SIP with Annual Increase

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Scheme SIP Investment Cost SIP Value as on 01-12-2025 Growth Amount Enhanced Growth Amount Enhanced Growth (%)
HDFC Hybrid Equity Fund - Growth Plan with 0.0% yearly Enhancement with .00% yearly enhancement 360000.00 696163.56 336163.56 - -%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
01-01-2016 37.9764 79 79 3,000 3,000 3,000
01-02-2016 35.9104 83.54 162.54 3,000 6,000 5,837
01-03-2016 34.4867 86.99 249.53 3,000 9,000 8,605
01-04-2016 37.0746 80.92 330.45 3,000 12,000 12,251
01-05-2016 37.7471 79.48 409.92 3,000 15,000 15,473
01-06-2016 38.7618 77.4 487.32 3,000 18,000 18,889
01-07-2016 39.7608 75.45 562.77 3,000 21,000 22,376
01-08-2016 41.2818 72.67 635.44 3,000 24,000 26,232
01-09-2016 42.2682 70.98 706.42 3,000 27,000 29,859
01-10-2016 42.539 70.52 776.94 3,000 30,000 33,050
01-11-2016 43.3369 69.23 846.16 3,000 33,000 36,670
01-12-2016 42.1079 71.25 917.41 3,000 36,000 38,630
01-01-2017 41.4724 72.34 989.75 3,000 39,000 41,047
01-02-2017 43.677 68.69 1,058.43 3,000 42,000 46,229
01-03-2017 44.368 67.62 1,126.05 3,000 45,000 49,961
01-04-2017 45.6705 65.69 1,191.74 3,000 48,000 54,427
01-05-2017 46.8503 64.03 1,255.77 3,000 51,000 58,833
01-06-2017 47.9054 62.62 1,318.39 3,000 54,000 63,158
01-07-2017 48.0957 62.38 1,380.77 3,000 57,000 66,409
01-08-2017 50.255 59.7 1,440.47 3,000 60,000 72,391
01-09-2017 49.8167 60.22 1,500.69 3,000 63,000 74,759
01-10-2017 49.0264 61.19 1,561.88 3,000 66,000 76,573
01-11-2017 51.7105 58.02 1,619.89 3,000 69,000 83,765
01-12-2017 51.2317 58.56 1,678.45 3,000 72,000 85,990
01-01-2018 52.6907 56.94 1,735.39 3,000 75,000 91,439
01-02-2018 53.3691 56.21 1,791.6 3,000 78,000 95,616
01-03-2018 51.7303 57.99 1,849.59 3,000 81,000 95,680
01-04-2018 50.8052 59.05 1,908.64 3,000 84,000 96,969
01-05-2018 52.4879 57.16 1,965.8 3,000 87,000 103,181
01-06-2018 51.246 58.54 2,024.34 3,000 90,000 103,739
02-07-2018 50.213 59.75 2,084.08 3,000 93,000 104,648
01-08-2018 52.117 57.56 2,141.65 3,000 96,000 111,616
03-09-2018 53.059 56.54 2,198.19 3,000 99,000 116,634
01-10-2018 50.349 59.58 2,257.77 3,000 102,000 113,677
01-11-2018 49.734 60.32 2,318.09 3,000 105,000 115,288
03-12-2018 50.983 58.84 2,376.94 3,000 108,000 121,183
01-01-2019 51.606 58.13 2,435.07 3,000 111,000 125,664
01-02-2019 51.097 58.71 2,493.78 3,000 114,000 127,425
01-03-2019 51.015 58.81 2,552.59 3,000 117,000 130,220
01-04-2019 54.526 55.02 2,607.61 3,000 120,000 142,182
02-05-2019 53.696 55.87 2,663.48 3,000 123,000 143,018
03-06-2019 55.406 54.15 2,717.62 3,000 126,000 150,573
01-07-2019 55.12 54.43 2,772.05 3,000 129,000 152,795
01-08-2019 52.118 57.56 2,829.61 3,000 132,000 147,474
03-09-2019 51.271 58.51 2,888.12 3,000 135,000 148,077
01-10-2019 53.093 56.5 2,944.63 3,000 138,000 156,339
01-11-2019 54.394 55.15 2,999.78 3,000 141,000 163,170
02-12-2019 54.938 54.61 3,054.39 3,000 144,000 167,802
01-01-2020 55.407 54.14 3,108.53 3,000 147,000 172,234
03-02-2020 54.015 55.54 3,164.07 3,000 150,000 170,907
02-03-2020 52.494 57.15 3,221.22 3,000 153,000 169,095
01-04-2020 41.466 72.35 3,293.57 3,000 156,000 136,571
04-05-2020 45.177 66.41 3,359.98 3,000 159,000 151,794
01-06-2020 46.599 64.38 3,424.35 3,000 162,000 159,572
01-07-2020 49.316 60.83 3,485.19 3,000 165,000 171,875
03-08-2020 50.706 59.16 3,544.35 3,000 168,000 179,720
01-09-2020 53.415 56.16 3,600.52 3,000 171,000 192,322
01-10-2020 52.652 56.98 3,657.49 3,000 174,000 192,574
02-11-2020 53.878 55.68 3,713.17 3,000 177,000 200,058
01-12-2020 59.711 50.24 3,763.42 3,000 180,000 224,717
01-01-2021 62.861 47.72 3,811.14 3,000 183,000 239,572
01-02-2021 65.012 46.15 3,857.29 3,000 186,000 250,770
01-03-2021 68.406 43.86 3,901.14 3,000 189,000 266,862
01-04-2021 68.088 44.06 3,945.2 3,000 192,000 268,621
03-05-2021 67.528 44.43 3,989.63 3,000 195,000 269,412
01-06-2021 71.804 41.78 4,031.41 3,000 198,000 289,471
01-07-2021 73.196 40.99 4,072.4 3,000 201,000 298,083
02-08-2021 74.843 40.08 4,112.48 3,000 204,000 307,790
01-09-2021 76.815 39.05 4,151.53 3,000 207,000 318,900
01-10-2021 78.239 38.34 4,189.88 3,000 210,000 327,812
01-11-2021 80.266 37.38 4,227.25 3,000 213,000 339,305
01-12-2021 77.997 38.46 4,265.72 3,000 216,000 332,713
03-01-2022 79.642 37.67 4,303.39 3,000 219,000 342,730
01-02-2022 80.596 37.22 4,340.61 3,000 222,000 349,836
02-03-2022 76.943 38.99 4,379.6 3,000 225,000 336,979
01-04-2022 80.337 37.34 4,416.94 3,000 228,000 354,844
02-05-2022 78.832 38.06 4,455 3,000 231,000 351,196
01-06-2022 77.03 38.95 4,493.94 3,000 234,000 346,168
01-07-2022 74.632 40.2 4,534.14 3,000 237,000 338,392
01-08-2022 80.468 37.28 4,571.42 3,000 240,000 367,853
01-09-2022 82.371 36.42 4,607.84 3,000 243,000 379,553
03-10-2022 80.398 37.31 4,645.16 3,000 246,000 373,461
01-11-2022 84.629 35.45 4,680.6 3,000 249,000 396,115
01-12-2022 87.176 34.41 4,715.02 3,000 252,000 411,036
02-01-2023 86.198 34.8 4,749.82 3,000 255,000 409,425
01-02-2023 84.412 35.54 4,785.36 3,000 258,000 403,942
01-03-2023 84.456 35.52 4,820.88 3,000 261,000 407,152
03-04-2023 84.775 35.39 4,856.27 3,000 264,000 411,690
02-05-2023 87.906 34.13 4,890.4 3,000 267,000 429,895
01-06-2023 89.504 33.52 4,923.92 3,000 270,000 440,710
03-07-2023 92.805 32.33 4,956.24 3,000 273,000 459,964
01-08-2023 94.758 31.66 4,987.9 3,000 276,000 472,644
01-09-2023 94.102 31.88 5,019.78 3,000 279,000 472,372
03-10-2023 95.063 31.56 5,051.34 3,000 282,000 480,196
01-11-2023 92.388 32.47 5,083.81 3,000 285,000 469,683
01-12-2023 96.197 31.19 5,115 3,000 288,000 492,047
01-01-2024 101.018 29.7 5,144.7 3,000 291,000 519,707
01-02-2024 102.269 29.33 5,174.03 3,000 294,000 529,143
01-03-2024 104.558 28.69 5,202.72 3,000 297,000 543,986
01-04-2024 104.796 28.63 5,231.35 3,000 300,000 548,224
02-05-2024 106.658 28.13 5,259.48 3,000 303,000 560,965
03-06-2024 110.076 27.25 5,286.73 3,000 306,000 581,942
01-07-2024 113.092 26.53 5,313.26 3,000 309,000 600,887
01-08-2024 115.419 25.99 5,339.25 3,000 312,000 616,251
02-09-2024 116.331 25.79 5,365.04 3,000 315,000 624,120
