SIP with Annual Increase

Submit
Scheme SIP Investment Cost SIP Value as on 07-05-2026 Growth Amount Enhanced Growth Amount Enhanced Growth (%)
HDFC Hybrid Equity Fund - Growth Plan with 0.0% yearly Enhancement with .00% yearly enhancement 360000.00 615834.77 255834.77 - -%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
07-06-2016 39.1116 76.7 76.7 3,000 3,000 3,000
07-07-2016 39.9235 75.14 151.85 3,000 6,000 6,062
07-08-2016 41.3873 72.49 224.33 3,000 9,000 9,285
07-09-2016 43.0014 69.77 294.1 3,000 12,000 12,647
07-10-2016 43.3195 69.25 363.35 3,000 15,000 15,740
07-11-2016 42.486 70.61 433.96 3,000 18,000 18,437
07-12-2016 41.6671 72 505.96 3,000 21,000 21,082
07-01-2017 41.9807 71.46 577.42 3,000 24,000 24,241
07-02-2017 44.1638 67.93 645.35 3,000 27,000 28,501
07-03-2017 44.2823 67.75 713.1 3,000 30,000 31,578
07-04-2017 45.8384 65.45 778.55 3,000 33,000 35,687
07-05-2017 46.766 64.15 842.7 3,000 36,000 39,410
07-06-2017 48.1159 62.35 905.05 3,000 39,000 43,547
07-07-2017 48.8215 61.45 966.49 3,000 42,000 47,186
07-08-2017 50.2115 59.75 1,026.24 3,000 45,000 51,529
07-09-2017 49.6184 60.46 1,086.7 3,000 48,000 53,920
07-10-2017 49.5588 60.53 1,147.24 3,000 51,000 56,856
07-11-2017 51.6561 58.08 1,205.31 3,000 54,000 62,262
07-12-2017 51.4011 58.36 1,263.68 3,000 57,000 64,954
07-01-2018 53.1733 56.42 1,320.1 3,000 60,000 70,194
07-02-2018 51.9429 57.76 1,377.85 3,000 63,000 71,570
07-03-2018 50.7366 59.13 1,436.98 3,000 66,000 72,908
07-04-2018 51.8931 57.81 1,494.79 3,000 69,000 77,569
07-05-2018 52.2157 57.45 1,552.25 3,000 72,000 81,052
07-06-2018 51.238 58.55 1,610.8 3,000 75,000 82,534
09-07-2018 50.853 58.99 1,669.79 3,000 78,000 84,914
07-08-2018 52.533 57.11 1,726.9 3,000 81,000 90,719
07-09-2018 52.879 56.73 1,783.63 3,000 84,000 94,317
08-10-2018 48.288 62.13 1,845.76 3,000 87,000 89,128
09-11-2018 50.244 59.71 1,905.47 3,000 90,000 95,738
07-12-2018 50.442 59.47 1,964.94 3,000 93,000 99,116
07-01-2019 51.218 58.57 2,023.51 3,000 96,000 103,640
07-02-2019 51.161 58.64 2,082.15 3,000 99,000 106,525
07-03-2019 51.976 57.72 2,139.87 3,000 102,000 111,222
08-04-2019 54.181 55.37 2,195.24 3,000 105,000 118,940
07-05-2019 53.131 56.46 2,251.71 3,000 108,000 119,635
07-06-2019 54.729 54.82 2,306.52 3,000 111,000 126,234
08-07-2019 54.242 55.31 2,361.83 3,000 114,000 128,110
07-08-2019 51.706 58.02 2,419.85 3,000 117,000 125,121
09-09-2019 52.073 57.61 2,477.46 3,000 120,000 129,009
07-10-2019 52.034 57.65 2,535.12 3,000 123,000 131,912
07-11-2019 54.572 54.97 2,590.09 3,000 126,000 141,346
09-12-2019 54.411 55.14 2,645.22 3,000 129,000 143,929
07-01-2020 54.969 54.58 2,699.8 3,000 132,000 148,405
07-02-2020 55.664 53.89 2,753.7 3,000 135,000 153,282
09-03-2020 50.007 59.99 2,813.69 3,000 138,000 140,704
07-04-2020 42.744 70.19 2,883.87 3,000 141,000 123,268
07-05-2020 44.794 66.97 2,950.85 3,000 144,000 132,180
08-06-2020 48.034 62.46 3,013.3 3,000 147,000 144,741
07-07-2020 50.538 59.36 3,072.66 3,000 150,000 155,286
07-08-2020 51.735 57.99 3,130.65 3,000 153,000 161,964
07-09-2020 52.766 56.85 3,187.51 3,000 156,000 168,192
07-10-2020 53.453 56.12 3,243.63 3,000 159,000 173,382
09-11-2020 56.524 53.07 3,296.7 3,000 162,000 186,343
07-12-2020 60.696 49.43 3,346.13 3,000 165,000 203,097
07-01-2021 63.957 46.91 3,393.04 3,000 168,000 217,008
08-02-2021 68.647 43.7 3,436.74 3,000 171,000 235,922
08-03-2021 68.626 43.72 3,480.45 3,000 174,000 238,850
07-04-2021 67.702 44.31 3,524.77 3,000 177,000 238,634
07-05-2021 68.38 43.87 3,568.64 3,000 180,000 244,024
07-06-2021 72.678 41.28 3,609.92 3,000 183,000 262,362
07-07-2021 74.287 40.38 3,650.3 3,000 186,000 271,170
09-08-2021 75.435 39.77 3,690.07 3,000 189,000 278,360
07-09-2021 77.566 38.68 3,728.75 3,000 192,000 289,224
07-10-2021 79.027 37.96 3,766.71 3,000 195,000 297,672
08-11-2021 81.205 36.94 3,803.65 3,000 198,000 308,876
07-12-2021 78.299 38.31 3,841.97 3,000 201,000 300,822
07-01-2022 80.054 37.47 3,879.44 3,000 204,000 310,565
07-02-2022 79.665 37.66 3,917.1 3,000 207,000 312,056
07-03-2022 74.604 40.21 3,957.31 3,000 210,000 295,231
07-04-2022 80.967 37.05 3,994.36 3,000 213,000 323,412
09-05-2022 76.16 39.39 4,033.75 3,000 216,000 307,211
07-06-2022 76.44 39.25 4,073 3,000 219,000 311,340
07-07-2022 76.214 39.36 4,112.36 3,000 222,000 313,420
08-08-2022 80.963 37.05 4,149.42 3,000 225,000 335,949
07-09-2022 82.818 36.22 4,185.64 3,000 228,000 346,646
07-10-2022 81.952 36.61 4,222.25 3,000 231,000 346,022
07-11-2022 85.116 35.25 4,257.49 3,000 234,000 362,381
07-12-2022 86.801 34.56 4,292.06 3,000 237,000 372,555
09-01-2023 85.99 34.89 4,326.94 3,000 240,000 372,074
07-02-2023 85.151 35.23 4,362.18 3,000 243,000 371,444
08-03-2023 85.585 35.05 4,397.23 3,000 246,000 376,337
10-04-2023 85.664 35.02 4,432.25 3,000 249,000 379,684
08-05-2023 88.253 33.99 4,466.24 3,000 252,000 394,159
07-06-2023 90.745 33.06 4,499.3 3,000 255,000 408,289
07-07-2023 93.052 32.24 4,531.54 3,000 258,000 421,669
07-08-2023 93.828 31.97 4,563.52 3,000 261,000 428,185
07-09-2023 95.342 31.47 4,594.98 3,000 264,000 438,095
09-10-2023 94.637 31.7 4,626.68 3,000 267,000 437,855
07-11-2023 93.647 32.04 4,658.72 3,000 270,000 436,275
07-12-2023 98.516 30.45 4,689.17 3,000 273,000 461,958
08-01-2024 100.785 29.77 4,718.93 3,000 276,000 475,598
07-02-2024 102.716 29.21 4,748.14 3,000 279,000 487,710
07-03-2024 104.887 28.6 4,776.74 3,000 282,000 501,018
08-04-2024 105.469 28.44 4,805.19 3,000 285,000 506,798
07-05-2024 105.335 28.48 4,833.67 3,000 288,000 509,154
07-06-2024 109.736 27.34 4,861.01 3,000 291,000 533,427
08-07-2024 113.935 26.33 4,887.34 3,000 294,000 556,839
07-08-2024 113.183 26.51 4,913.84 3,000 297,000 556,163
09-09-2024 115.885 25.89 4,939.73 3,000 300,000 572,441
07-10-2024 114.155 26.28 4,966.01 3,000 303,000 566,895
07-11-2024 114.418 26.22 4,992.23 3,000 306,000 571,201
09-12-2024 116.926 25.66 5,017.89 3,000 309,000 586,722
07-01-2025 113.64 26.4 5,044.29 3,000 312,000 573,233
07-02-2025 111.887 26.81 5,071.1 3,000 315,000 567,390
07-03-2025 107.85 27.82 5,098.92 3,000 318,000 549,918
07-04-2025 107.586 27.88 5,126.8 3,000 321,000 551,572
07-05-2025 115.095 26.07 5,152.87 3,000 324,000 593,069
09-06-2025 119.152 25.18 5,178.04 3,000 327,000 616,974
07-07-2025 120.527 24.89 5,202.93 3,000 330,000 627,094
07-08-2025 117.292 25.58 5,228.51 3,000 333,000 613,263
08-09-2025 117.135 25.61 5,254.12 3,000 336,000 615,442
07-10-2025 118.592 25.3 5,279.42 3,000 339,000 626,097
07-11-2025 119.738 25.05 5,304.48 3,000 342,000 635,147
08-12-2025 120.242 24.95 5,329.42 3,000 345,000 640,821
07-01-2026 120.609 24.87 5,354.3 3,000 348,000 645,777
09-02-2026 119.597 25.08 5,379.38 3,000 351,000 643,358
09-03-2026 112.828 26.59 5,405.97 3,000 354,000 609,945
07-04-2026 108.558 27.63 5,433.61 3,000 357,000 589,861
07-05-2026 112.786 26.6 5,460.21 3,000 360,000 615,835
HDFC Hybrid Equity Fund - Growth Plan with 5.0% yearly Enhancement with 5.00% yearly enhancement 452804.13 739620.84 286816.71 123786.07 20.10%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
07-06-2016 39.1116 76.7 76.7 3,000 3,000 3,000
07-07-2016 39.9235 75.14 151.85 3,000 6,000 6,062
07-08-2016 41.3873 72.49 224.33 3,000 9,000 9,285
07-09-2016 43.0014 69.77 294.1 3,000 12,000 12,647
07-10-2016 43.3195 69.25 363.35 3,000 15,000 15,740
07-11-2016 42.486 70.61 433.96 3,000 18,000 18,437
07-12-2016 41.6671 72 505.96 3,000 21,000 21,082
07-01-2017 41.9807 71.46 577.42 3,000 24,000 24,241
07-02-2017 44.1638 67.93 645.35 3,000 27,000 28,501
07-03-2017 44.2823 67.75 713.1 3,000 30,000 31,578
07-04-2017 45.8384 65.45 778.55 3,000 33,000 35,687
07-05-2017 46.766 64.15 842.7 3,000 36,000 39,410
07-06-2017 48.1159 65.47 908.16 3,150 39,150 43,697
07-07-2017 48.8215 64.52 972.68 3,150 42,300 47,488
07-08-2017 50.2115 62.73 1,035.42 3,150 45,450 51,990
07-09-2017 49.6184 63.48 1,098.9 3,150 48,600 54,526
