01% |
| The Ramco Cements Ltd. | 0.63% | 0.64% | +0.01% |
| Madhya Pradesh State | 0.04% | 0.05% | +0.01% |
| Bihar State | 0.11% | 0.12% | +0.01% |
| HDB Financial Services Ltd. | 0.11% | 0.12% | +0.01% |
| Indian Oil Corporation Ltd. | 0.11% | 0.12% | +0.01% |
| Jio Credit Ltd. | 0.11% | 0.12% | +0.01% |
| Nuclear Power Corpn. Of India Ltd. | 0.11% | 0.12% | +0.01% |
| Tata Capital Ltd. | 0.11% | 0.12% | +0.01% |
| Uttarakhand State | 0.11% | 0.12% | +0.01% |
| Chhattisgarh State | 0.23% | 0.24% | +0.01% |
| Mahindra Holidays & Resorts India Ltd. | 0.29% | 0.28% | -0.01% |
| Torrent Power Ltd. | 0.34% | 0.35% | +0.01% |
| Blue Dart Express Ltd. | 0.57% | 0.56% | -0.01% |
| Andhra Pradesh State | 0.11% | 0.11% | 0.00% |
| Eternal Ltd. | 1.77% | 1.77% | 0.00% |
| Hindustan Petroleum Corporation Ltd. | 0.41% | 0.41% | 0.00% |
| Interglobe Aviation Ltd. | 1.41% | 1.41% | 0.00% |
| Jagran Prakashan Ltd. | 0.07% | 0.07% | 0.00% |
| LIC Housing Finance Ltd. | 0.06% | 0.06% | 0.00% |
| Maharashtra State | 0.11% | 0.11% | 0.00% |
| REC Ltd. | 0.07% | 0.07% | 0.00% |
| Rajasthan State | 0.09% | 0.09% | 0.00% |
| Sharda Cropchem Ltd. | 0.34% | 0.34% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹13,199 Cr | 2.04% | 9.2% | 8.4% | 12.2% |
 ICICI Prudential Aggressive Hybrid Fund | ₹50,087 Cr | 1.59% | 4.1% | 6.8% | 12.1% |
| ICICI Prudential Aggressive Hybrid Active FoF | ₹8,894 Cr | 1.50% | 6.7% | 7.2% | 12.1% |
 Bandhan Aggressive Hybrid Fund | ₹2,663 Cr | 2.25% | 12.6% | 10.8% | 12.5% |
 Bank of India Aggressive Hybrid Fund | ₹2,242 Cr | 2.24% | 10.8% | 8.9% | 13.6% |
 Quant Aggressive Hybrid Fund | ₹2,108 Cr | 2.60% | 11.9% | 8.4% | 10.9% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
Fund managers
- Amar KalkundrikarMr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.Prior to joining HDFC Asset Management Company Limited, he has worked with Nippon India Mutual Fund, and HDFC AMC. He worked with multiple roles at HDFC MF.
- Anupam JoshiMr. Joshi is a PGDM in Business Management.Prior to joining HDFC Mutual Fund he has worked with IDFC AMC, Principal Asset Management Company and ICAP India Pvt. Ltd.
- Bhagyesh KagalkarMr. Kagalkar is a B.E. (Production) and MMS (Finance)Prior to joining HDFC Asset Management Company Limited, he has worked with Dolat Capital Markets Ltd., India Infoline Ltd., Sun Engineering Ltd., Al Ahlia Portfolio Securities Co., IIT Investrust.
- Ihab DalwaiMr. Dalwai is a Chartered Accountant.Prior to joining the HDFC AMC, he was associated with ICICI Prudential AMC.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months4.97% absolute | ₹60,000 | ₹62,982 | 4.97% | |
| 1 year−2.62% annualised | ₹1,20,000 | ₹1,18,311 | −1.41% | |
| 3 years7.54% annualised | ₹3,60,000 | ₹4,05,085 | 12.52% | |
| 5 years7.48% annualised | ₹6,00,000 | ₹7,29,413 | 21.57% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of HDFC Aggressive Hybrid Fund?
The NAV of HDFC Aggressive Hybrid Fund is ₹116.77 as on 9 Nov 2026.
What is the expense ratio of HDFC Aggressive Hybrid Fund?
The expense ratio of HDFC Aggressive Hybrid Fund is 1.71% per year.
What is the minimum SIP amount for HDFC Aggressive Hybrid Fund?
You can start a SIP in HDFC Aggressive Hybrid Fund with ₹3,000 a month.
What returns has HDFC Aggressive Hybrid Fund given?
HDFC Aggressive Hybrid Fund has returned 3.4% over 1 year, 2.9% over 3 years and 6.6% over 5 years (annualised).
Is there a lock-in or exit load on HDFC Aggressive Hybrid Fund?
Lock-in: None. Exit load: Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year..
How risky is HDFC Aggressive Hybrid Fund?
HDFC Aggressive Hybrid Fund is rated Very High on the SEBI riskometer and belongs to the Aggressive Hybrid category.
Which fund house manages HDFC Aggressive Hybrid Fund?
HDFC Aggressive Hybrid Fund is managed by HDFC Mutual Fund, which runs 86 schemes with ₹9,96,954 Cr under management.