01-10-2024 117.55 25.52 5,390.56 3,000 318,000 633,660
04-11-2024 113.414 26.45 5,417.01 3,000 321,000 614,365
02-12-2024 115.312 26.02 5,443.03 3,000 324,000 627,646
01-01-2025 114.307 26.25 5,469.27 3,000 327,000 625,176
03-02-2025 110.663 27.11 5,496.38 3,000 330,000 608,246
03-03-2025 105.754 28.37 5,524.75 3,000 333,000 584,264
01-04-2025 110.547 27.14 5,551.89 3,000 336,000 613,744
02-05-2025 115.08 26.07 5,577.96 3,000 339,000 641,911
02-06-2025 118.057 25.41 5,603.37 3,000 342,000 661,517
01-07-2025 120.395 24.92 5,628.29 3,000 345,000 677,617
01-08-2025 118.202 25.38 5,653.67 3,000 348,000 668,275
01-09-2025 116.821 25.68 5,679.35 3,000 351,000 663,467
01-10-2025 117.674 25.49 5,704.84 3,000 354,000 671,311
03-11-2025 120.612 24.87 5,729.71 3,000 357,000 691,072
01-12-2025 120.977 24.8 5,754.51 3,000 360,000 696,164
HDFC Hybrid Equity Fund - Growth Plan with 5.0% yearly Enhancement with 5.00% yearly enhancement 452804.13 835528.30 382724.17 139364.74 20.02%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
01-01-2016 37.9764 79 79 3,000 3,000 3,000
01-02-2016 35.9104 83.54 162.54 3,000 6,000 5,837
01-03-2016 34.4867 86.99 249.53 3,000 9,000 8,605
01-04-2016 37.0746 80.92 330.45 3,000 12,000 12,251
01-05-2016 37.7471 79.48 409.92 3,000 15,000 15,473
01-06-2016 38.7618 77.4 487.32 3,000 18,000 18,889
01-07-2016 39.7608 75.45 562.77 3,000 21,000 22,376
01-08-2016 41.2818 72.67 635.44 3,000 24,000 26,232
01-09-2016 42.2682 70.98 706.42 3,000 27,000 29,859
01-10-2016 42.539 70.52 776.94 3,000 30,000 33,050
01-11-2016 43.3369 69.23 846.16 3,000 33,000 36,670
01-12-2016 42.1079 71.25 917.41 3,000 36,000 38,630
01-01-2017 41.4724 75.95 993.36 3,150 39,150 41,197
01-02-2017 43.677 72.12 1,065.48 3,150 42,300 46,537
01-03-2017 44.368 71 1,136.48 3,150 45,450 50,423
01-04-2017 45.6705 68.97 1,205.45 3,150 48,600 55,054
01-05-2017 46.8503 67.24 1,272.69 3,150 51,750 59,626
01-06-2017 47.9054 65.75 1,338.44 3,150 54,900 64,119
01-07-2017 48.0957 65.49 1,403.94 3,150 58,050 67,523
01-08-2017 50.255 62.68 1,466.62 3,150 61,200 73,705
01-09-2017 49.8167 63.23 1,529.85 3,150 64,350 76,212
01-10-2017 49.0264 64.25 1,594.1 3,150 67,500 78,153
01-11-2017 51.7105 60.92 1,655.02 3,150 70,650 85,582
01-12-2017 51.2317 61.49 1,716.5 3,150 73,800 87,939
01-01-2018 52.6907 62.77 1,779.27 3,308 77,108 93,751
01-02-2018 53.3691 61.97 1,841.25 3,308 80,415 98,266
01-03-2018 51.7303 63.94 1,905.19 3,308 83,722 98,556
01-04-2018 50.8052 65.1 1,970.29 3,308 87,030 100,101
01-05-2018 52.4879 63.01 2,033.3 3,308 90,338 106,724
01-06-2018 51.246 64.54 2,097.84 3,308 93,645 107,506
02-07-2018 50.213 65.87 2,163.71 3,308 96,952 108,647
01-08-2018 52.117 63.46 2,227.18 3,308 100,260 116,074
03-09-2018 53.059 62.34 2,289.51 3,308 103,568 121,479
01-10-2018 50.349 65.69 2,355.2 3,308 106,875 118,582
01-11-2018 49.734 66.5 2,421.71 3,308 110,182 120,441
03-12-2018 50.983 64.87 2,486.58 3,308 113,490 126,773
01-01-2019 51.606 67.3 2,553.88 3,473 116,963 131,795
01-02-2019 51.097 67.97 2,621.84 3,473 120,436 133,968
01-03-2019 51.015 68.08 2,689.92 3,473 123,909 137,226
01-04-2019 54.526 63.69 2,753.61 3,473 127,382 150,143
02-05-2019 53.696 64.68 2,818.29 3,473 130,854 151,331
03-06-2019 55.406 62.68 2,880.97 3,473 134,327 159,623
01-07-2019 55.12 63.01 2,943.98 3,473 137,800 162,272
01-08-2019 52.118 66.63 3,010.61 3,473 141,273 156,907
03-09-2019 51.271 67.74 3,078.35 3,473 144,746 157,830
01-10-2019 53.093 65.41 3,143.76 3,473 148,219 166,911
01-11-2019 54.394 63.85 3,207.6 3,473 151,692 174,474
02-12-2019 54.938 63.21 3,270.82 3,473 155,164 179,692
01-01-2020 55.407 65.81 3,336.63 3,647 158,811 184,873
03-02-2020 54.015 67.51 3,404.14 3,647 162,458 183,875
02-03-2020 52.494 69.47 3,473.61 3,647 166,104 182,343
01-04-2020 41.466 87.94 3,561.55 3,647 169,751 147,683
04-05-2020 45.177 80.72 3,642.26 3,647 173,397 164,546
01-06-2020 46.599 78.25 3,720.52 3,647 177,044 173,372
01-07-2020 49.316 73.94 3,794.46 3,647 180,690 187,127
03-08-2020 50.706 71.91 3,866.37 3,647 184,337 196,048
01-09-2020 53.415 68.27 3,934.64 3,647 187,983 210,169
01-10-2020 52.652 69.26 4,003.9 3,647 191,630 210,813
02-11-2020 53.878 67.68 4,071.58 3,647 195,276 219,368
01-12-2020 59.711 61.07 4,132.65 3,647 198,923 246,765
01-01-2021 62.861 60.91 4,193.56 3,829 202,752 263,611
01-02-2021 65.012 58.89 4,252.45 3,829 206,580 276,460
01-03-2021 68.406 55.97 4,308.42 3,829 210,409 294,722
01-04-2021 68.088 56.23 4,364.66 3,829 214,238 297,181
03-05-2021 67.528 56.7 4,421.36 3,829 218,067 298,565
01-06-2021 71.804 53.32 4,474.68 3,829 221,896 321,300
01-07-2021 73.196 52.31 4,526.99 3,829 225,725 331,358
02-08-2021 74.843 51.16 4,578.15 3,829 229,553 342,642
01-09-2021 76.815 49.85 4,627.99 3,829 233,382 355,499
01-10-2021 78.239 48.94 4,676.93 3,829 237,211 365,918
01-11-2021 80.266 47.7 4,724.63 3,829 241,040 379,227
01-12-2021 77.997 49.09 4,773.72 3,829 244,869 372,336
03-01-2022 79.642 50.48 4,824.2 4,020 248,889 384,209
01-02-2022 80.596 49.88 4,874.09 4,020 252,909 392,832
02-03-2022 76.943 52.25 4,926.34 4,020 256,930 379,047
01-04-2022 80.337 50.04 4,976.38 4,020 260,950 399,787
02-05-2022 78.832 51 5,027.38 4,020 264,970 396,318
01-06-2022 77.03 52.19 5,079.57 4,020 268,991 391,279
01-07-2022 74.632 53.87 5,133.44 4,020 273,011 383,119
01-08-2022 80.468 49.96 5,183.4 4,020 277,031 417,098
01-09-2022 82.371 48.81 5,232.2 4,020 281,051 430,982
03-10-2022 80.398 50 5,282.21 4,020 285,072 424,679
01-11-2022 84.629 47.5 5,329.71 4,020 289,092 451,048
01-12-2022 87.176 46.12 5,375.83 4,020 293,112 468,643
02-01-2023 86.198 48.97 5,424.8 4,221 297,334 467,607
01-02-2023 84.412 50.01 5,474.81 4,221 301,555 462,140
01-03-2023 84.456 49.98 5,524.79 4,221 305,776 466,602
03-04-2023 84.775 49.79 5,574.59 4,221 309,998 472,586
02-05-2023 87.906 48.02 5,622.61 4,221 314,219 494,261
01-06-2023 89.504 47.16 5,669.77 4,221 318,440 507,467
03-07-2023 92.805 45.49 5,715.26 4,221 322,661 530,404
01-08-2023 94.758 44.55 5,759.81 4,221 326,883 545,788
01-09-2023 94.102 44.86 5,804.66 4,221 331,104 546,230
