Jama - HDFC Hybrid Equity Fund


HDFC Hybrid Equity Fund


NAV : 101.867
(+0.09499999999999886
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)
AUM : ₹187 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.08%2.42%11.41%19.0%10.91%22.5%14.78%



NAV History



Expense Ratio Trends


Fund Details

An open ended hybrid scheme investing predominantly in equity and equity related instruments
NAV101.867
Launch Date31-12-2012
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio108.0%
Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,05,551₹1,05,389₹162
After 1 year₹1,18,999₹1,18,241₹759
After 3 years₹1,83,827₹1,80,355₹3,472
After 20 years₹57,90,678₹50,99,476₹6,91,202

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 22.5% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments. The Scheme will also invest in debt and money market instruments.
Fund Manager:
Chirag Setalvad