07-10-2017 49.5588 63.56 1,162.46 3,150 51,750 57,610
07-11-2017 51.6561 60.98 1,223.44 3,150 54,900 63,198
07-12-2017 51.4011 61.28 1,284.73 3,150 58,050 66,036
07-01-2018 53.1733 59.24 1,343.97 3,150 61,200 71,463
07-02-2018 51.9429 60.64 1,404.61 3,150 64,350 72,960
07-03-2018 50.7366 62.09 1,466.7 3,150 67,500 74,415
07-04-2018 51.8931 60.7 1,527.4 3,150 70,650 79,261
07-05-2018 52.2157 60.33 1,587.72 3,150 73,800 82,904
07-06-2018 51.238 64.55 1,652.28 3,308 77,108 84,659
09-07-2018 50.853 65.04 1,717.32 3,308 80,415 87,331
07-08-2018 52.533 62.96 1,780.28 3,308 83,722 93,523
07-09-2018 52.879 62.55 1,842.83 3,308 87,030 97,447
08-10-2018 48.288 68.5 1,911.32 3,308 90,338 92,294
09-11-2018 50.244 65.83 1,977.15 3,308 93,645 99,340
07-12-2018 50.442 65.57 2,042.72 3,308 96,952 103,039
07-01-2019 51.218 64.58 2,107.3 3,308 100,260 107,932
07-02-2019 51.161 64.65 2,171.95 3,308 103,568 111,119
07-03-2019 51.976 63.64 2,235.58 3,308 106,875 116,197
08-04-2019 54.181 61.05 2,296.63 3,308 110,182 124,434
07-05-2019 53.131 62.25 2,358.88 3,308 113,490 125,330
07-06-2019 54.729 63.46 2,422.33 3,473 116,963 132,572
08-07-2019 54.242 64.03 2,486.36 3,473 120,436 134,865
07-08-2019 51.706 67.17 2,553.53 3,473 123,909 132,033
09-09-2019 52.073 66.69 2,620.22 3,473 127,382 136,443
07-10-2019 52.034 66.74 2,686.96 3,473 130,854 139,813
07-11-2019 54.572 63.64 2,750.6 3,473 134,327 150,106
09-12-2019 54.411 63.83 2,814.43 3,473 137,800 153,136
07-01-2020 54.969 63.18 2,877.6 3,473 141,273 158,179
07-02-2020 55.664 62.39 2,939.99 3,473 144,746 163,652
09-03-2020 50.007 69.45 3,009.44 3,473 148,219 150,493
07-04-2020 42.744 81.25 3,090.69 3,473 151,692 132,108
07-05-2020 44.794 77.53 3,168.22 3,473 155,164 141,917
08-06-2020 48.034 75.92 3,244.14 3,647 158,811 155,829
07-07-2020 50.538 72.15 3,316.29 3,647 162,458 167,599
07-08-2020 51.735 70.48 3,386.77 3,647 166,104 175,215
07-09-2020 52.766 69.11 3,455.88 3,647 169,751 182,353
07-10-2020 53.453 68.22 3,524.1 3,647 173,397 188,374
09-11-2020 56.524 64.51 3,588.61 3,647 177,044 202,843
07-12-2020 60.696 60.08 3,648.69 3,647 180,690 221,461
07-01-2021 63.957 57.02 3,705.71 3,647 184,337 237,006
08-02-2021 68.647 53.12 3,758.83 3,647 187,983 258,032
08-03-2021 68.626 53.14 3,811.96 3,647 191,630 261,600
07-04-2021 67.702 53.86 3,865.82 3,647 195,276 261,724
07-05-2021 68.38 53.33 3,919.15 3,647 198,923 267,992
07-06-2021 72.678 52.68 3,971.83 3,829 202,752 288,665
07-07-2021 74.287 51.54 4,023.37 3,829 206,580 298,884
09-08-2021 75.435 50.76 4,074.13 3,829 210,409 307,332
07-09-2021 77.566 49.36 4,123.49 3,829 214,238 319,843
07-10-2021 79.027 48.45 4,171.94 3,829 218,067 329,696
08-11-2021 81.205 47.15 4,219.09 3,829 221,896 342,612
07-12-2021 78.299 48.9 4,267.99 3,829 225,725 334,180
07-01-2022 80.054 47.83 4,315.82 3,829 229,553 345,499
07-02-2022 79.665 48.06 4,363.88 3,829 233,382 347,649
07-03-2022 74.604 51.32 4,415.21 3,829 237,211 329,392
07-04-2022 80.967 47.29 4,462.5 3,829 241,040 361,315
09-05-2022 76.16 50.27 4,512.77 3,829 244,869 343,693
07-06-2022 76.44 52.59 4,565.36 4,020 248,889 348,976
07-07-2022 76.214 52.75 4,618.11 4,020 252,909 351,965
08-08-2022 80.963 49.66 4,667.77 4,020 256,930 377,917
07-09-2022 82.818 48.54 4,716.31 4,020 260,950 390,596
07-10-2022 81.952 49.06 4,765.37 4,020 264,970 390,532
07-11-2022 85.116 47.23 4,812.6 4,020 268,991 409,630
07-12-2022 86.801 46.32 4,858.92 4,020 273,011 421,759
09-01-2023 85.99 46.75 4,905.67 4,020 277,031 421,839
07-02-2023 85.151 47.21 4,952.89 4,020 281,051 421,743
08-03-2023 85.585 46.97 4,999.86 4,020 285,072 427,913
10-04-2023 85.664 46.93 5,046.79 4,020 289,092 432,328
08-05-2023 88.253 45.55 5,092.34 4,020 293,112 449,415
07-06-2023 90.745 46.52 5,138.86 4,221 297,334 466,326
07-07-2023 93.052 45.36 5,184.23 4,221 301,555 482,403
07-08-2023 93.828 44.99 5,229.22 4,221 305,776 490,647
07-09-2023 95.342 44.28 5,273.49 4,221 309,998 502,785
09-10-2023 94.637 44.61 5,318.1 4,221 314,219 503,289
07-11-2023 93.647 45.08 5,363.18 4,221 318,440 502,245
07-12-2023 98.516 42.85 5,406.02 4,221 322,661 532,580
08-01-2024 100.785 41.88 5,447.91 4,221 326,883 549,067
07-02-2024 102.716 41.1 5,489.01 4,221 331,104 563,809
07-03-2024 104.887 40.25 5,529.25 4,221 335,325 579,947
08-04-2024 105.469 40.02 5,569.28 4,221 339,547 587,386
07-05-2024 105.335 40.08 5,609.35 4,221 343,768 590,861
07-06-2024 109.736 40.39 5,649.74 4,432 348,200 619,980
08-07-2024 113.935 38.9 5,688.64 4,432 352,633 648,136
07-08-2024 113.183 39.16 5,727.81 4,432 357,065 648,290
09-09-2024 115.885 38.25 5,766.05 4,432 361,497 668,199
07-10-2024 114.155 38.83 5,804.88 4,432 365,930 662,656
07-11-2024 114.418 38.74 5,843.62 4,432 370,362 668,615
09-12-2024 116.926 37.91 5,881.53 4,432 374,794 687,703
07-01-2025 113.64 39 5,920.53 4,432 379,227 672,809
07-02-2025 111.887 39.61 5,960.14 4,432 383,659 666,863
07-03-2025 107.85 41.1 6,001.24 4,432 388,092 647,234
07-04-2025 107.586 41.2 6,042.44 4,432 392,524 650,082
07-05-2025 115.095 38.51 6,080.95 4,432 396,956 699,887
09-06-2025 119.152 39.06 6,120.01 4,654 401,610 729,211
07-07-2025 120.527 38.61 6,158.62 4,654 406,264 742,280
07-08-2025 117.292 39.68 6,198.3 4,654 410,918 727,011
08-09-2025 117.135 39.73 6,238.03 4,654 415,572 730,692
07-10-2025 118.592 39.24 6,277.28 4,654 420,226 744,435
07-11-2025 119.738 38.87 6,316.15 4,654 424,880 756,283
08-12-2025 120.242 38.71 6,354.85 4,654 429,534 764,120
07-01-2026 120.609 38.59 6,393.44 4,654 434,188 771,106
09-02-2026 119.597 38.91 6,432.35 4,654 438,842 769,290
09-03-2026 112.828 41.25 6,473.6 4,654 443,496 730,403
07-04-2026 108.558 42.87 6,516.47 4,654 448,150 707,415
07-05-2026 112.786 41.26 6,557.74 4,654 452,804 739,621
HDFC Hybrid Equity Fund - Growth Plan with 10.0% yearly Enhancement with 10.00% yearly enhancement 573747.29 896061.64 322314.35 280226.87 45.50%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
07-06-2016 39.1116 76.7 76.7 3,000 3,000 3,000
07-07-2016 39.9235 75.14 151.85 3,000 6,000 6,062
07-08-2016 41.3873 72.49 224.33 3,000 9,000 9,285
07-09-2016 43.0014 69.77 294.1 3,000 12,000 12,647
07-10-2016 43.3195 69.25 363.35 3,000 15,000 15,740
07-11-2016 42.486 70.61 433.96 3,000 18,000 18,437
07-12-2016 41.6671 72 505.96 3,000 21,000 21,082
07-01-2017 41.9807 71.46 577.42 3,000 24,000 24,241
07-02-2017 44.1638 67.93 645.35 3,000 27,000 28,501
07-03-2017 44.2823 67.75 713.1 3,000 30,000 31,578
07-04-2017 45.8384 65.45 778.55 3,000 33,000 35,687
07-05-2017 46.766 64.15 842.7 3,000 36,000 39,410
07-06-2017 48.1159 68.58 911.28 3,300 39,300 43,847
07-07-2017 48.8215 67.59 978.87 3,300 42,600 47,790
07-08-2017 50.2115 65.72 1,044.6 3,300 45,900 52,451
07-09-2017 49.6184 66.51 1,111.1 3,300 49,200 55,131
07-10-2017 49.5588 66.59 1,177.69 3,300 52,500 58,365
07-11-2017 51.6561 63.88 1,241.58 3,300 55,800 64,135
07-12-2017 51.4011 64.2 1,305.78 3,300 59,100 67,118
07-01-2018 53.1733 62.06 1,367.84 3,300 62,400 72,732
07-02-2018 51.9429 63.53 1,431.37 3,300 65,700 74,349
07-03-2018 50.7366 65.04 1,496.41 3,300 69,000 75,923
07-04-2018 51.8931 63.59 1,560 3,300 72,300 80,953
07-05-2018 52.2157 63.2 1,623.2 3,300 75,600 84,757
07-06-2018 51.238 70.85 1,694.05 3,630 79,230 86,800
09-07-2018 50.853 71.38 1,765.43 3,630 82,860 89,777
07-08-2018 52.533 69.1 1,834.53 3,630 86,490 96,373
07-09-2018 52.879 68.65 1,903.18 3,630 90,120 100,638
08-10-2018 48.288 75.17 1,978.35 3,630 93,750 95,531
09-11-2018 50.244 72.25 2,050.6 3,630 97,380 103,030
07-12-2018 50.442 71.96 2,122.56 3,630 101,010 107,066
07-01-2019 51.218 70.87 2,193.44 3,630 104,640 112,343
07-02-2019 51.161 70.95 2,264.39 3,630 108,270 115,848
07-03-2019 51.976 69.84 2,334.23 3,630 111,900 121,324
08-04-2019 54.181 67 2,401.23 3,630 115,530 130,101
07-05-2019 53.131 68.32 2,469.55 3,630 119,160 131,210
07-06-2019 54.729 72.96 2,542.51 3,993 123,153 139,149
08-07-2019 54.242 73.61 2,616.12 3,993 127,146 141,904