03-10-2023 95.063 44.41 5,849.07 4,221 335,325 556,030
01-11-2023 92.388 45.69 5,894.76 4,221 339,547 544,605
01-12-2023 96.197 43.88 5,938.64 4,221 343,768 571,280
01-01-2024 101.018 43.88 5,982.52 4,432 348,200 604,342
01-02-2024 102.269 43.34 6,025.86 4,432 352,633 616,259
01-03-2024 104.558 42.39 6,068.25 4,432 357,065 634,484
01-04-2024 104.796 42.3 6,110.55 4,432 361,497 640,361
02-05-2024 106.658 41.56 6,152.1 4,432 365,930 656,171
03-06-2024 110.076 40.27 6,192.37 4,432 370,362 681,631
01-07-2024 113.092 39.19 6,231.56 4,432 374,794 704,740
01-08-2024 115.419 38.4 6,269.96 4,432 379,227 723,673
02-09-2024 116.331 38.1 6,308.07 4,432 383,659 733,824
01-10-2024 117.55 37.71 6,345.77 4,432 388,092 745,945
04-11-2024 113.414 39.08 6,384.85 4,432 392,524 724,132
02-12-2024 115.312 38.44 6,423.29 4,432 396,956 740,683
01-01-2025 114.307 40.71 6,464.01 4,654 401,610 738,881
03-02-2025 110.663 42.06 6,506.06 4,654 406,264 719,980
03-03-2025 105.754 44.01 6,550.07 4,654 410,918 692,696
01-04-2025 110.547 42.1 6,592.17 4,654 415,572 728,744
02-05-2025 115.08 40.44 6,632.61 4,654 420,226 763,281
02-06-2025 118.057 39.42 6,672.03 4,654 424,880 787,680
01-07-2025 120.395 38.66 6,710.69 4,654 429,534 807,933
01-08-2025 118.202 39.37 6,750.06 4,654 434,188 797,871
01-09-2025 116.821 39.84 6,789.9 4,654 438,842 793,203
01-10-2025 117.674 39.55 6,829.45 4,654 443,496 803,649
03-11-2025 120.612 38.59 6,868.04 4,654 448,150 828,367
01-12-2025 120.977 38.47 6,906.51 4,654 452,804 835,528
HDFC Hybrid Equity Fund - Growth Plan with 10.0% yearly Enhancement with 10.00% yearly enhancement 573747.29 1011548.60 437801.31 315385.04 45.30%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
01-01-2016 37.9764 79 79 3,000 3,000 3,000
01-02-2016 35.9104 83.54 162.54 3,000 6,000 5,837
01-03-2016 34.4867 86.99 249.53 3,000 9,000 8,605
01-04-2016 37.0746 80.92 330.45 3,000 12,000 12,251
01-05-2016 37.7471 79.48 409.92 3,000 15,000 15,473
01-06-2016 38.7618 77.4 487.32 3,000 18,000 18,889
01-07-2016 39.7608 75.45 562.77 3,000 21,000 22,376
01-08-2016 41.2818 72.67 635.44 3,000 24,000 26,232
01-09-2016 42.2682 70.98 706.42 3,000 27,000 29,859
01-10-2016 42.539 70.52 776.94 3,000 30,000 33,050
01-11-2016 43.3369 69.23 846.16 3,000 33,000 36,670
01-12-2016 42.1079 71.25 917.41 3,000 36,000 38,630
01-01-2017 41.4724 79.57 996.98 3,300 39,300 41,347
01-02-2017 43.677 75.55 1,072.54 3,300 42,600 46,845
01-03-2017 44.368 74.38 1,146.91 3,300 45,900 50,886
01-04-2017 45.6705 72.26 1,219.17 3,300 49,200 55,680
01-05-2017 46.8503 70.44 1,289.61 3,300 52,500 60,418
01-06-2017 47.9054 68.89 1,358.49 3,300 55,800 65,079
01-07-2017 48.0957 68.61 1,427.11 3,300 59,100 68,638
01-08-2017 50.255 65.67 1,492.77 3,300 62,400 75,019
01-09-2017 49.8167 66.24 1,559.01 3,300 65,700 77,665
01-10-2017 49.0264 67.31 1,626.32 3,300 69,000 79,733
01-11-2017 51.7105 63.82 1,690.14 3,300 72,300 87,398
01-12-2017 51.2317 64.41 1,754.55 3,300 75,600 89,889
01-01-2018 52.6907 68.89 1,823.45 3,630 79,230 96,079
01-02-2018 53.3691 68.02 1,891.46 3,630 82,860 100,946
01-03-2018 51.7303 70.17 1,961.64 3,630 86,490 101,476
01-04-2018 50.8052 71.45 2,033.09 3,630 90,120 103,291
01-05-2018 52.4879 69.16 2,102.24 3,630 93,750 110,342
01-06-2018 51.246 70.83 2,173.08 3,630 97,380 111,362
02-07-2018 50.213 72.29 2,245.37 3,630 101,010 112,747
01-08-2018 52.117 69.65 2,315.02 3,630 104,640 120,652
03-09-2018 53.059 68.41 2,383.44 3,630 108,270 126,463
01-10-2018 50.349 72.1 2,455.53 3,630 111,900 123,634
01-11-2018 49.734 72.99 2,528.52 3,630 115,530 125,753
03-12-2018 50.983 71.2 2,599.72 3,630 119,160 132,542
01-01-2019 51.606 77.37 2,677.1 3,993 123,153 138,154
01-02-2019 51.097 78.15 2,755.24 3,993 127,146 140,785
01-03-2019 51.015 78.27 2,833.51 3,993 131,139 144,552
01-04-2019 54.526 73.23 2,906.74 3,993 135,132 158,493
02-05-2019 53.696 74.36 2,981.11 3,993 139,125 160,074
03-06-2019 55.406 72.07 3,053.17 3,993 143,118 169,164
01-07-2019 55.12 72.44 3,125.62 3,993 147,111 172,284
01-08-2019 52.118 76.61 3,202.23 3,993 151,104 166,894
03-09-2019 51.271 77.88 3,280.11 3,993 155,097 168,175
01-10-2019 53.093 75.21 3,355.32 3,993 159,090 178,144
01-11-2019 54.394 73.41 3,428.73 3,993 163,083 186,502
02-12-2019 54.938 72.68 3,501.41 3,993 167,076 192,360
01-01-2020 55.407 79.27 3,580.68 4,392 171,468 198,395
03-02-2020 54.015 81.32 3,662 4,392 175,861 197,803
02-03-2020 52.494 83.67 3,745.67 4,392 180,253 196,625
01-04-2020 41.466 105.93 3,851.6 4,392 184,645 159,710
04-05-2020 45.177 97.22 3,948.82 4,392 189,037 178,396
01-06-2020 46.599 94.26 4,043.08 4,392 193,430 188,403
01-07-2020 49.316 89.06 4,132.14 4,392 197,822 203,781
03-08-2020 50.706 86.62 4,218.77 4,392 202,214 213,917
01-09-2020 53.415 82.23 4,301 4,392 206,607 229,738
01-10-2020 52.652 83.42 4,384.42 4,392 210,999 230,848
02-11-2020 53.878 81.52 4,465.94 4,392 215,391 240,616
01-12-2020 59.711 73.56 4,539.5 4,392 219,784 271,058
01-01-2021 62.861 76.86 4,616.36 4,832 224,615 290,189
01-02-2021 65.012 74.32 4,690.68 4,832 229,447 304,950
01-03-2021 68.406 70.63 4,761.31 4,832 234,278 325,702
01-04-2021 68.088 70.96 4,832.27 4,832 239,110 329,019
03-05-2021 67.528 71.55 4,903.82 4,832 243,941 331,145
01-06-2021 71.804 67.29 4,971.1 4,832 248,773 356,945
01-07-2021 73.196 66.01 5,037.11 4,832 253,604 368,696
02-08-2021 74.843 64.56 5,101.67 4,832 258,436 381,824
01-09-2021 76.815 62.9 5,164.57 4,832 263,267 396,716
01-10-2021 78.239 61.75 5,226.32 4,832 268,099 408,902
01-11-2021 80.266 60.19 5,286.51 4,832 272,930 424,327
01-12-2021 77.997 61.95 5,348.46 4,832 277,762 417,164
03-01-2022 79.642 66.73 5,415.19 5,315 283,077 431,277
01-02-2022 80.596 65.94 5,481.13 5,315 288,391 441,757
02-03-2022 76.943 69.07 5,550.21 5,315 293,706 427,050
01-04-2022 80.337 66.15 5,616.36 5,315 299,021 451,202
02-05-2022 78.832 67.42 5,683.78 5,315 304,335 448,064
01-06-2022 77.03 68.99 5,752.77 5,315 309,650 443,136
01-07-2022 74.632 71.21 5,823.99 5,315 314,965 434,656
01-08-2022 80.468 66.05 5,890.03 5,315 320,279 473,959
01-09-2022 82.371 64.52 5,954.55 5,315 325,594 490,483
