Aeterna Wealth
Aggressive Hybrid · Regular plan · Growth

HDFC Aggressive Hybrid Fund (Regular)

HDFC Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 20.6 years old · AMFI code 102948

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

C
Track-record rating: 21 of 28 in Aggressive Hybrid

C (bottom 30%), score 32.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.4%3.8%-0.4%9 / 28
1 year-3.1%1.1%-4.1%26 / 28
3 years (a year)7.3%9.1%-1.7%23 / 28
5 years (a year)7.4%7.5%-0.1%15 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y10.1%
Max fall, 5Y-12.8%
Up capture, 3Y106
Down capture, 3Y129
Information ratio, 3Y-0.57
Jensen's alpha, 3Y-1.9%
Beta, 3Y1.09
Sharpe, 3Y0.08

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HDFC Aggressive Hybrid Fund (Regular plan)?

₹116.07 on 6 Nov 2026 (Growth option).

What is the expense ratio of HDFC Aggressive Hybrid Fund (Regular)?

1.72% a year; the Direct plan's is 1.13%.

What return has HDFC Aggressive Hybrid Fund given over 3 years?

7.3% a year (Regular plan) over the 3 years to 6 Nov 2026, against 9.1% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is HDFC Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is HDFC Aggressive Hybrid Fund rated?

C: 21 of 28 Regular plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HDFC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.