07-08-2019 51.706 77.23 2,693.35 3,993 131,139 139,262
09-09-2019 52.073 76.68 2,770.03 3,993 135,132 144,244
07-10-2019 52.034 76.74 2,846.77 3,993 139,125 148,129
07-11-2019 54.572 73.17 2,919.93 3,993 143,118 159,347
09-12-2019 54.411 73.39 2,993.32 3,993 147,111 162,870
07-01-2020 54.969 72.64 3,065.96 3,993 151,104 168,533
07-02-2020 55.664 71.73 3,137.7 3,993 155,097 174,657
09-03-2020 50.007 79.85 3,217.54 3,993 159,090 160,900
07-04-2020 42.744 93.42 3,310.96 3,993 163,083 141,524
07-05-2020 44.794 89.14 3,400.1 3,993 167,076 152,304
08-06-2020 48.034 91.44 3,491.54 4,392 171,468 167,713
07-07-2020 50.538 86.91 3,578.45 4,392 175,861 180,848
07-08-2020 51.735 84.9 3,663.35 4,392 180,253 189,524
07-09-2020 52.766 83.24 3,746.6 4,392 184,645 197,693
07-10-2020 53.453 82.17 3,828.77 4,392 189,037 204,659
09-11-2020 56.524 77.71 3,906.47 4,392 193,430 220,810
07-12-2020 60.696 72.37 3,978.84 4,392 197,822 241,500
07-01-2021 63.957 68.68 4,047.52 4,392 202,214 258,867
08-02-2021 68.647 63.98 4,111.5 4,392 206,607 282,242
08-03-2021 68.626 64 4,175.5 4,392 210,999 286,548
07-04-2021 67.702 64.88 4,240.38 4,392 215,391 287,082
07-05-2021 68.38 64.23 4,304.61 4,392 219,784 294,349
07-06-2021 72.678 66.48 4,371.09 4,832 224,615 317,682
07-07-2021 74.287 65.04 4,436.13 4,832 229,447 329,547
09-08-2021 75.435 64.05 4,500.18 4,832 234,278 339,471
07-09-2021 77.566 62.29 4,562.47 4,832 239,110 353,892
07-10-2021 79.027 61.14 4,623.61 4,832 243,941 365,390
08-11-2021 81.205 59.5 4,683.1 4,832 248,773 380,292
07-12-2021 78.299 61.71 4,744.81 4,832 253,604 371,514
07-01-2022 80.054 60.35 4,805.16 4,832 258,436 384,673
07-02-2022 79.665 60.65 4,865.81 4,832 263,267 387,635
07-03-2022 74.604 64.76 4,930.57 4,832 268,099 367,841
07-04-2022 80.967 59.67 4,990.25 4,832 272,930 404,045
09-05-2022 76.16 63.44 5,053.69 4,832 277,762 384,889
07-06-2022 76.44 69.53 5,123.21 5,315 283,077 391,618
07-07-2022 76.214 69.73 5,192.95 5,315 288,391 395,775
08-08-2022 80.963 65.64 5,258.59 5,315 293,706 425,751
07-09-2022 82.818 64.17 5,322.76 5,315 299,021 440,821
07-10-2022 81.952 64.85 5,387.62 5,315 304,335 441,526
07-11-2022 85.116 62.44 5,450.06 5,315 309,650 463,887
07-12-2022 86.801 61.23 5,511.28 5,315 314,965 478,385
09-01-2023 85.99 61.81 5,573.09 5,315 320,279 479,230
07-02-2023 85.151 62.41 5,635.5 5,315 325,594 479,869
08-03-2023 85.585 62.1 5,697.6 5,315 330,909 487,629
10-04-2023 85.664 62.04 5,759.64 5,315 336,223 493,394
08-05-2023 88.253 60.22 5,819.87 5,315 341,538 513,621
07-06-2023 90.745 64.42 5,884.29 5,846 347,384 533,970
07-07-2023 93.052 62.83 5,947.12 5,846 353,230 553,391
07-08-2023 93.828 62.31 6,009.42 5,846 359,077 563,852
07-09-2023 95.342 61.32 6,070.74 5,846 364,923 578,797
09-10-2023 94.637 61.77 6,132.52 5,846 370,769 580,363
07-11-2023 93.647 62.43 6,194.94 5,846 376,615 580,138
07-12-2023 98.516 59.34 6,254.28 5,846 382,461 616,147
08-01-2024 100.785 58.01 6,312.29 5,846 388,307 636,184
07-02-2024 102.716 56.92 6,369.21 5,846 394,154 654,219
07-03-2024 104.887 55.74 6,424.94 5,846 400,000 673,893
08-04-2024 105.469 55.43 6,480.37 5,846 405,846 683,479
07-05-2024 105.335 55.5 6,535.87 5,846 411,692 688,456
07-06-2024 109.736 58.6 6,594.48 6,431 418,123 723,652
08-07-2024 113.935 56.44 6,650.92 6,431 424,554 757,772
07-08-2024 113.183 56.82 6,707.74 6,431 430,984 759,202
09-09-2024 115.885 55.49 6,763.23 6,431 437,415 783,757
07-10-2024 114.155 56.33 6,819.56 6,431 443,846 778,487
07-11-2024 114.418 56.2 6,875.77 6,431 450,277 786,712
09-12-2024 116.926 55 6,930.77 6,431 456,707 810,387
07-01-2025 113.64 56.59 6,987.35 6,431 463,138 794,043
07-02-2025 111.887 57.48 7,044.83 6,431 469,569 788,225
07-03-2025 107.85 59.63 7,104.46 6,431 476,000 766,216
07-04-2025 107.586 59.77 7,164.23 6,431 482,430 770,771
07-05-2025 115.095 55.87 7,220.1 6,431 488,861 830,998
09-06-2025 119.152 59.37 7,279.47 7,074 495,935 867,364
07-07-2025 120.527 58.69 7,338.16 7,074 503,009 884,447
07-08-2025 117.292 60.31 7,398.47 7,074 510,083 867,782
08-09-2025 117.135 60.39 7,458.86 7,074 517,157 873,694
07-10-2025 118.592 59.65 7,518.51 7,074 524,230 891,635
07-11-2025 119.738 59.08 7,577.59 7,074 531,304 907,325
08-12-2025 120.242 58.83 7,636.42 7,074 538,378 918,218
07-01-2026 120.609 58.65 7,695.07 7,074 545,452 928,095
09-02-2026 119.597 59.15 7,754.22 7,074 552,526 927,381
09-03-2026 112.828 62.7 7,816.91 7,074 559,600 881,967
07-04-2026 108.558 65.16 7,882.08 7,074 566,673 855,662
07-05-2026 112.786 62.72 7,944.79 7,074 573,747 896,062
HDFC Hybrid Equity Fund - Growth Plan with 15.0% yearly Enhancement with 15.00% yearly enhancement 730933.86 1093844.24 362910.38 478009.47 77.62%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
07-06-2016 39.1116 76.7 76.7 3,000 3,000 3,000
07-07-2016 39.9235 75.14 151.85 3,000 6,000 6,062
07-08-2016 41.3873 72.49 224.33 3,000 9,000 9,285
07-09-2016 43.0014 69.77 294.1 3,000 12,000 12,647
07-10-2016 43.3195 69.25 363.35 3,000 15,000 15,740
07-11-2016 42.486 70.61 433.96 3,000 18,000 18,437
07-12-2016 41.6671 72 505.96 3,000 21,000 21,082
07-01-2017 41.9807 71.46 577.42 3,000 24,000 24,241
07-02-2017 44.1638 67.93 645.35 3,000 27,000 28,501
07-03-2017 44.2823 67.75 713.1 3,000 30,000 31,578
07-04-2017 45.8384 65.45 778.55 3,000 33,000 35,687
07-05-2017 46.766 64.15 842.7 3,000 36,000 39,410
07-06-2017 48.1159 71.7 914.4 3,450 39,450 43,997
07-07-2017 48.8215 70.67 985.06 3,450 42,900 48,092
07-08-2017 50.2115 68.71 1,053.77 3,450 46,350 52,912
07-09-2017 49.6184 69.53 1,123.3 3,450 49,800 55,737
07-10-2017 49.5588 69.61 1,192.92 3,450 53,250 59,120
07-11-2017 51.6561 66.79 1,259.71 3,450 56,700 65,072
07-12-2017 51.4011 67.12 1,326.83 3,450 60,150 68,200
07-01-2018 53.1733 64.88 1,391.71 3,450 63,600 74,002
07-02-2018 51.9429 66.42 1,458.13 3,450 67,050 75,739
07-03-2018 50.7366 68 1,526.12 3,450 70,500 77,430
07-04-2018 51.8931 66.48 1,592.61 3,450 73,950 82,645
07-05-2018 52.2157 66.07 1,658.68 3,450 77,400 86,609
07-06-2018 51.238 77.43 1,736.11 3,968 81,368 88,955
09-07-2018 50.853 78.02 1,814.13 3,968 85,335 92,254
07-08-2018 52.533 75.52 1,889.66 3,968 89,302 99,269
07-09-2018 52.879 75.03 1,964.69 3,968 93,270 103,891
08-10-2018 48.288 82.16 2,046.85 3,968 97,238 98,838
09-11-2018 50.244 78.96 2,125.81 3,968 101,205 106,809
07-12-2018 50.442 78.65 2,204.47 3,968 105,172 111,198
07-01-2019 51.218 77.46 2,281.93 3,968 109,140 116,876
07-02-2019 51.161 77.55 2,359.48 3,968 113,108 120,713
07-03-2019 51.976 76.33 2,435.81 3,968 117,075 126,604
08-04-2019 54.181 73.23 2,509.04 3,968 121,042 135,942
07-05-2019 53.131 74.67 2,583.71 3,968 125,010 137,275
07-06-2019 54.729 83.37 2,667.08 4,563 129,573 145,967
08-07-2019 54.242 84.12 2,751.2 4,563 134,135 149,230
07-08-2019 51.706 88.24 2,839.44 4,563 138,698 146,816
09-09-2019 52.073 87.62 2,927.06 4,563 143,260 152,421
07-10-2019 52.034 87.69 3,014.74 4,563 147,823 156,869
07-11-2019 54.572 83.61 3,098.35 4,563 152,386 169,083
09-12-2019 54.411 83.85 3,182.21 4,563 156,948 173,147
07-01-2020 54.969 83 3,265.21 4,563 161,511 179,485
07-02-2020 55.664 81.97 3,347.18 4,563 166,074 186,317
09-03-2020 50.007 91.24 3,438.42 4,563 170,636 171,945
07-04-2020 42.744 106.74 3,545.16 4,563 175,199 151,534
07-05-2020 44.794 101.86 3,647.02 4,563 179,762 163,365
08-06-2020 48.034 109.24 3,756.25 5,247 185,009 180,428
07-07-2020 50.538 103.82 3,860.08 5,247 190,256 195,081
07-08-2020 51.735 101.42 3,961.5 5,247 195,503 204,948
07-09-2020 52.766 99.44 4,060.94 5,247 200,750 214,279
07-10-2020 53.453 98.16 4,159.1 5,247 205,997 222,316
09-11-2020 56.524 92.83 4,251.93 5,247 211,244 240,336
07-12-2020 60.696 86.45 4,338.37 5,247 216,491 263,322
07-01-2021 63.957 82.04 4,420.41 5,247 221,738 282,716
08-02-2021 68.647 76.43 4,496.85 5,247 226,985 308,695
08-03-2021 68.626 76.46 4,573.31 5,247 232,232 313,848
07-04-2021 67.702 77.5 4,650.81 5,247 237,479 314,869