03-10-2022 80.398 66.1 6,020.66 5,315 330,909 484,049
01-11-2022 84.629 62.8 6,083.46 5,315 336,223 514,837
01-12-2022 87.176 60.96 6,144.42 5,315 341,538 535,646
02-01-2023 86.198 67.82 6,212.25 5,846 347,384 535,483
01-02-2023 84.412 69.26 6,281.5 5,846 353,230 530,234
01-03-2023 84.456 69.22 6,350.73 5,846 359,077 536,357
03-04-2023 84.775 68.96 6,419.69 5,846 364,923 544,229
02-05-2023 87.906 66.5 6,486.19 5,846 370,769 570,175
01-06-2023 89.504 65.32 6,551.51 5,846 376,615 586,386
03-07-2023 92.805 62.99 6,614.5 5,846 382,461 613,859
01-08-2023 94.758 61.7 6,676.2 5,846 388,307 632,623
01-09-2023 94.102 62.13 6,738.32 5,846 394,154 634,090
03-10-2023 95.063 61.5 6,799.82 5,846 400,000 646,411
01-11-2023 92.388 63.28 6,863.1 5,846 405,846 634,068
01-12-2023 96.197 60.77 6,923.87 5,846 411,692 666,056
01-01-2024 101.018 63.66 6,987.53 6,431 418,123 705,866
01-02-2024 102.269 62.88 7,050.41 6,431 424,554 721,039
01-03-2024 104.558 61.5 7,111.92 6,431 430,984 743,608
01-04-2024 104.796 61.36 7,173.28 6,431 437,415 751,731
02-05-2024 106.658 60.29 7,233.57 6,431 443,846 771,519
03-06-2024 110.076 58.42 7,292 6,431 450,277 802,674
01-07-2024 113.092 56.86 7,348.86 6,431 456,707 831,097
01-08-2024 115.419 55.72 7,404.58 6,431 463,138 854,629
02-09-2024 116.331 55.28 7,459.85 6,431 469,569 867,812
01-10-2024 117.55 54.71 7,514.56 6,431 476,000 883,337
04-11-2024 113.414 56.7 7,571.26 6,431 482,430 858,687
02-12-2024 115.312 55.77 7,627.03 6,431 488,861 879,488
01-01-2025 114.307 61.88 7,688.92 7,074 495,935 878,897
03-02-2025 110.663 63.92 7,752.84 7,074 503,009 857,952
03-03-2025 105.754 66.89 7,819.73 7,074 510,083 826,968
01-04-2025 110.547 63.99 7,883.72 7,074 517,157 871,521
02-05-2025 115.08 61.47 7,945.19 7,074 524,230 914,332
02-06-2025 118.057 59.92 8,005.11 7,074 531,304 945,059
01-07-2025 120.395 58.76 8,063.86 7,074 538,378 970,849
01-08-2025 118.202 59.85 8,123.71 7,074 545,452 960,238
01-09-2025 116.821 60.55 8,184.26 7,074 552,526 956,093
01-10-2025 117.674 60.11 8,244.37 7,074 559,600 970,148
03-11-2025 120.612 58.65 8,303.02 7,074 566,673 1,001,444
01-12-2025 120.977 58.47 8,361.5 7,074 573,747 1,011,549
HDFC Hybrid Equity Fund - Growth Plan with 15.0% yearly Enhancement with 15.00% yearly enhancement 730933.86 1233905.25 502971.39 537741.69 77.24%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
01-01-2016 37.9764 79 79 3,000 3,000 3,000
01-02-2016 35.9104 83.54 162.54 3,000 6,000 5,837
01-03-2016 34.4867 86.99 249.53 3,000 9,000 8,605
01-04-2016 37.0746 80.92 330.45 3,000 12,000 12,251
01-05-2016 37.7471 79.48 409.92 3,000 15,000 15,473
01-06-2016 38.7618 77.4 487.32 3,000 18,000 18,889
01-07-2016 39.7608 75.45 562.77 3,000 21,000 22,376
01-08-2016 41.2818 72.67 635.44 3,000 24,000 26,232
01-09-2016 42.2682 70.98 706.42 3,000 27,000 29,859
01-10-2016 42.539 70.52 776.94 3,000 30,000 33,050
01-11-2016 43.3369 69.23 846.16 3,000 33,000 36,670
01-12-2016 42.1079 71.25 917.41 3,000 36,000 38,630
01-01-2017 41.4724 83.19 1,000.6 3,450 39,450 41,497
01-02-2017 43.677 78.99 1,079.59 3,450 42,900 47,153
01-03-2017 44.368 77.76 1,157.35 3,450 46,350 51,349
01-04-2017 45.6705 75.54 1,232.89 3,450 49,800 56,307
01-05-2017 46.8503 73.64 1,306.53 3,450 53,250 61,211
01-06-2017 47.9054 72.02 1,378.54 3,450 56,700 66,040
01-07-2017 48.0957 71.73 1,450.27 3,450 60,150 69,752
01-08-2017 50.255 68.65 1,518.92 3,450 63,600 76,334
01-09-2017 49.8167 69.25 1,588.18 3,450 67,050 79,118
01-10-2017 49.0264 70.37 1,658.55 3,450 70,500 81,313
01-11-2017 51.7105 66.72 1,725.27 3,450 73,950 89,214
01-12-2017 51.2317 67.34 1,792.61 3,450 77,400 91,838
01-01-2018 52.6907 75.3 1,867.9 3,968 81,368 98,421
01-02-2018 53.3691 74.34 1,942.25 3,968 85,335 103,656
01-03-2018 51.7303 76.7 2,018.94 3,968 89,302 104,440
01-04-2018 50.8052 78.09 2,097.03 3,968 93,270 106,540
01-05-2018 52.4879 75.59 2,172.62 3,968 97,238 114,036
01-06-2018 51.246 77.42 2,250.04 3,968 101,205 115,306
02-07-2018 50.213 79.01 2,329.06 3,968 105,172 116,949
01-08-2018 52.117 76.13 2,405.18 3,968 109,140 125,351
03-09-2018 53.059 74.78 2,479.96 3,968 113,108 131,584
01-10-2018 50.349 78.8 2,558.76 3,968 117,075 128,831
01-11-2018 49.734 79.77 2,638.53 3,968 121,042 131,225
03-12-2018 50.983 77.82 2,716.35 3,968 125,010 138,488
01-01-2019 51.606 88.41 2,804.77 4,563 129,573 144,743
01-02-2019 51.097 89.29 2,894.06 4,563 134,135 147,878
01-03-2019 51.015 89.44 2,983.5 4,563 138,698 152,203
01-04-2019 54.526 83.68 3,067.17 4,563 143,260 167,241
02-05-2019 53.696 84.97 3,152.15 4,563 147,823 169,258
03-06-2019 55.406 82.35 3,234.49 4,563 152,386 179,210
01-07-2019 55.12 82.78 3,317.27 4,563 156,948 182,848
01-08-2019 52.118 87.54 3,404.81 4,563 161,511 177,452
03-09-2019 51.271 88.99 3,493.81 4,563 166,074 179,131
01-10-2019 53.093 85.94 3,579.74 4,563 170,636 190,059
01-11-2019 54.394 83.88 3,663.62 4,563 175,199 199,279
02-12-2019 54.938 83.05 3,746.67 4,563 179,762 205,835
01-01-2020 55.407 94.7 3,841.37 5,247 185,009 212,839
03-02-2020 54.015 97.14 3,938.51 5,247 190,256 212,739
02-03-2020 52.494 99.95 4,038.47 5,247 195,503 211,995
01-04-2020 41.466 126.54 4,165.01 5,247 200,750 172,706
04-05-2020 45.177 116.14 4,281.15 5,247 205,997 193,409
01-06-2020 46.599 112.6 4,393.75 5,247 211,244 204,744
01-07-2020 49.316 106.4 4,500.14 5,247 216,491 221,929
03-08-2020 50.706 103.48 4,603.62 5,247 221,738 233,431
01-09-2020 53.415 98.23 4,701.85 5,247 226,985 251,150
01-10-2020 52.652 99.65 4,801.51 5,247 232,232 252,809
02-11-2020 53.878 97.39 4,898.9 5,247 237,479 263,943
01-12-2020 59.711 87.87 4,986.77 5,247 242,726 297,765
01-01-2021 62.861 95.99 5,082.76 6,034 248,760 319,507
01-02-2021 65.012 92.81 5,175.58 6,034 254,794 336,474
01-03-2021 68.406 88.21 5,263.78 6,034 260,828 360,074
01-04-2021 68.088 88.62 5,352.41 6,034 266,862 364,435
03-05-2021 67.528 89.36 5,441.76 6,034 272,896 367,471
01-06-2021 71.804 84.04 5,525.8 6,034 278,930 396,774
01-07-2021 73.196 82.44 5,608.24 6,034 284,964 410,500
02-08-2021 74.843 80.62 5,688.86 6,034 290,998 425,771
01-09-2021 76.815 78.55 5,767.41 6,034 297,032 443,024
01-10-2021 78.239 77.12 5,844.54 6,034 303,066 457,271
01-11-2021 80.266 75.18 5,919.71 6,034 309,101 475,152
01-12-2021 77.997 77.36 5,997.07 6,034 315,135 467,754
03-01-2022 79.642 87.13 6,084.2 6,939 322,074 484,558
01-02-2022 80.596 86.1 6,170.3 6,939 329,013 497,302
02-03-2022 76.943 90.19 6,260.49 6,939 335,952 481,701
01-04-2022 80.337 86.38 6,346.86 6,939 342,891 509,888
02-05-2022 78.832 88.02 6,434.89 6,939 349,830 507,275
01-06-2022 77.03 90.08 6,524.97 6,939 356,770 502,619
01-07-2022 74.632 92.98 6,617.95 6,939 363,709 493,911
01-08-2022 80.468 86.24 6,704.19 6,939 370,648 539,473
01-09-2022 82.371 84.24 6,788.43 6,939 377,587 559,170
03-10-2022 80.398 86.31 6,874.74 6,939 384,526 552,715
01-11-2022 84.629 82 6,956.74 6,939 391,466 588,742
01-12-2022 87.176 79.6 7,036.34 6,939 398,405 613,400
02-01-2023 86.198 92.58 7,128.91 7,980 406,385 614,498
01-02-2023 84.412 94.54 7,223.45 7,980 414,365 609,746
01-03-2023 84.456 94.49 7,317.94 7,980 422,345 618,044
03-04-2023 84.775 94.13 7,412.07 7,980 430,325 628,358
02-05-2023 87.906 90.78 7,502.85 7,980 438,305 659,546
01-06-2023 89.504 89.16 7,592.01 7,980 446,285 679,515
03-07-2023 92.805 85.99 7,678 7,980 454,265 712,556
01-08-2023 94.758 84.22 7,762.21 7,980 462,245 735,532
01-09-2023 94.102 84.8 7,847.01 7,980 470,225 738,420
03-10-2023 95.063 83.94 7,930.96 7,980 478,205 753,941
01-11-2023 92.388 86.38 8,017.33 7,980 486,185 740,706
01-12-2023 96.197 82.96 8,100.29 7,980 494,165 779,224
01-01-2024 101.018 90.85 8,191.14 9,177 503,343 827,452
01-02-2024 102.269 89.73 8,280.87 9,177 512,520 846,876
01-03-2024 104.558 87.77 8,368.64 9,177 521,697 875,008
01-04-2024 104.796 87.57 8,456.21 9,177 530,874 886,177
02-05-2024 106.658 86.04 8,542.25 9,177 540,051 911,100
03-06-2024 110.076 83.37 8,625.62 9,177 549,228 949,474
01-07-2024 113.092 81.15 8,706.77 9,177 558,405 984,666
01-08-2024 115.419 79.51 8,786.28 9,177 567,582 1,014,104
02-09-2024 116.331 78.89 8,865.17 9,177 576,759 1,031,294
01-10-2024 117.55 78.07 8,943.24 9,177 585,936 1,051,278
04-11-2024 113.414 80.92 9,024.16 9,177 595,113 1,023,466
02-12-2024 115.312 79.58 9,103.74 9,177 604,290 1,049,770
01-01-2025 114.307 92.33 9,196.07 10,554 614,844 1,051,175
03-02-2025 110.663 95.37 9,291.43 10,554 625,398 1,028,218
03-03-2025 105.754 99.79 9,391.23 10,554 635,951 993,160
01-04-2025 110.547 95.47 9,486.7 10,554 646,505 1,048,726
02-05-2025 115.08 91.71 9,578.4 10,554 657,058 1,102,283
02-06-2025 118.057 89.39 9,667.8 10,554 667,612 1,141,351
01-07-2025 120.395 87.66 9,755.46 10,554 678,166 1,174,508
01-08-2025 118.202 89.28 9,844.74 10,554 688,719 1,163,668
01-09-2025 116.821 90.34 9,935.08 10,554 699,273 1,160,626
01-10-2025 117.674 89.69 10,024.77 10,554 709,827 1,179,654
03-11-2025 120.612 87.5 10,112.27 10,554 720,380 1,219,661
01-12-2025 120.977 87.24 10,199.5 10,554 730,934 1,233,905
HDFC Hybrid Equity Fund - Growth Plan with 20.0% yearly Enhancement with 20.00% yearly enhancement 934512.56 1514596.27 580083.71 818432.71 117.56%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
01-01-2016 37.9764 79 79 3,000 3,000 3,000
01-02-2016 35.9104 83.54 162.54 3,000 6,000 5,837
01-03-2016 34.4867 86.99 249.53 3,000 9,000 8,605
01-04-2016 37.0746 80.92 330.45 3,000 12,000 12,251
01-05-2016 37.7471 79.48 409.92 3,000 15,000 15,473
01-06-2016 38.7618 77.4 487.32 3,000 18,000 18,889
01-07-2016 39.7608 75.45 562.77 3,000 21,000 22,376
01-08-2016 41.2818 72.67 635.44 3,000 24,000 26,232
01-09-2016 42.2682 70.98 706.42 3,000 27,000 29,859
01-10-2016 42.539 70.52 776.94 3,000 30,000 33,050
01-11-2016 43.3369 69.23 846.16 3,000 33,000 36,670
01-12-2016 42.1079 71.25 917.41 3,000 36,000 38,630
01-01-2017 41.4724 86.8 1,004.21 3,600 39,600 41,647
01-02-2017 43.677 82.42 1,086.64 3,600 43,200 47,461
01-03-2017 44.368 81.14 1,167.78 3,600 46,800 51,812
01-04-2017 45.6705 78.83 1,246.6 3,600 50,400 56,933
01-05-2017 46.8503 76.84 1,323.44 3,600 54,000 62,004
01-06-2017 47.9054 75.15 1,398.59 3,600 57,600 67,000
01-07-2017 48.0957 74.85 1,473.44 3,600 61,200 70,866
01-08-2017 50.255 71.63 1,545.08 3,600 64,800 77,648
01-09-2017 49.8167 72.26 1,617.34 3,600 68,400 80,571
01-10-2017 49.0264 73.43 1,690.77 3,600 72,000 82,892
01-11-2017 51.7105 69.62 1,760.39 3,600 75,600 91,031
01-12-2017 51.2317 70.27 1,830.66 3,600 79,200 93,788
01-01-2018 52.6907 81.99 1,912.65 4,320 83,520 100,779
01-02-2018 53.3691 80.95 1,993.59 4,320 87,840 106,396
01-03-2018 51.7303 83.51 2,077.1 4,320 92,160 107,449
01-04-2018 50.8052 85.03 2,162.13 4,320 96,480 109,848
01-05-2018 52.4879 82.3 2,244.44 4,320 100,800 117,806
01-06-2018 51.246 84.3 2,328.74 4,320 105,120 119,338
02-07-2018 50.213 86.03 2,414.77 4,320 109,440 121,253
01-08-2018 52.117 82.89 2,497.66 4,320 113,760 130,171
03-09-2018 53.059 81.42 2,579.08 4,320 118,080 136,843
01-10-2018 50.349 85.8 2,664.88 4,320 122,400 134,174
01-11-2018 49.734 86.86 2,751.74 4,320 126,720 136,855
03-12-2018 50.983 84.73 2,836.48 4,320 131,040 144,612
01-01-2019 51.606 100.45 2,936.93 5,184 136,224 151,563
01-02-2019 51.097 101.45 3,038.38 5,184 141,408 155,252
01-03-2019 51.015 101.62 3,140 5,184 146,592 160,187
01-04-2019 54.526 95.07 3,235.08 5,184 151,776 176,396
02-05-2019 53.696 96.54 3,331.62 5,184 156,960 178,895
03-06-2019 55.406 93.56 3,425.18 5,184 162,144 189,776
01-07-2019 55.12 94.05 3,519.23 5,184 167,328 193,980
01-08-2019 52.118 99.47 3,618.7 5,184 172,512 188,599
03-09-2019 51.271 101.11 3,719.81 5,184 177,696 190,718
01-10-2019 53.093 97.64 3,817.45 5,184 182,880 202,680
01-11-2019 54.394 95.3 3,912.75 5,184 188,064 212,830
02-12-2019 54.938 94.36 4,007.11 5,184 193,248 220,143
01-01-2020 55.407 112.27 4,119.39 6,221 199,469 228,243
03-02-2020 54.015 115.17 4,234.56 6,221 205,690 228,730
02-03-2020 52.494 118.5 4,353.06 6,221 211,910 228,510
01-04-2020 41.466 150.02 4,503.08 6,221 218,131 186,725
04-05-2020 45.177 137.7 4,640.78 6,221 224,352 209,657
01-06-2020 46.599 133.5 4,774.28 6,221 230,573 222,477
01-07-2020 49.316 126.14 4,900.42 6,221 236,794 241,669