07-05-2021 68.38 76.73 4,727.54 5,247 242,726 323,269
07-06-2021 72.678 83.02 4,810.57 6,034 248,760 349,622
07-07-2021 74.287 81.23 4,891.79 6,034 254,794 363,397
09-08-2021 75.435 79.99 4,971.78 6,034 260,828 375,047
07-09-2021 77.566 77.79 5,049.58 6,034 266,862 391,675
07-10-2021 79.027 76.35 5,125.93 6,034 272,896 405,087
08-11-2021 81.205 74.31 5,200.24 6,034 278,930 422,285
07-12-2021 78.299 77.06 5,277.3 6,034 284,964 413,208
07-01-2022 80.054 75.38 5,352.68 6,034 290,998 428,503
07-02-2022 79.665 75.74 5,428.42 6,034 297,032 432,455
07-03-2022 74.604 80.88 5,509.3 6,034 303,066 411,016
07-04-2022 80.967 74.53 5,583.83 6,034 309,101 452,106
09-05-2022 76.16 79.23 5,663.06 6,034 315,135 431,298
07-06-2022 76.44 90.78 5,753.84 6,939 322,074 439,823
07-07-2022 76.214 91.05 5,844.88 6,939 329,013 445,462
08-08-2022 80.963 85.71 5,930.59 6,939 335,952 480,159
07-09-2022 82.818 83.79 6,014.38 6,939 342,891 498,099
07-10-2022 81.952 84.67 6,099.05 6,939 349,830 499,830
07-11-2022 85.116 81.53 6,180.58 6,939 356,770 526,066
07-12-2022 86.801 79.94 6,260.52 6,939 363,709 543,420
09-01-2023 85.99 80.7 6,341.22 6,939 370,648 545,282
07-02-2023 85.151 81.49 6,422.71 6,939 377,587 546,901
08-03-2023 85.585 81.08 6,503.79 6,939 384,526 556,627
10-04-2023 85.664 81 6,584.8 6,939 391,466 564,080
08-05-2023 88.253 78.63 6,663.43 6,939 398,405 588,067
07-06-2023 90.745 87.94 6,751.37 7,980 406,385 612,653
07-07-2023 93.052 85.76 6,837.13 7,980 414,365 636,208
07-08-2023 93.828 85.05 6,922.18 7,980 422,345 649,494
07-09-2023 95.342 83.7 7,005.87 7,980 430,325 667,954
09-10-2023 94.637 84.32 7,090.2 7,980 438,305 670,995
07-11-2023 93.647 85.21 7,175.41 7,980 446,285 671,956
07-12-2023 98.516 81 7,256.41 7,980 454,265 714,873
08-01-2024 100.785 79.18 7,335.59 7,980 462,245 739,318
07-02-2024 102.716 77.69 7,413.28 7,980 470,225 761,463
07-03-2024 104.887 76.08 7,489.37 7,980 478,205 785,537
08-04-2024 105.469 75.66 7,565.03 7,980 486,185 797,876
07-05-2024 105.335 75.76 7,640.79 7,980 494,165 804,842
07-06-2024 109.736 83.63 7,724.42 9,177 503,343 847,647
08-07-2024 113.935 80.55 7,804.96 9,177 512,520 889,258
07-08-2024 113.183 81.08 7,886.04 9,177 521,697 892,566
09-09-2024 115.885 79.19 7,965.24 9,177 530,874 923,051
07-10-2024 114.155 80.39 8,045.63 9,177 540,051 918,449
07-11-2024 114.418 80.21 8,125.83 9,177 549,228 929,742
09-12-2024 116.926 78.49 8,204.32 9,177 558,405 959,298
07-01-2025 113.64 80.76 8,285.08 9,177 567,582 941,516
07-02-2025 111.887 82.02 8,367.1 9,177 576,759 936,169
07-03-2025 107.85 85.09 8,452.19 9,177 585,936 911,568
07-04-2025 107.586 85.3 8,537.49 9,177 595,113 918,514
07-05-2025 115.095 79.73 8,617.22 9,177 604,290 991,799
09-06-2025 119.152 88.57 8,705.79 10,554 614,844 1,037,313
07-07-2025 120.527 87.56 8,793.36 10,554 625,398 1,059,837
07-08-2025 117.292 89.98 8,883.33 10,554 635,951 1,041,944
08-09-2025 117.135 90.1 8,973.43 10,554 646,505 1,051,103
07-10-2025 118.592 88.99 9,062.42 10,554 657,058 1,074,731
07-11-2025 119.738 88.14 9,150.56 10,554 667,612 1,095,670
08-12-2025 120.242 87.77 9,238.33 10,554 678,166 1,110,836
07-01-2026 120.609 87.5 9,325.84 10,554 688,719 1,124,780
09-02-2026 119.597 88.24 9,414.08 10,554 699,273 1,125,896
09-03-2026 112.828 93.54 9,507.62 10,554 709,827 1,072,725
07-04-2026 108.558 97.22 9,604.83 10,554 720,380 1,042,681
07-05-2026 112.786 93.57 9,698.4 10,554 730,934 1,093,844
HDFC Hybrid Equity Fund - Growth Plan with 20.0% yearly Enhancement with 20.00% yearly enhancement 934512.56 1343750.21 409237.65 727915.44 118.20%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
07-06-2016 39.1116 76.7 76.7 3,000 3,000 3,000
07-07-2016 39.9235 75.14 151.85 3,000 6,000 6,062
07-08-2016 41.3873 72.49 224.33 3,000 9,000 9,285
07-09-2016 43.0014 69.77 294.1 3,000 12,000 12,647
07-10-2016 43.3195 69.25 363.35 3,000 15,000 15,740
07-11-2016 42.486 70.61 433.96 3,000 18,000 18,437
07-12-2016 41.6671 72 505.96 3,000 21,000 21,082
07-01-2017 41.9807 71.46 577.42 3,000 24,000 24,241
07-02-2017 44.1638 67.93 645.35 3,000 27,000 28,501
07-03-2017 44.2823 67.75 713.1 3,000 30,000 31,578
07-04-2017 45.8384 65.45 778.55 3,000 33,000 35,687
07-05-2017 46.766 64.15 842.7 3,000 36,000 39,410
07-06-2017 48.1159 74.82 917.52 3,600 39,600 44,147
07-07-2017 48.8215 73.74 991.25 3,600 43,200 48,394
07-08-2017 50.2115 71.7 1,062.95 3,600 46,800 53,372
07-09-2017 49.6184 72.55 1,135.5 3,600 50,400 56,342
07-10-2017 49.5588 72.64 1,208.14 3,600 54,000 59,874
07-11-2017 51.6561 69.69 1,277.84 3,600 57,600 66,008
07-12-2017 51.4011 70.04 1,347.87 3,600 61,200 69,282
07-01-2018 53.1733 67.7 1,415.58 3,600 64,800 75,271
07-02-2018 51.9429 69.31 1,484.88 3,600 68,400 77,129
07-03-2018 50.7366 70.95 1,555.84 3,600 72,000 78,938
07-04-2018 51.8931 69.37 1,625.21 3,600 75,600 84,337
07-05-2018 52.2157 68.94 1,694.16 3,600 79,200 88,462
07-06-2018 51.238 84.31 1,778.47 4,320 83,520 91,125
09-07-2018 50.853 84.95 1,863.42 4,320 87,840 94,760
07-08-2018 52.533 82.23 1,945.65 4,320 92,160 102,211
07-09-2018 52.879 81.7 2,027.35 4,320 96,480 107,204
08-10-2018 48.288 89.46 2,116.81 4,320 100,800 102,217
09-11-2018 50.244 85.98 2,202.79 4,320 105,120 110,677
07-12-2018 50.442 85.64 2,288.44 4,320 109,440 115,433
07-01-2019 51.218 84.35 2,372.78 4,320 113,760 121,529
07-02-2019 51.161 84.44 2,457.22 4,320 118,080 125,714
07-03-2019 51.976 83.12 2,540.34 4,320 122,400 132,037
08-04-2019 54.181 79.73 2,620.07 4,320 126,720 141,958
07-05-2019 53.131 81.31 2,701.38 4,320 131,040 143,527
07-06-2019 54.729 94.72 2,796.1 5,184 136,224 153,028
08-07-2019 54.242 95.57 2,891.67 5,184 141,408 156,850
07-08-2019 51.706 100.26 2,991.93 5,184 146,592 154,701
09-09-2019 52.073 99.55 3,091.48 5,184 151,776 160,983
07-10-2019 52.034 99.63 3,191.11 5,184 156,960 166,046
07-11-2019 54.572 94.99 3,286.1 5,184 162,144 179,329
09-12-2019 54.411 95.27 3,381.38 5,184 167,328 183,984
07-01-2020 54.969 94.31 3,475.69 5,184 172,512 191,055
07-02-2020 55.664 93.13 3,568.82 5,184 177,696 198,655
09-03-2020 50.007 103.67 3,672.48 5,184 182,880 183,650
07-04-2020 42.744 121.28 3,793.76 5,184 188,064 162,161
07-05-2020 44.794 115.73 3,909.49 5,184 193,248 175,122
08-06-2020 48.034 129.51 4,039 6,221 199,469 194,009
07-07-2020 50.538 123.09 4,162.09 6,221 205,690 210,344
07-08-2020 51.735 120.24 4,282.34 6,221 211,910 221,547
07-09-2020 52.766 117.89 4,400.23 6,221 218,131 232,182
07-10-2020 53.453 116.38 4,516.61 6,221 224,352 241,426
09-11-2020 56.524 110.06 4,626.66 6,221 230,573 261,518
07-12-2020 60.696 102.49 4,729.15 6,221 236,794 287,041
07-01-2021 63.957 97.27 4,826.42 6,221 243,014 308,683
08-02-2021 68.647 90.62 4,917.04 6,221 249,235 337,540
08-03-2021 68.626 90.65 5,007.69 6,221 255,456 343,658
07-04-2021 67.702 91.89 5,099.57 6,221 261,677 345,251
07-05-2021 68.38 90.97 5,190.55 6,221 267,898 354,930
07-06-2021 72.678 102.71 5,293.26 7,465 275,363 384,704
07-07-2021 74.287 100.49 5,393.75 7,465 282,828 400,685
09-08-2021 75.435 98.96 5,492.71 7,465 290,292 414,342
07-09-2021 77.566 96.24 5,588.95 7,465 297,757 433,512
07-10-2021 79.027 94.46 5,683.41 7,465 305,222 449,143
08-11-2021 81.205 91.93 5,775.34 7,465 312,687 468,986
07-12-2021 78.299 95.34 5,870.67 7,465 320,152 459,668
07-01-2022 80.054 93.25 5,963.92 7,465 327,617 477,436
07-02-2022 79.665 93.7 6,057.63 7,465 335,082 482,581
07-03-2022 74.604 100.06 6,157.69 7,465 342,547 459,388
07-04-2022 80.967 92.2 6,249.89 7,465 350,012 506,035
09-05-2022 76.16 98.02 6,347.9 7,465 357,477 483,456
07-06-2022 76.44 117.19 6,465.09 8,958 366,435 494,192
07-07-2022 76.214 117.54 6,582.63 8,958 375,393 501,689
08-08-2022 80.963 110.64 6,693.27 8,958 384,351 541,907
07-09-2022 82.818 108.16 6,801.44 8,958 393,309 563,281
07-10-2022 81.952 109.31 6,910.74 8,958 402,267 566,349
07-11-2022 85.116 105.24 7,015.99 8,958 411,225 597,173
07-12-2022 86.801 103.2 7,119.19 8,958 420,183 617,953