03-08-2020 50.706 122.68 5,023.1 6,221 243,014 254,702
01-09-2020 53.415 116.46 5,139.57 6,221 249,235 274,530
01-10-2020 52.652 118.15 5,257.71 6,221 255,456 276,829
02-11-2020 53.878 115.46 5,373.18 6,221 261,677 289,496
01-12-2020 59.711 104.18 5,477.36 6,221 267,898 327,058
01-01-2021 62.861 118.75 5,596.11 7,465 275,363 351,777
01-02-2021 65.012 114.82 5,710.94 7,465 282,828 371,279
01-03-2021 68.406 109.13 5,820.06 7,465 290,292 398,127
01-04-2021 68.088 109.64 5,929.7 7,465 297,757 403,741
03-05-2021 67.528 110.55 6,040.25 7,465 305,222 407,886
01-06-2021 71.804 103.96 6,144.21 7,465 312,687 441,179
01-07-2021 73.196 101.99 6,246.19 7,465 320,152 457,196
02-08-2021 74.843 99.74 6,345.94 7,465 327,617 474,949
01-09-2021 76.815 97.18 6,443.12 7,465 335,082 494,928
01-10-2021 78.239 95.41 6,538.53 7,465 342,547 511,568
01-11-2021 80.266 93 6,631.53 7,465 350,012 532,287
01-12-2021 77.997 95.71 6,727.24 7,465 357,477 524,705
03-01-2022 79.642 112.48 6,839.72 8,958 366,435 544,729
01-02-2022 80.596 111.15 6,950.86 8,958 375,393 560,212
02-03-2022 76.943 116.42 7,067.29 8,958 384,351 543,778
01-04-2022 80.337 111.5 7,178.79 8,958 393,309 576,723
02-05-2022 78.832 113.63 7,292.43 8,958 402,267 574,877
01-06-2022 77.03 116.29 7,408.72 8,958 411,225 570,694
01-07-2022 74.632 120.03 7,528.75 8,958 420,183 561,885
01-08-2022 80.468 111.32 7,640.07 8,958 429,141 614,781
01-09-2022 82.371 108.75 7,748.82 8,958 438,099 638,278
03-10-2022 80.398 111.42 7,860.24 8,958 447,057 631,948
01-11-2022 84.629 105.85 7,966.09 8,958 456,015 674,162
01-12-2022 87.176 102.76 8,068.85 8,958 464,973 703,410
02-01-2023 86.198 124.71 8,193.55 10,750 475,722 706,268
01-02-2023 84.412 127.35 8,320.9 10,750 486,472 702,384
01-03-2023 84.456 127.28 8,448.18 10,750 497,221 713,500
03-04-2023 84.775 126.8 8,574.98 10,750 507,971 726,944
02-05-2023 87.906 122.28 8,697.27 10,750 518,720 764,542
01-06-2023 89.504 120.1 8,817.37 10,750 529,470 789,190
03-07-2023 92.805 115.83 8,933.2 10,750 540,219 829,045
01-08-2023 94.758 113.44 9,046.64 10,750 550,969 857,241
01-09-2023 94.102 114.23 9,160.87 10,750 561,718 862,056
03-10-2023 95.063 113.08 9,273.95 10,750 572,468 881,610
01-11-2023 92.388 116.35 9,390.3 10,750 583,218 867,551
01-12-2023 96.197 111.75 9,502.05 10,750 593,967 914,068
01-01-2024 101.018 127.69 9,629.74 12,899 606,867 972,777
01-02-2024 102.269 126.13 9,755.87 12,899 619,766 997,724
01-03-2024 104.558 123.37 9,879.25 12,899 632,665 1,032,954
01-04-2024 104.796 123.09 10,002.34 12,899 645,565 1,048,205
02-05-2024 106.658 120.94 10,123.28 12,899 658,464 1,079,729
03-06-2024 110.076 117.19 10,240.47 12,899 671,364 1,127,229
01-07-2024 113.092 114.06 10,354.53 12,899 684,263 1,171,014
01-08-2024 115.419 111.76 10,466.29 12,899 697,163 1,208,009
02-09-2024 116.331 110.89 10,577.17 12,899 710,062 1,230,453
01-10-2024 117.55 109.74 10,686.91 12,899 722,962 1,256,246
04-11-2024 113.414 113.74 10,800.65 12,899 735,861 1,224,945
02-12-2024 115.312 111.87 10,912.51 12,899 748,760 1,258,344
01-01-2025 114.307 135.42 11,047.93 15,479 764,240 1,262,856
03-02-2025 110.663 139.88 11,187.81 15,479 779,719 1,238,077
03-03-2025 105.754 146.37 11,334.18 15,479 795,198 1,198,635
01-04-2025 110.547 140.02 11,474.21 15,479 810,678 1,268,439
02-05-2025 115.08 134.51 11,608.72 15,479 826,157 1,335,931
02-06-2025 118.057 131.12 11,739.83 15,479 841,637 1,385,970
01-07-2025 120.395 128.57 11,868.41 15,479 857,116 1,428,897
01-08-2025 118.202 130.96 11,999.36 15,479 872,595 1,418,349
01-09-2025 116.821 132.5 12,131.87 15,479 888,075 1,417,257
01-10-2025 117.674 131.54 12,263.41 15,479 903,554 1,443,085
03-11-2025 120.612 128.34 12,391.75 15,479 919,033 1,494,594
01-12-2025 120.977 127.95 12,519.7 15,479 934,513 1,514,596
HDFC Hybrid Equity Fund - Growth Plan with 25.0% yearly Enhancement with 25.00% yearly enhancement 1197104.51 1868407.03 671302.52 1172243.47 168.39%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
01-01-2016 37.9764 79 79 3,000 3,000 3,000
01-02-2016 35.9104 83.54 162.54 3,000 6,000 5,837
01-03-2016 34.4867 86.99 249.53 3,000 9,000 8,605
01-04-2016 37.0746 80.92 330.45 3,000 12,000 12,251
01-05-2016 37.7471 79.48 409.92 3,000 15,000 15,473
01-06-2016 38.7618 77.4 487.32 3,000 18,000 18,889
01-07-2016 39.7608 75.45 562.77 3,000 21,000 22,376
01-08-2016 41.2818 72.67 635.44 3,000 24,000 26,232
01-09-2016 42.2682 70.98 706.42 3,000 27,000 29,859
01-10-2016 42.539 70.52 776.94 3,000 30,000 33,050
01-11-2016 43.3369 69.23 846.16 3,000 33,000 36,670
01-12-2016 42.1079 71.25 917.41 3,000 36,000 38,630
01-01-2017 41.4724 90.42 1,007.83 3,750 39,750 41,797
01-02-2017 43.677 85.86 1,093.69 3,750 43,500 47,769
01-03-2017 44.368 84.52 1,178.21 3,750 47,250 52,275
01-04-2017 45.6705 82.11 1,260.32 3,750 51,000 57,559
01-05-2017 46.8503 80.04 1,340.36 3,750 54,750 62,796
01-06-2017 47.9054 78.28 1,418.64 3,750 58,500 67,961
01-07-2017 48.0957 77.97 1,496.61 3,750 62,250 71,981
01-08-2017 50.255 74.62 1,571.23 3,750 66,000 78,962
01-09-2017 49.8167 75.28 1,646.51 3,750 69,750 82,023
01-10-2017 49.0264 76.49 1,722.99 3,750 73,500 84,472
01-11-2017 51.7105 72.52 1,795.51 3,750 77,250 92,847
01-12-2017 51.2317 73.2 1,868.71 3,750 81,000 95,737
01-01-2018 52.6907 88.96 1,957.67 4,688 85,688 103,151
01-02-2018 53.3691 87.83 2,045.51 4,688 90,375 109,167
01-03-2018 51.7303 90.61 2,136.12 4,688 95,062 110,502
01-04-2018 50.8052 92.26 2,228.38 4,688 99,750 113,213
01-05-2018 52.4879 89.31 2,317.69 4,688 104,438 121,651
01-06-2018 51.246 91.47 2,409.16 4,688 109,125 123,460
02-07-2018 50.213 93.35 2,502.51 4,688 113,812 125,659
01-08-2018 52.117 89.94 2,592.45 4,688 118,500 135,111
03-09-2018 53.059 88.35 2,680.8 4,688 123,188 142,241
01-10-2018 50.349 93.1 2,773.9 4,688 127,875 139,663
01-11-2018 49.734 94.25 2,868.15 4,688 132,562 142,645
03-12-2018 50.983 91.94 2,960.09 4,688 137,250 150,914
01-01-2019 51.606 113.54 3,073.63 5,859 143,109 158,618
01-02-2019 51.097 114.67 3,188.31 5,859 148,969 162,913
01-03-2019 51.015 114.86 3,303.16 5,859 154,828 168,511
01-04-2019 54.526 107.46 3,410.62 5,859 160,688 185,968