09-01-2023 85.99 104.17 7,223.36 8,958 429,141 621,137
07-02-2023 85.151 105.2 7,328.56 8,958 438,099 624,035
08-03-2023 85.585 104.67 7,433.23 8,958 447,057 636,173
10-04-2023 85.664 104.57 7,537.8 8,958 456,015 645,718
08-05-2023 88.253 101.5 7,639.31 8,958 464,973 674,192
07-06-2023 90.745 118.46 7,757.76 10,750 475,722 703,978
07-07-2023 93.052 115.52 7,873.29 10,750 486,472 732,625
07-08-2023 93.828 114.57 7,987.85 10,750 497,221 749,484
07-09-2023 95.342 112.75 8,100.6 10,750 507,971 772,327
09-10-2023 94.637 113.59 8,214.19 10,750 518,720 777,366
07-11-2023 93.647 114.79 8,328.97 10,750 529,470 779,983
07-12-2023 98.516 109.11 8,438.09 10,750 540,219 831,287
08-01-2024 100.785 106.66 8,544.75 10,750 550,969 861,182
07-02-2024 102.716 104.65 8,649.4 10,750 561,718 888,432
07-03-2024 104.887 102.49 8,751.89 10,750 572,468 917,959
08-04-2024 105.469 101.92 8,853.81 10,750 583,218 933,802
07-05-2024 105.335 102.05 8,955.86 10,750 593,967 943,365
07-06-2024 109.736 117.55 9,073.41 12,899 606,867 995,680
08-07-2024 113.935 113.22 9,186.63 12,899 619,766 1,046,678
07-08-2024 113.183 113.97 9,300.6 12,899 632,665 1,052,669
09-09-2024 115.885 111.31 9,411.91 12,899 645,565 1,090,699
07-10-2024 114.155 113 9,524.91 12,899 658,464 1,087,316
07-11-2024 114.418 112.74 9,637.65 12,899 671,364 1,102,720
09-12-2024 116.926 110.32 9,747.97 12,899 684,263 1,139,791
07-01-2025 113.64 113.51 9,861.48 12,899 697,163 1,120,659
07-02-2025 111.887 115.29 9,976.77 12,899 710,062 1,116,271
07-03-2025 107.85 119.61 10,096.38 12,899 722,962 1,088,894
07-04-2025 107.586 119.9 10,216.28 12,899 735,861 1,099,128
07-05-2025 115.095 112.08 10,328.35 12,899 748,760 1,188,742
09-06-2025 119.152 129.91 10,458.27 15,479 764,240 1,246,123
07-07-2025 120.527 128.43 10,586.7 15,479 779,719 1,275,983
07-08-2025 117.292 131.97 10,718.67 15,479 795,198 1,257,214
08-09-2025 117.135 132.15 10,850.82 15,479 810,678 1,271,011
07-10-2025 118.592 130.53 10,981.34 15,479 826,157 1,302,300
07-11-2025 119.738 129.28 11,110.62 15,479 841,637 1,330,364
08-12-2025 120.242 128.73 11,239.36 15,479 857,116 1,351,443
07-01-2026 120.609 128.34 11,367.7 15,479 872,595 1,371,047
09-02-2026 119.597 129.43 11,497.13 15,479 888,075 1,375,022
09-03-2026 112.828 137.19 11,634.32 15,479 903,554 1,312,677
07-04-2026 108.558 142.59 11,776.91 15,479 919,033 1,278,478
07-05-2026 112.786 137.25 11,914.16 15,479 934,513 1,343,750
HDFC Hybrid Equity Fund - Growth Plan with 25.0% yearly Enhancement with 25.00% yearly enhancement 1197104.51 1659083.42 461978.91 1043248.65 169.40%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
07-06-2016 39.1116 76.7 76.7 3,000 3,000 3,000
07-07-2016 39.9235 75.14 151.85 3,000 6,000 6,062
07-08-2016 41.3873 72.49 224.33 3,000 9,000 9,285
07-09-2016 43.0014 69.77 294.1 3,000 12,000 12,647
07-10-2016 43.3195 69.25 363.35 3,000 15,000 15,740
07-11-2016 42.486 70.61 433.96 3,000 18,000 18,437
07-12-2016 41.6671 72 505.96 3,000 21,000 21,082
07-01-2017 41.9807 71.46 577.42 3,000 24,000 24,241
07-02-2017 44.1638 67.93 645.35 3,000 27,000 28,501
07-03-2017 44.2823 67.75 713.1 3,000 30,000 31,578
07-04-2017 45.8384 65.45 778.55 3,000 33,000 35,687
07-05-2017 46.766 64.15 842.7 3,000 36,000 39,410
07-06-2017 48.1159 77.94 920.63 3,750 39,750 44,297
07-07-2017 48.8215 76.81 997.44 3,750 43,500 48,697
07-08-2017 50.2115 74.68 1,072.13 3,750 47,250 53,833
07-09-2017 49.6184 75.58 1,147.7 3,750 51,000 56,947
07-10-2017 49.5588 75.67 1,223.37 3,750 54,750 60,629
07-11-2017 51.6561 72.6 1,295.97 3,750 58,500 66,945
07-12-2017 51.4011 72.96 1,368.92 3,750 62,250 70,364
07-01-2018 53.1733 70.52 1,439.45 3,750 66,000 76,540
07-02-2018 51.9429 72.19 1,511.64 3,750 69,750 78,519
07-03-2018 50.7366 73.91 1,585.55 3,750 73,500 80,446
07-04-2018 51.8931 72.26 1,657.82 3,750 77,250 86,029
07-05-2018 52.2157 71.82 1,729.63 3,750 81,000 90,314
07-06-2018 51.238 91.48 1,821.12 4,688 85,688 93,311
09-07-2018 50.853 92.18 1,913.3 4,688 90,375 97,297
07-08-2018 52.533 89.23 2,002.53 4,688 95,062 105,199
07-09-2018 52.879 88.65 2,091.17 4,688 99,750 110,579
08-10-2018 48.288 97.07 2,188.25 4,688 104,438 105,666
09-11-2018 50.244 93.29 2,281.54 4,688 109,125 114,634
07-12-2018 50.442 92.93 2,374.47 4,688 113,812 119,773
07-01-2019 51.218 91.52 2,465.99 4,688 118,500 126,303
07-02-2019 51.161 91.62 2,557.61 4,688 123,188 130,850
07-03-2019 51.976 90.19 2,647.8 4,688 127,875 137,622
08-04-2019 54.181 86.52 2,734.31 4,688 132,562 148,148
07-05-2019 53.131 88.23 2,822.54 4,688 137,250 149,964
07-06-2019 54.729 107.06 2,929.6 5,859 143,109 160,334
08-07-2019 54.242 108.02 3,037.62 5,859 148,969 164,767
07-08-2019 51.706 113.32 3,150.94 5,859 154,828 162,923
09-09-2019 52.073 112.52 3,263.47 5,859 160,688 169,938
07-10-2019 52.034 112.61 3,376.07 5,859 166,547 175,671
07-11-2019 54.572 107.37 3,483.44 5,859 172,406 190,098
09-12-2019 54.411 107.69 3,591.13 5,859 178,266 195,397
07-01-2020 54.969 106.59 3,697.72 5,859 184,125 203,260
07-02-2020 55.664 105.26 3,802.99 5,859 189,984 211,690
09-03-2020 50.007 117.17 3,920.16 5,859 195,844 196,035
07-04-2020 42.744 137.08 4,057.24 5,859 201,703 173,423
07-05-2020 44.794 130.81 4,188.05 5,859 207,562 187,599
08-06-2020 48.034 152.48 4,340.53 7,324 214,887 208,493
07-07-2020 50.538 144.92 4,485.45 7,324 222,211 226,686
07-08-2020 51.735 141.57 4,627.02 7,324 229,535 239,379
07-09-2020 52.766 138.81 4,765.83 7,324 236,859 251,474
07-10-2020 53.453 137.02 4,902.85 7,324 244,184 262,072
09-11-2020 56.524 129.58 5,032.43 7,324 251,508 284,453
07-12-2020 60.696 120.67 5,153.1 7,324 258,832 312,772
07-01-2021 63.957 114.52 5,267.62 7,324 266,156 336,901
08-02-2021 68.647 106.69 5,374.31 7,324 273,480 368,930
08-03-2021 68.626 106.73 5,481.04 7,324 280,805 376,142
07-04-2021 67.702 108.18 5,589.22 7,324 288,129 378,401
07-05-2021 68.38 107.11 5,696.33 7,324 295,453 389,515
07-06-2021 72.678 125.97 5,822.3 9,155 304,608 423,153
07-07-2021 74.287 123.24 5,945.54 9,155 313,764 441,677
09-08-2021 75.435 121.37 6,066.91 9,155 322,919 457,657
07-09-2021 77.566 118.03 6,184.94 9,155 332,074 479,741
07-10-2021 79.027 115.85 6,300.79 9,155 341,229 497,933
08-11-2021 81.205 112.74 6,413.53 9,155 350,385 520,811
07-12-2021 78.299 116.93 6,530.46 9,155 359,540 511,329
07-01-2022 80.054 114.36 6,644.82 9,155 368,695 531,945
07-02-2022 79.665 114.92 6,759.75 9,155 377,851 538,515
07-03-2022 74.604 122.72 6,882.46 9,155 387,006 513,459
07-04-2022 80.967 113.07 6,995.54 9,155 396,161 566,408
09-05-2022 76.16 120.21 7,115.75 9,155 405,316 541,936
07-06-2022 76.44 149.71 7,265.46 11,444 416,760 555,372
07-07-2022 76.214 150.16 7,415.62 11,444 428,205 565,174
08-08-2022 80.963 141.35 7,556.97 11,444 439,649 611,835
07-09-2022 82.818 138.18 7,695.15 11,444 451,093 637,297
07-10-2022 81.952 139.64 7,834.8 11,444 462,537 642,077
07-11-2022 85.116 134.45 7,969.25 11,444 473,981 678,311
07-12-2022 86.801 131.84 8,101.09 11,444 485,425 703,183
09-01-2023 85.99 133.09 8,234.18 11,444 496,869 708,057
07-02-2023 85.151 134.4 8,368.58 11,444 508,313 712,593
08-03-2023 85.585 133.72 8,502.29 11,444 519,757 727,669
10-04-2023 85.664 133.59 8,635.89 11,444 531,201 739,785
08-05-2023 88.253 129.67 8,765.56 11,444 542,646 773,587
07-06-2023 90.745 157.64 8,923.2 14,305 556,951 809,736
07-07-2023 93.052 153.73 9,076.93 14,305 571,256 844,627
07-08-2023 93.828 152.46 9,229.39 14,305 585,561 865,976
07-09-2023 95.342 150.04 9,379.43 14,305 599,866 894,254
09-10-2023 94.637 151.16 9,530.59 14,305 614,171 901,947
07-11-2023 93.647 152.76 9,683.35 14,305 628,476 906,816
07-12-2023 98.516 145.21 9,828.55 14,305 642,781 968,270
08-01-2024 100.785 141.94 9,970.49 14,305 657,086 1,004,876
07-02-2024 102.716 139.27 10,109.76 14,305 671,392 1,038,434
07-03-2024 104.887 136.39 10,246.15 14,305 685,697 1,074,687
08-04-2024 105.469 135.63 10,381.78 14,305 700,002 1,094,956
07-05-2024 105.335 135.81 10,517.58 14,305 714,307 1,107,870
07-06-2024 109.736 162.95 10,680.53 17,881 732,188 1,172,039
08-07-2024 113.935 156.94 10,837.48 17,881 750,070 1,234,768
07-08-2024 113.183 157.99 10,995.46 17,881 767,951 1,244,500
09-09-2024 115.885 154.3 11,149.77 17,881 785,832 1,292,091
07-10-2024 114.155 156.64 11,306.41 17,881 803,714 1,290,683
07-11-2024 114.418 156.28 11,462.69 17,881 821,595 1,311,538
09-12-2024 116.926 152.93 11,615.62 17,881 839,477 1,358,168
07-01-2025 113.64 157.35 11,772.97 17,881 857,358 1,337,880
07-02-2025 111.887 159.82 11,932.79 17,881 875,239 1,335,124
07-03-2025 107.85 165.8 12,098.59 17,881 893,121 1,304,832
07-04-2025 107.586 166.21 12,264.79 17,881 911,002 1,319,520
07-05-2025 115.095 155.36 12,420.15 17,881 928,884 1,429,498
09-06-2025 119.152 187.59 12,607.74 22,352 951,235 1,502,238
07-07-2025 120.527 185.45 12,793.19 22,352 973,587 1,541,925
07-08-2025 117.292 190.56 12,983.76 22,352 995,939 1,522,891
08-09-2025 117.135 190.82 13,174.58 22,352 1,018,291 1,543,204
07-10-2025 118.592 188.48 13,363.05 22,352 1,040,642 1,584,751
07-11-2025 119.738 186.67 13,549.73 22,352 1,062,994 1,622,417
08-12-2025 120.242 185.89 13,735.62 22,352 1,085,346 1,651,598
07-01-2026 120.609 185.32 13,920.94 22,352 1,107,698 1,678,991
09-02-2026 119.597 186.89 14,107.83 22,352 1,130,049 1,687,254
09-03-2026 112.828 198.1 14,305.94 22,352 1,152,401 1,614,110
07-04-2026 108.558 205.9 14,511.83 22,352 1,174,753 1,575,376
07-05-2026 112.786 198.18 14,710.01 22,352 1,197,105 1,659,083
HDFC Hybrid Equity Fund - Growth Plan with 50.0% yearly Enhancement with 50.00% yearly enhancement 4079882.81 4928741.79 848858.98 4312907.02 700.34%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
07-06-2016 39.1116 76.7 76.7 3,000 3,000 3,000
07-07-2016 39.9235 75.14 151.85 3,000 6,000 6,062
07-08-2016 41.3873 72.49 224.33 3,000 9,000 9,285
07-09-2016 43.0014 69.77 294.1 3,000 12,000 12,647
07-10-2016 43.3195 69.25 363.35 3,000 15,000 15,740
07-11-2016 42.486 70.61 433.96 3,000 18,000 18,437
07-12-2016 41.6671 72 505.96 3,000 21,000 21,082
07-01-2017 41.9807 71.46 577.42 3,000 24,000 24,241
07-02-2017 44.1638 67.93 645.35 3,000 27,000 28,501
07-03-2017 44.2823 67.75 713.1 3,000 30,000 31,578
07-04-2017 45.8384 65.45 778.55 3,000 33,000 35,687
07-05-2017 46.766 64.15 842.7 3,000 36,000 39,410
07-06-2017 48.1159 93.52 936.22 4,500 40,500 45,047
07-07-2017 48.8215 92.17 1,028.39 4,500 45,000 50,208
07-08-2017 50.2115 89.62 1,118.01 4,500 49,500 56,137
07-09-2017 49.6184 90.69 1,208.71 4,500 54,000 59,974
07-10-2017 49.5588 90.8 1,299.51 4,500 58,500 64,402
07-11-2017 51.6561 87.11 1,386.62 4,500 63,000 71,627
07-12-2017 51.4011 87.55 1,474.17 4,500 67,500 75,774
07-01-2018 53.1733 84.63 1,558.8 4,500 72,000 82,886
07-02-2018 51.9429 86.63 1,645.43 4,500 76,500 85,468
07-03-2018 50.7366 88.69 1,734.12 4,500 81,000 87,984
07-04-2018 51.8931 86.72 1,820.84 4,500 85,500 94,489
07-05-2018 52.2157 86.18 1,907.02 4,500 90,000 99,576
07-06-2018 51.238 131.74 2,038.76 6,750 96,750 104,462
09-07-2018 50.853 132.74 2,171.5 6,750 103,500 110,427
07-08-2018 52.533 128.49 2,299.99 6,750 110,250 120,825
07-09-2018 52.879 127.65 2,427.64 6,750 117,000 128,371
08-10-2018 48.288 139.79 2,567.42 6,750 123,750 123,976
09-11-2018 50.244 134.34 2,701.77 6,750 130,500 135,748
07-12-2018 50.442 133.82 2,835.58 6,750 137,250 143,033
07-01-2019 51.218 131.79 2,967.37 6,750 144,000 151,983
07-02-2019 51.161 131.94 3,099.31 6,750 150,750 158,564
07-03-2019 51.976 129.87 3,229.18 6,750 157,500 167,840
08-04-2019 54.181 124.58 3,353.76 6,750 164,250 181,710
07-05-2019 53.131 127.04 3,480.8 6,750 171,000 184,939
07-06-2019 54.729 185 3,665.81 10,125 181,125 200,626
08-07-2019 54.242 186.66 3,852.47 10,125 191,250 208,966
07-08-2019 51.706 195.82 4,048.29 10,125 201,375 209,321
09-09-2019 52.073 194.44 4,242.73 10,125 211,500 220,932
07-10-2019 52.034 194.58 4,437.31 10,125 221,625 230,891
07-11-2019 54.572 185.53 4,622.85 10,125 231,750 252,278
09-12-2019 54.411 186.08 4,808.93 10,125 241,875 261,659
07-01-2020 54.969 184.19 4,993.13 10,125 252,000 274,467
07-02-2020 55.664 181.89 5,175.02 10,125 262,125 288,062
09-03-2020 50.007 202.47 5,377.49 10,125 272,250 268,912
07-04-2020 42.744 236.88 5,614.37 10,125 282,375 239,981
07-05-2020 44.794 226.03 5,840.4 10,125 292,500 261,615
08-06-2020 48.034 316.18 6,156.58 15,188 307,688 295,725
07-07-2020 50.538 300.52 6,457.1 15,188 322,875 326,329
07-08-2020 51.735 293.56 6,750.66 15,188 338,062 349,246
07-09-2020 52.766 287.83 7,038.49 15,188 353,250 371,393
07-10-2020 53.453 284.13 7,322.62 15,188 368,438 391,416
09-11-2020 56.524 268.69 7,591.31 15,188 383,625 429,091
07-12-2020 60.696 250.22 7,841.53 15,188 398,812 475,950
07-01-2021 63.957 237.46 8,079 15,188 414,000 516,708
08-02-2021 68.647 221.24 8,300.24 15,188 429,188 569,786
08-03-2021 68.626 221.31 8,521.55 15,188 444,375 584,800
07-04-2021 67.702 224.33 8,745.88 15,188 459,562 592,113
07-05-2021 68.38 222.1 8,967.98 15,188 474,750 613,230
07-06-2021 72.678 313.45 9,281.43 22,781 497,531 674,556
07-07-2021 74.287 306.67 9,588.1 22,781 520,312 712,271
09-08-2021 75.435 302 9,890.1 22,781 543,094 746,060
07-09-2021 77.566 293.7 10,183.8 22,781 565,875 789,917
07-10-2021 79.027 288.27 10,472.07 22,781 588,656 827,576
08-11-2021 81.205 280.54 10,752.61 22,781 611,438 873,166
07-12-2021 78.299 290.95 11,043.56 22,781 634,219 864,700
07-01-2022 80.054 284.57 11,328.14 22,781 657,000 906,863
07-02-2022 79.665 285.96 11,614.1 22,781 679,781 925,237
07-03-2022 74.604 305.36 11,919.46 22,781 702,562 889,240
07-04-2022 80.967 281.36 12,200.83 22,781 725,344 987,864
09-05-2022 76.16 299.12 12,499.95 22,781 748,125 951,996
07-06-2022 76.44 447.04 12,946.99 34,172 782,297 989,668
07-07-2022 76.214 448.37 13,395.36 34,172 816,469 1,020,914
08-08-2022 80.963 422.07 13,817.43 34,172 850,641 1,118,700
07-09-2022 82.818 412.61 14,230.04 34,172 884,812 1,178,504
07-10-2022 81.952 416.97 14,647.02 34,172 918,984 1,200,352
07-11-2022 85.116 401.47 15,048.49 34,172 953,156 1,280,867
07-12-2022 86.801 393.68 15,442.17 34,172 987,328 1,340,396
09-01-2023 85.99 397.39 15,839.56 34,172 1,021,500 1,362,044
07-02-2023 85.151 401.31 16,240.87 34,172 1,055,672 1,382,927
08-03-2023 85.585 399.27 16,640.15 34,172 1,089,844 1,424,147
10-04-2023 85.664 398.91 17,039.05 34,172 1,124,016 1,459,633
08-05-2023 88.253 387.2 17,426.26 34,172 1,158,188 1,537,919
07-06-2023 90.745 564.86 17,991.11 51,258 1,209,445 1,632,603
07-07-2023 93.052 550.85 18,541.96 51,258 1,260,703 1,725,367
07-08-2023 93.828 546.3 19,088.26 51,258 1,311,961 1,791,013
07-09-2023 95.342 537.62 19,625.88 51,258 1,363,219 1,871,171
09-10-2023 94.637 541.63 20,167.51 51,258 1,414,477 1,908,592
07-11-2023 93.647 547.35 20,714.86 51,258 1,465,734 1,939,884
07-12-2023 98.516 520.3 21,235.16 51,258 1,516,992 2,092,003
08-01-2024 100.785 508.59 21,743.74 51,258 1,568,250 2,191,443
07-02-2024 102.716 499.02 22,242.77 51,258 1,619,508 2,284,688
07-03-2024 104.887 488.7 22,731.46 51,258 1,670,766 2,384,235
08-04-2024 105.469 486 23,217.46 51,258 1,722,023 2,448,722
07-05-2024 105.335 486.62 23,704.08 51,258 1,773,281 2,496,869
07-06-2024 109.736 700.65 24,404.73 76,887 1,850,168 2,678,077
08-07-2024 113.935 674.83 25,079.56 76,887 1,927,055 2,857,440
07-08-2024 113.183 679.31 25,758.87 76,887 2,003,941 2,915,466
09-09-2024 115.885 663.47 26,422.35 76,887 2,080,828 3,061,954
07-10-2024 114.155 673.53 27,095.88 76,887 2,157,715 3,093,130
07-11-2024 114.418 671.98 27,767.86 76,887 2,234,602 3,177,143
09-12-2024 116.926 657.57 28,425.42 76,887 2,311,488 3,323,671
07-01-2025 113.64 676.58 29,102.01 76,887 2,388,375 3,307,152
07-02-2025 111.887 687.18 29,789.19 76,887 2,465,262 3,333,023
07-03-2025 107.85 712.9 30,502.09 76,887 2,542,148 3,289,651
07-04-2025 107.586 714.65 31,216.75 76,887 2,619,035 3,358,485
07-05-2025 115.095 668.03 31,884.77 76,887 2,695,922 3,669,778