02-05-2019 53.696 109.12 3,519.74 5,859 166,547 188,996
03-06-2019 55.406 105.75 3,625.5 5,859 172,406 200,874
01-07-2019 55.12 106.3 3,731.8 5,859 178,266 205,697
01-08-2019 52.118 112.43 3,844.22 5,859 184,125 200,353
03-09-2019 51.271 114.28 3,958.51 5,859 189,984 202,957
01-10-2019 53.093 110.36 4,068.87 5,859 195,844 216,028
01-11-2019 54.394 107.72 4,176.59 5,859 201,703 227,181
02-12-2019 54.938 106.65 4,283.24 5,859 207,562 235,313
01-01-2020 55.407 132.19 4,415.43 7,324 214,887 244,646
03-02-2020 54.015 135.6 4,551.03 7,324 222,211 245,824
02-03-2020 52.494 139.52 4,690.55 7,324 229,535 246,226
01-04-2020 41.466 176.63 4,867.18 7,324 236,859 201,823
04-05-2020 45.177 162.12 5,029.31 7,324 244,184 227,209
01-06-2020 46.599 157.18 5,186.48 7,324 251,508 241,685
01-07-2020 49.316 148.52 5,335 7,324 258,832 263,101
03-08-2020 50.706 144.44 5,479.44 7,324 266,156 277,841
01-09-2020 53.415 137.12 5,616.56 7,324 273,480 300,009
01-10-2020 52.652 139.11 5,755.67 7,324 280,805 303,047
02-11-2020 53.878 135.94 5,891.61 7,324 288,129 317,428
01-12-2020 59.711 122.66 6,014.27 7,324 295,453 359,118
01-01-2021 62.861 145.64 6,159.91 9,155 304,608 387,218
01-02-2021 65.012 140.82 6,300.74 9,155 313,764 409,624
01-03-2021 68.406 133.84 6,434.58 9,155 322,919 440,164
01-04-2021 68.088 134.46 6,569.04 9,155 332,074 447,273
03-05-2021 67.528 135.58 6,704.62 9,155 341,229 452,749
01-06-2021 71.804 127.5 6,832.12 9,155 350,385 490,573
01-07-2021 73.196 125.08 6,957.2 9,155 359,540 509,239
02-08-2021 74.843 122.33 7,079.52 9,155 368,695 529,853
01-09-2021 76.815 119.19 7,198.71 9,155 377,851 552,969
01-10-2021 78.239 117.02 7,315.73 9,155 387,006 572,375
01-11-2021 80.266 114.06 7,429.79 9,155 396,161 596,359
01-12-2021 77.997 117.38 7,547.17 9,155 405,316 588,656
03-01-2022 79.642 143.69 7,690.86 11,444 416,760 612,516
01-02-2022 80.596 141.99 7,832.86 11,444 428,205 631,297
02-03-2022 76.943 148.73 7,981.59 11,444 439,649 614,128
01-04-2022 80.337 142.45 8,124.04 11,444 451,093 652,661
02-05-2022 78.832 145.17 8,269.21 11,444 462,537 651,879
01-06-2022 77.03 148.57 8,417.78 11,444 473,981 648,422
01-07-2022 74.632 153.34 8,571.12 11,444 485,425 639,680
01-08-2022 80.468 142.22 8,713.34 11,444 496,869 701,145
01-09-2022 82.371 138.93 8,852.27 11,444 508,313 729,171
03-10-2022 80.398 142.34 8,994.62 11,444 519,757 723,149
01-11-2022 84.629 135.23 9,129.84 11,444 531,201 772,649
01-12-2022 87.176 131.28 9,261.12 11,444 542,646 807,347
02-01-2023 86.198 165.96 9,427.07 14,305 556,951 812,595
01-02-2023 84.412 169.47 9,596.54 14,305 571,256 810,063
01-03-2023 84.456 169.38 9,765.92 14,305 585,561 824,791
03-04-2023 84.775 168.74 9,934.66 14,305 599,866 842,211
02-05-2023 87.906 162.73 10,097.4 14,305 614,171 887,622
01-06-2023 89.504 159.83 10,257.22 14,305 628,476 918,062
03-07-2023 92.805 154.14 10,411.36 14,305 642,781 966,227
01-08-2023 94.758 150.96 10,562.33 14,305 657,086 1,000,865
01-09-2023 94.102 152.02 10,714.35 14,305 671,392 1,008,241
03-10-2023 95.063 150.48 10,864.83 14,305 685,697 1,032,843
01-11-2023 92.388 154.84 11,019.66 14,305 700,002 1,018,085
01-12-2023 96.197 148.71 11,168.37 14,305 714,307 1,074,364
01-01-2024 101.018 177.01 11,345.38 17,881 732,188 1,146,088
01-02-2024 102.269 174.85 11,520.23 17,881 750,070 1,178,162
01-03-2024 104.558 171.02 11,691.25 17,881 767,951 1,222,413
01-04-2024 104.796 170.63 11,861.88 17,881 785,832 1,243,077
02-05-2024 106.658 167.65 12,029.53 17,881 803,714 1,283,046
03-06-2024 110.076 162.45 12,191.98 17,881 821,595 1,342,044
01-07-2024 113.092 158.11 12,350.09 17,881 839,477 1,396,696
01-08-2024 115.419 154.93 12,505.01 17,881 857,358 1,443,316
02-09-2024 116.331 153.71 12,658.73 17,881 875,239 1,472,602
01-10-2024 117.55 152.12 12,810.84 17,881 893,121 1,505,915
04-11-2024 113.414 157.66 12,968.51 17,881 911,002 1,470,810
02-12-2024 115.312 155.07 13,123.58 17,881 928,884 1,513,306
01-01-2025 114.307 195.54 13,319.12 22,352 951,235 1,522,469
03-02-2025 110.663 201.98 13,521.1 22,352 973,587 1,496,285
03-03-2025 105.754 211.36 13,732.46 22,352 995,939 1,452,262
01-04-2025 110.547 202.19 13,934.65 22,352 1,018,291 1,540,433
02-05-2025 115.08 194.23 14,128.88 22,352 1,040,642 1,625,951
02-06-2025 118.057 189.33 14,318.21 22,352 1,062,994 1,690,364
01-07-2025 120.395 185.65 14,503.86 22,352 1,085,346 1,746,192
01-08-2025 118.202 189.1 14,692.96 22,352 1,107,698 1,736,737
01-09-2025 116.821 191.33 14,884.29 22,352 1,130,049 1,738,798
01-10-2025 117.674 189.95 15,074.24 22,352 1,152,401 1,773,846
03-11-2025 120.612 185.32 15,259.56 22,352 1,174,753 1,840,486
01-12-2025 120.977 184.76 15,444.32 22,352 1,197,105 1,868,407
HDFC Hybrid Equity Fund - Growth Plan with 50.0% yearly Enhancement with 50.00% yearly enhancement 4079882.81 5523102.54 1443219.73 4826938.98 693.36%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
01-01-2016 37.9764 79 79 3,000 3,000 3,000
01-02-2016 35.9104 83.54 162.54 3,000 6,000 5,837
01-03-2016 34.4867 86.99 249.53 3,000 9,000 8,605
01-04-2016 37.0746 80.92 330.45 3,000 12,000 12,251
01-05-2016 37.7471 79.48 409.92 3,000 15,000 15,473
01-06-2016 38.7618 77.4 487.32 3,000 18,000 18,889
01-07-2016 39.7608 75.45 562.77 3,000 21,000 22,376
01-08-2016 41.2818 72.67 635.44 3,000 24,000 26,232
01-09-2016 42.2682 70.98 706.42 3,000 27,000 29,859
01-10-2016 42.539 70.52 776.94 3,000 30,000 33,050
01-11-2016 43.3369 69.23 846.16 3,000 33,000 36,670
01-12-2016 42.1079 71.25 917.41 3,000 36,000 38,630
01-01-2017 41.4724 108.51 1,025.92 4,500 40,500 42,547
01-02-2017 43.677 103.03 1,128.94 4,500 45,000 49,309
01-03-2017 44.368 101.42 1,230.37 4,500 49,500 54,589
01-04-2017 45.6705 98.53 1,328.9 4,500 54,000 60,692
01-05-2017 46.8503 96.05 1,424.95 4,500 58,500 66,759
01-06-2017 47.9054 93.94 1,518.89 4,500 63,000 72,763
01-07-2017 48.0957 93.56 1,612.45 4,500 67,500 77,552
01-08-2017 50.255 89.54 1,701.99 4,500 72,000 85,534
01-09-2017 49.8167 90.33 1,792.32 4,500 76,500 89,288
01-10-2017 49.0264 91.79 1,884.11 4,500 81,000 92,371
01-11-2017 51.7105 87.02 1,971.13 4,500 85,500 101,928