09-06-2025 119.152 967.92 32,852.7 115,330 2,811,252 3,914,465
07-07-2025 120.527 956.88 33,809.58 115,330 2,926,582 4,074,967
07-08-2025 117.292 983.27 34,792.85 115,330 3,041,912 4,080,923
08-09-2025 117.135 984.59 35,777.44 115,330 3,157,242 4,190,791
07-10-2025 118.592 972.49 36,749.94 115,330 3,272,572 4,358,249
07-11-2025 119.738 963.19 37,713.13 115,330 3,387,902 4,515,694
08-12-2025 120.242 959.15 38,672.27 115,330 3,503,232 4,650,032
07-01-2026 120.609 956.23 39,628.51 115,330 3,618,562 4,779,554
09-02-2026 119.597 964.32 40,592.83 115,330 3,733,893 4,854,780
09-03-2026 112.828 1,022.18 41,615 115,330 3,849,223 4,695,338
07-04-2026 108.558 1,062.38 42,677.39 115,330 3,964,553 4,632,972
07-05-2026 112.786 1,022.56 43,699.94 115,330 4,079,883 4,928,742
HDFC Hybrid Equity Fund - Growth Plan with 75.0% yearly Enhancement with 75.00% yearly enhancement 12882690.72 14400679.99 1517989.27 13784845.22 2238.40%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
07-06-2016 39.1116 76.7 76.7 3,000 3,000 3,000
07-07-2016 39.9235 75.14 151.85 3,000 6,000 6,062
07-08-2016 41.3873 72.49 224.33 3,000 9,000 9,285
07-09-2016 43.0014 69.77 294.1 3,000 12,000 12,647
07-10-2016 43.3195 69.25 363.35 3,000 15,000 15,740
07-11-2016 42.486 70.61 433.96 3,000 18,000 18,437
07-12-2016 41.6671 72 505.96 3,000 21,000 21,082
07-01-2017 41.9807 71.46 577.42 3,000 24,000 24,241
07-02-2017 44.1638 67.93 645.35 3,000 27,000 28,501
07-03-2017 44.2823 67.75 713.1 3,000 30,000 31,578
07-04-2017 45.8384 65.45 778.55 3,000 33,000 35,687
07-05-2017 46.766 64.15 842.7 3,000 36,000 39,410
07-06-2017 48.1159 109.11 951.81 5,250 41,250 45,797
07-07-2017 48.8215 107.53 1,059.34 5,250 46,500 51,719
07-08-2017 50.2115 104.56 1,163.9 5,250 51,750 58,441
07-09-2017 49.6184 105.81 1,269.71 5,250 57,000 63,001
07-10-2017 49.5588 105.93 1,375.64 5,250 62,250 68,175
07-11-2017 51.6561 101.63 1,477.28 5,250 67,500 76,310
07-12-2017 51.4011 102.14 1,579.41 5,250 72,750 81,184
07-01-2018 53.1733 98.73 1,678.15 5,250 78,000 89,233
07-02-2018 51.9429 101.07 1,779.22 5,250 83,250 92,418
07-03-2018 50.7366 103.48 1,882.7 5,250 88,500 95,522
07-04-2018 51.8931 101.17 1,983.87 5,250 93,750 102,949
07-05-2018 52.2157 100.54 2,084.41 5,250 99,000 108,839
07-06-2018 51.238 179.31 2,263.72 9,188 108,188 115,988
09-07-2018 50.853 180.67 2,444.39 9,188 117,375 124,304
07-08-2018 52.533 174.89 2,619.28 9,188 126,562 137,599
07-09-2018 52.879 173.75 2,793.02 9,188 135,750 147,692
08-10-2018 48.288 190.26 2,983.29 9,188 144,938 144,057
09-11-2018 50.244 182.86 3,166.15 9,188 154,125 159,080
07-12-2018 50.442 182.14 3,348.29 9,188 163,312 168,894
07-01-2019 51.218 179.38 3,527.67 9,188 172,500 180,680
07-02-2019 51.161 179.58 3,707.25 9,188 181,688 189,666
07-03-2019 51.976 176.76 3,884.01 9,188 190,875 201,875
08-04-2019 54.181 169.57 4,053.58 9,188 200,062 219,627
07-05-2019 53.131 172.92 4,226.5 9,188 209,250 224,558
07-06-2019 54.729 293.78 4,520.28 16,078 225,328 247,390
08-07-2019 54.242 296.41 4,816.69 16,078 241,406 261,267
07-08-2019 51.706 310.95 5,127.65 16,078 257,484 265,130
09-09-2019 52.073 308.76 5,436.41 16,078 273,562 283,090
07-10-2019 52.034 308.99 5,745.4 16,078 289,641 298,956
07-11-2019 54.572 294.62 6,040.02 16,078 305,719 329,616
09-12-2019 54.411 295.49 6,335.52 16,078 321,797 344,722
07-01-2020 54.969 292.49 6,628.01 16,078 337,875 364,335
07-02-2020 55.664 288.84 6,916.85 16,078 353,953 385,020
09-03-2020 50.007 321.52 7,238.37 16,078 370,031 361,969
07-04-2020 42.744 376.15 7,614.52 16,078 386,109 325,475
07-05-2020 44.794 358.93 7,973.46 16,078 402,188 357,163
08-06-2020 48.034 585.77 8,559.22 28,137 430,324 411,134
07-07-2020 50.538 556.74 9,115.97 28,137 458,461 460,703
07-08-2020 51.735 543.86 9,659.83 28,137 486,598 499,751
07-09-2020 52.766 533.24 10,193.06 28,137 514,734 537,847
07-10-2020 53.453 526.38 10,719.45 28,137 542,871 572,987
09-11-2020 56.524 497.78 11,217.23 28,137 571,008 634,043
07-12-2020 60.696 463.57 11,680.8 28,137 599,145 708,978
07-01-2021 63.957 439.93 12,120.73 28,137 627,281 775,206
08-02-2021 68.647 409.88 12,530.61 28,137 655,418 860,188
08-03-2021 68.626 410 12,940.61 28,137 683,555 888,062
07-04-2021 67.702 415.6 13,356.2 28,137 711,691 904,242
07-05-2021 68.38 411.48 13,767.68 28,137 739,828 941,434
07-06-2021 72.678 677.5 14,445.18 49,239 789,067 1,049,847
07-07-2021 74.287 662.82 15,108 49,239 838,307 1,122,328
09-08-2021 75.435 652.74 15,760.74 49,239 887,546 1,188,911
07-09-2021 77.566 634.8 16,395.54 49,239 936,785 1,271,737
07-10-2021 79.027 623.07 17,018.61 49,239 986,024 1,344,930
08-11-2021 81.205 606.36 17,624.97 49,239 1,035,264 1,431,236
07-12-2021 78.299 628.86 18,253.83 49,239 1,084,503 1,429,257
07-01-2022 80.054 615.08 18,868.91 49,239 1,133,742 1,510,532
07-02-2022 79.665 618.08 19,486.99 49,239 1,182,981 1,552,431
07-03-2022 74.604 660.01 20,147 49,239 1,232,221 1,503,046
07-04-2022 80.967 608.14 20,755.14 49,239 1,281,460 1,680,481
09-05-2022 76.16 646.52 21,401.66 49,239 1,330,699 1,629,950
07-06-2022 76.44 1,127.27 22,528.93 86,169 1,416,868 1,722,112
07-07-2022 76.214 1,130.62 23,659.55 86,169 1,503,037 1,803,189
08-08-2022 80.963 1,064.3 24,723.84 86,169 1,589,205 2,001,717
07-09-2022 82.818 1,040.46 25,764.3 86,169 1,675,374 2,133,748
07-10-2022 81.952 1,051.45 26,815.76 86,169 1,761,543 2,197,605
07-11-2022 85.116 1,012.37 27,828.12 86,169 1,847,711 2,368,619
07-12-2022 86.801 992.72 28,820.84 86,169 1,933,880 2,501,678
09-01-2023 85.99 1,002.08 29,822.92 86,169 2,020,049 2,564,473
07-02-2023 85.151 1,011.95 30,834.87 86,169 2,106,218 2,625,620
08-03-2023 85.585 1,006.82 31,841.69 86,169 2,192,386 2,725,171
10-04-2023 85.664 1,005.89 32,847.58 86,169 2,278,555 2,813,855
08-05-2023 88.253 976.38 33,823.96 86,169 2,364,724 2,985,066
07-06-2023 90.745 1,661.75 35,485.71 150,795 2,515,519 3,220,151
07-07-2023 93.052 1,620.55 37,106.26 150,795 2,666,314 3,452,812
07-08-2023 93.828 1,607.15 38,713.4 150,795 2,817,109 3,632,401
07-09-2023 95.342 1,581.62 40,295.03 150,795 2,967,905 3,841,809
09-10-2023 94.637 1,593.41 41,888.44 150,795 3,118,700 3,964,196
07-11-2023 93.647 1,610.25 43,498.69 150,795 3,269,495 4,073,522
07-12-2023 98.516 1,530.67 45,029.35 150,795 3,420,290 4,436,112
08-01-2024 100.785 1,496.21 46,525.56 150,795 3,571,085 4,689,079
07-02-2024 102.716 1,468.08 47,993.64 150,795 3,721,881 4,929,715
07-03-2024 104.887 1,437.69 49,431.33 150,795 3,872,676 5,184,704
08-04-2024 105.469 1,429.76 50,861.09 150,795 4,023,471 5,364,268
07-05-2024 105.335 1,431.58 52,292.67 150,795 4,174,266 5,508,248
07-06-2024 109.736 2,404.79 54,697.46 263,892 4,438,158 6,002,280
08-07-2024 113.935 2,316.16 57,013.62 263,892 4,702,050 6,495,846
07-08-2024 113.183 2,331.55 59,345.16 263,892 4,965,941 6,716,864
09-09-2024 115.885 2,277.19 61,622.35 263,892 5,229,833 7,141,106
07-10-2024 114.155 2,311.7 63,934.04 263,892 5,493,725 7,298,391
07-11-2024 114.418 2,306.38 66,240.43 263,892 5,757,616 7,579,097
09-12-2024 116.926 2,256.91 68,497.34 263,892 6,021,508 8,009,120
07-01-2025 113.64 2,322.17 70,819.51 263,892 6,285,400 8,047,929
07-02-2025 111.887 2,358.56 73,178.07 263,892 6,549,291 8,187,674
07-03-2025 107.85 2,446.84 75,624.91 263,892 6,813,183 8,156,146
07-04-2025 107.586 2,452.84 78,077.75 263,892 7,077,074 8,400,073
07-05-2025 115.095 2,292.82 80,370.57 263,892 7,340,966 9,250,250
09-06-2025 119.152 3,875.81 84,246.37 461,810 7,802,777 10,038,124
07-07-2025 120.527 3,831.59 88,077.97 461,810 8,264,587 10,615,773
07-08-2025 117.292 3,937.27 92,015.24 461,810 8,726,397 10,792,651
08-09-2025 117.135 3,942.55 95,957.79 461,810 9,188,208 11,240,015
07-10-2025 118.592 3,894.11 99,851.9 461,810 9,650,018 11,841,636
07-11-2025 119.738 3,856.84 103,708.74 461,810 10,111,828 12,417,877
08-12-2025 120.242 3,840.67 107,549.41 461,810 10,573,639 12,931,956
07-01-2026 120.609 3,828.99 111,378.4 461,810 11,035,449 13,433,237
09-02-2026 119.597 3,861.39 115,239.79 461,810 11,497,260 13,782,333
09-03-2026 112.828 4,093.05 119,332.84 461,810 11,959,070 13,464,085
07-04-2026 108.558 4,254.04 123,586.88 461,810 12,420,880 13,416,344
07-05-2026 112.786 4,094.57 127,681.45 461,810 12,882,691 14,400,680
HDFC Hybrid Equity Fund - Growth Plan with 100.0% yearly Enhancement with 100.00% yearly enhancement 36828000.00 39385267.50 2557267.50 38769432.73 6295.43%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
07-06-2016 39.1116 76.7 76.7 3,000 3,000 3,000
07-07-2016 39.9235 75.14 151.85 3,000 6,000 6,062
07-08-2016 41.3873 72.49 224.33 3,000 9,000 9,285
07-09-2016 43.0014 69.77 294.1 3,000 12,000 12,647
07-10-2016 43.3195 69.25 363.35 3,000 15,000 15,740
07-11-2016 42.486 70.61 433.96 3,000 18,000 18,437
07-12-2016 41.6671 72 505.96 3,000 21,000 21,082
07-01-2017 41.9807 71.46 577.42 3,000 24,000 24,241
07-02-2017 44.1638 67.93 645.35 3,000 27,000 28,501
07-03-2017 44.2823 67.75 713.1 3,000 30,000 31,578
07-04-2017 45.8384 65.45 778.55 3,000 33,000 35,687
07-05-2017 46.766 64.15 842.7 3,000 36,000 39,410
07-06-2017 48.1159 124.7 967.4 6,000 42,000 46,547
07-07-2017 48.8215 122.9 1,090.29 6,000 48,000 53,230
07-08-2017 50.2115 119.49 1,209.79 6,000 54,000 60,745
07-09-2017 49.6184 120.92 1,330.71 6,000 60,000 66,028
07-10-2017 49.5588 121.07 1,451.78 6,000 66,000 71,948
07-11-2017 51.6561 116.15 1,567.93 6,000 72,000 80,993
07-12-2017 51.4011 116.73 1,684.66 6,000 78,000 86,593
07-01-2018 53.1733 112.84 1,797.5 6,000 84,000 95,579
07-02-2018 51.9429 115.51 1,913.01 6,000 90,000 99,367
07-03-2018 50.7366 118.26 2,031.27 6,000 96,000 103,060
07-04-2018 51.8931 115.62 2,146.89 6,000 102,000 111,409
07-05-2018 52.2157 114.91 2,261.8 6,000 108,000 118,101
07-06-2018 51.238 234.2 2,496 12,000 120,000 127,890
09-07-2018 50.853 235.97 2,731.97 12,000 132,000 138,929
07-08-2018 52.533 228.43 2,960.4 12,000 144,000 155,519
07-09-2018 52.879 226.93 3,187.33 12,000 156,000 168,543
08-10-2018 48.288 248.51 3,435.84 12,000 168,000 165,910
09-11-2018 50.244 238.83 3,674.68 12,000 180,000 184,630
07-12-2018 50.442 237.9 3,912.57 12,000 192,000 197,358
07-01-2019 51.218 234.29 4,146.87 12,000 204,000 212,394
07-02-2019 51.161 234.55 4,381.42 12,000 216,000 224,158
07-03-2019 51.976 230.88 4,612.3 12,000 228,000 239,729
08-04-2019 54.181 221.48 4,833.78 12,000 240,000 261,899
07-05-2019 53.131 225.86 5,059.63 12,000 252,000 268,823
07-06-2019 54.729 438.52 5,498.16 24,000 276,000 300,909
08-07-2019 54.242 442.46 5,940.62 24,000 300,000 322,231
07-08-2019 51.706 464.16 6,404.78 24,000 324,000 331,166
09-09-2019 52.073 460.89 6,865.67 24,000 348,000 357,516
07-10-2019 52.034 461.24 7,326.91 24,000 372,000 381,248
07-11-2019 54.572 439.79 7,766.7 24,000 396,000 423,844
09-12-2019 54.411 441.09 8,207.78 24,000 420,000 446,594
07-01-2020 54.969 436.61 8,644.39 24,000 444,000 475,174
07-02-2020 55.664 431.16 9,075.55 24,000 468,000 505,182
09-03-2020 50.007 479.93 9,555.48 24,000 492,000 477,841
07-04-2020 42.744 561.48 10,116.97 24,000 516,000 432,440
07-05-2020 44.794 535.79 10,652.75 24,000 540,000 477,179
08-06-2020 48.034 999.29 11,652.05 48,000 588,000 559,694
07-07-2020 50.538 949.78 12,601.83 48,000 636,000 636,871
07-08-2020 51.735 927.81 13,529.63 48,000 684,000 699,955
07-09-2020 52.766 909.68 14,439.31 48,000 732,000 761,904
07-10-2020 53.453 897.99 15,337.29 48,000 780,000 819,824
09-11-2020 56.524 849.2 16,186.49 48,000 828,000 914,925
07-12-2020 60.696 790.83 16,977.32 48,000 876,000 1,030,455
07-01-2021 63.957 750.5 17,727.82 48,000 924,000 1,133,818
08-02-2021 68.647 699.23 18,427.05 48,000 972,000 1,264,962
08-03-2021 68.626 699.44 19,126.49 48,000 1,020,000 1,312,575
07-04-2021 67.702 708.99 19,835.48 48,000 1,068,000 1,342,902
07-05-2021 68.38 701.96 20,537.44 48,000 1,116,000 1,404,350
07-06-2021 72.678 1,320.89 21,858.34 96,000 1,212,000 1,588,620
07-07-2021 74.287 1,292.29 23,150.62 96,000 1,308,000 1,719,790
09-08-2021 75.435 1,272.62 24,423.24 96,000 1,404,000 1,842,367
07-09-2021 77.566 1,237.66 25,660.9 96,000 1,500,000 1,990,413
07-10-2021 79.027 1,214.77 26,875.67 96,000 1,596,000 2,123,904
08-11-2021 81.205 1,182.19 28,057.86 96,000 1,692,000 2,278,439
07-12-2021 78.299 1,226.07 29,283.93 96,000 1,788,000 2,292,903
07-01-2022 80.054 1,199.19 30,483.12 96,000 1,884,000 2,440,296
07-02-2022 79.665 1,205.05 31,688.17 96,000 1,980,000 2,524,438
07-03-2022 74.604 1,286.79 32,974.96 96,000 2,076,000 2,460,064
07-04-2022 80.967 1,185.67 34,160.63 96,000 2,172,000 2,765,884
09-05-2022 76.16 1,260.5 35,421.14 96,000 2,268,000 2,697,674
07-06-2022 76.44 2,511.77 37,932.91 192,000 2,460,000 2,899,592
07-07-2022 76.214 2,519.22 40,452.13 192,000 2,652,000 3,083,019
08-08-2022 80.963 2,371.45 42,823.59 192,000 2,844,000 3,467,126
07-09-2022 82.818 2,318.34 45,141.92 192,000 3,036,000 3,738,564
07-10-2022 81.952 2,342.83 47,484.76 192,000 3,228,000 3,891,471
07-11-2022 85.116 2,255.75 49,740.5 192,000 3,420,000 4,233,713
07-12-2022 86.801 2,211.96 51,952.46 192,000 3,612,000 4,509,525
09-01-2023 85.99 2,232.82 54,185.28 192,000 3,804,000 4,659,392
07-02-2023 85.151 2,254.82 56,440.09 192,000 3,996,000 4,805,931
08-03-2023 85.585 2,243.38 58,683.48 192,000 4,188,000 5,022,426
10-04-2023 85.664 2,241.31 60,924.79 192,000 4,380,000 5,219,062
08-05-2023 88.253 2,175.56 63,100.36 192,000 4,572,000 5,568,796
07-06-2023 90.745 4,231.64 67,331.99 384,000 4,956,000 6,110,042
07-07-2023 93.052 4,126.72 71,458.72 384,000 5,340,000 6,649,377
07-08-2023 93.828 4,092.59 75,551.31 384,000 5,724,000 7,088,829
07-09-2023 95.342 4,027.61 79,578.92 384,000 6,108,000 7,587,213
09-10-2023 94.637 4,057.61 83,636.53 384,000 6,492,000 7,915,110
07-11-2023 93.647 4,100.51 87,737.04 384,000 6,876,000 8,216,310
07-12-2023 98.516 3,897.84 91,634.88 384,000 7,260,000 9,027,502
08-01-2024 100.785 3,810.09 95,444.97 384,000 7,644,000 9,619,421
07-02-2024 102.716 3,738.46 99,183.43 384,000 8,028,000 10,187,726
07-03-2024 104.887 3,661.08 102,844.52 384,000 8,412,000 10,787,053
08-04-2024 105.469 3,640.88 106,485.4 384,000 8,796,000 11,230,908
07-05-2024 105.335 3,645.51 110,130.91 384,000 9,180,000 11,600,639
07-06-2024 109.736 6,998.61 117,129.52 768,000 9,948,000 12,853,325
08-07-2024 113.935 6,740.69 123,870.21 768,000 10,716,000 14,113,152
07-08-2024 113.183 6,785.47 130,655.68 768,000 11,484,000 14,788,002
09-09-2024 115.885 6,627.26 137,282.94 768,000 12,252,000 15,909,034
07-10-2024 114.155 6,727.69 144,010.63 768,000 13,020,000 16,439,534
07-11-2024 114.418 6,712.23 150,722.87 768,000 13,788,000 17,245,409
09-12-2024 116.926 6,568.26 157,291.12 768,000 14,556,000 18,391,422
07-01-2025 113.64 6,758.18 164,049.31 768,000 15,324,000 18,642,563
07-02-2025 111.887 6,864.07 170,913.37 768,000 16,092,000 19,122,985
07-03-2025 107.85 7,121 178,034.38 768,000 16,860,000 19,201,007
07-04-2025 107.586 7,138.48 185,172.85 768,000 17,628,000 19,922,006
07-05-2025 115.095 6,672.75 191,845.6 768,000 18,396,000 22,080,469
09-06-2025 119.152 12,891.1 204,736.7 1,536,000 19,932,000 24,394,787
07-07-2025 120.527 12,744.03 217,480.73 1,536,000 21,468,000 26,212,300
07-08-2025 117.292 13,095.52 230,576.25 1,536,000 23,004,000 27,044,750
08-09-2025 117.135 13,113.07 243,689.33 1,536,000 24,540,000 28,544,549
07-10-2025 118.592 12,951.97 256,641.3 1,536,000 26,076,000 30,435,605
07-11-2025 119.738 12,828.01 269,469.3 1,536,000 27,612,000 32,265,715
08-12-2025 120.242 12,774.24 282,243.54 1,536,000 29,148,000 33,937,528
07-01-2026 120.609 12,735.37 294,978.91 1,536,000 30,684,000 35,577,111
09-02-2026 119.597 12,843.13 307,822.04 1,536,000 32,220,000 36,814,593
09-03-2026 112.828 13,613.64 321,435.68 1,536,000 33,756,000 36,266,945
07-04-2026 108.558 14,149.12 335,584.8 1,536,000 35,292,000 36,430,415
07-05-2026 112.786 13,618.71 349,203.51 1,536,000 36,828,000 39,385,268

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.