01-12-2017 51.2317 87.84 2,058.97 4,500 90,000 105,485
01-01-2018 52.6907 128.11 2,187.08 6,750 96,750 115,239
01-02-2018 53.3691 126.48 2,313.55 6,750 103,500 123,472
01-03-2018 51.7303 130.48 2,444.04 6,750 110,250 126,431
01-04-2018 50.8052 132.86 2,576.9 6,750 117,000 130,920
01-05-2018 52.4879 128.6 2,705.5 6,750 123,750 142,006
01-06-2018 51.246 131.72 2,837.22 6,750 130,500 145,396
02-07-2018 50.213 134.43 2,971.65 6,750 137,250 149,215
01-08-2018 52.117 129.52 3,101.16 6,750 144,000 161,623
03-09-2018 53.059 127.22 3,228.38 6,750 150,750 171,295
01-10-2018 50.349 134.06 3,362.44 6,750 157,500 169,296
01-11-2018 49.734 135.72 3,498.17 6,750 164,250 173,978
03-12-2018 50.983 132.4 3,630.56 6,750 171,000 185,097
01-01-2019 51.606 196.2 3,826.76 10,125 181,125 197,484
01-02-2019 51.097 198.15 4,024.91 10,125 191,250 205,661
01-03-2019 51.015 198.47 4,223.38 10,125 201,375 215,456
01-04-2019 54.526 185.69 4,409.08 10,125 211,500 240,409
02-05-2019 53.696 188.56 4,597.64 10,125 221,625 246,875
03-06-2019 55.406 182.74 4,780.38 10,125 231,750 264,862
01-07-2019 55.12 183.69 4,964.07 10,125 241,875 273,619
01-08-2019 52.118 194.27 5,158.34 10,125 252,000 268,842
03-09-2019 51.271 197.48 5,355.82 10,125 262,125 274,598
01-10-2019 53.093 190.7 5,546.52 10,125 272,250 294,482
01-11-2019 54.394 186.14 5,732.66 10,125 282,375 311,823
02-12-2019 54.938 184.3 5,916.96 10,125 292,500 325,066
01-01-2020 55.407 274.11 6,191.07 15,188 307,688 343,029
03-02-2020 54.015 281.17 6,472.24 15,188 322,875 349,598
02-03-2020 52.494 289.32 6,761.56 15,188 338,062 354,941
01-04-2020 41.466 366.26 7,127.83 15,188 353,250 295,562
04-05-2020 45.177 336.18 7,464 15,188 368,438 337,201
01-06-2020 46.599 325.92 7,789.92 15,188 383,625 363,003
01-07-2020 49.316 307.96 8,097.89 15,188 398,812 399,355
03-08-2020 50.706 299.52 8,397.41 15,188 414,000 425,799
01-09-2020 53.415 284.33 8,681.74 15,188 429,188 463,735
01-10-2020 52.652 288.45 8,970.19 15,188 444,375 472,298
02-11-2020 53.878 281.89 9,252.07 15,188 459,562 498,483
01-12-2020 59.711 254.35 9,506.42 15,188 474,750 567,638
01-01-2021 62.861 362.41 9,868.83 22,781 497,531 620,365
01-02-2021 65.012 350.42 10,219.25 22,781 520,312 664,374
01-03-2021 68.406 333.03 10,552.28 22,781 543,094 721,839
01-04-2021 68.088 334.59 10,886.86 22,781 565,875 741,265
03-05-2021 67.528 337.36 11,224.22 22,781 588,656 757,949
01-06-2021 71.804 317.27 11,541.49 22,781 611,438 828,725
01-07-2021 73.196 311.24 11,852.73 22,781 634,219 867,572
02-08-2021 74.843 304.39 12,157.12 22,781 657,000 909,875
01-09-2021 76.815 296.57 12,453.69 22,781 679,781 956,630
01-10-2021 78.239 291.18 12,744.86 22,781 702,562 997,145
01-11-2021 80.266 283.82 13,028.69 22,781 725,344 1,045,760
01-12-2021 77.997 292.08 13,320.76 22,781 748,125 1,038,980
03-01-2022 79.642 429.07 13,749.83 34,172 782,297 1,095,064
01-02-2022 80.596 423.99 14,173.82 34,172 816,469 1,142,353
02-03-2022 76.943 444.12 14,617.94 34,172 850,641 1,124,748
01-04-2022 80.337 425.36 15,043.3 34,172 884,812 1,208,533
02-05-2022 78.832 433.48 15,476.78 34,172 918,984 1,220,065
01-06-2022 77.03 443.62 15,920.39 34,172 953,156 1,226,348
01-07-2022 74.632 457.87 16,378.26 34,172 987,328 1,222,343
01-08-2022 80.468 424.66 16,802.93 34,172 1,021,500 1,352,098
01-09-2022 82.371 414.85 17,217.78 34,172 1,055,672 1,418,246
03-10-2022 80.398 425.03 17,642.82 34,172 1,089,844 1,418,447
01-11-2022 84.629 403.78 18,046.6 34,172 1,124,016 1,527,266
01-12-2022 87.176 391.99 18,438.59 34,172 1,158,188 1,607,402
02-01-2023 86.198 594.65 19,033.24 51,258 1,209,445 1,640,627
01-02-2023 84.412 607.23 19,640.47 51,258 1,260,703 1,657,892
01-03-2023 84.456 606.92 20,247.39 51,258 1,311,961 1,710,014
03-04-2023 84.775 604.63 20,852.02 51,258 1,363,219 1,767,730
02-05-2023 87.906 583.1 21,435.12 51,258 1,414,477 1,884,276
01-06-2023 89.504 572.69 22,007.81 51,258 1,465,734 1,969,787
03-07-2023 92.805 552.32 22,560.13 51,258 1,516,992 2,093,693
01-08-2023 94.758 540.93 23,101.06 51,258 1,568,250 2,189,010
01-09-2023 94.102 544.7 23,645.77 51,258 1,619,508 2,225,114
03-10-2023 95.063 539.2 24,184.96 51,258 1,670,766 2,299,095
01-11-2023 92.388 554.81 24,739.77 51,258 1,722,023 2,285,658
01-12-2023 96.197 532.84 25,272.62 51,258 1,773,281 2,431,150
01-01-2024 101.018 761.12 26,033.74 76,887 1,850,168 2,629,876
01-02-2024 102.269 751.81 26,785.54 76,887 1,927,055 2,739,331
01-03-2024 104.558 735.35 27,520.89 76,887 2,003,941 2,877,530
01-04-2024 104.796 733.68 28,254.57 76,887 2,080,828 2,960,966
02-05-2024 106.658 720.87 28,975.45 76,887 2,157,715 3,090,463
03-06-2024 110.076 698.49 29,673.93 76,887 2,234,602 3,266,388
01-07-2024 113.092 679.86 30,353.79 76,887 2,311,488 3,432,771
01-08-2024 115.419 666.15 31,019.95 76,887 2,388,375 3,580,291
02-09-2024 116.331 660.93 31,680.88 76,887 2,465,262 3,685,468
01-10-2024 117.55 654.08 32,334.95 76,887 2,542,148 3,800,974
04-11-2024 113.414 677.93 33,012.88 76,887 2,619,035 3,744,123
02-12-2024 115.312 666.77 33,679.65 76,887 2,695,922 3,883,668
01-01-2025 114.307 1,008.95 34,688.6 115,330 2,811,252 3,965,150
03-02-2025 110.663 1,042.17 35,730.78 115,330 2,926,582 3,954,075
03-03-2025 105.754 1,090.55 36,821.33 115,330 3,041,912 3,894,003
01-04-2025 110.547 1,043.27 37,864.6 115,330 3,157,242 4,185,818
02-05-2025 115.08 1,002.17 38,866.77 115,330 3,272,572 4,472,788
02-06-2025 118.057 976.9 39,843.67 115,330 3,387,902 4,703,824
01-07-2025 120.395 957.93 40,801.6 115,330 3,503,232 4,912,309
01-08-2025 118.202 975.7 41,777.31 115,330 3,618,562 4,938,161
01-09-2025 116.821 987.24 42,764.54 115,330 3,733,893 4,995,797
01-10-2025 117.674 980.08 43,744.62 115,330 3,849,223 5,147,605
03-11-2025 120.612 956.21 44,700.83 115,330 3,964,553 5,391,457
01-12-2025 120.977 953.32 45,654.15 115,330 4,079,883 5,523,103
HDFC Hybrid Equity Fund - Growth Plan with 75.0% yearly Enhancement with 75.00% yearly enhancement 12882690.72 16056932.85 3174242.13 15360769.29 2206.49%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
01-01-2016 37.9764 79 79 3,000 3,000 3,000
01-02-2016 35.9104 83.54 162.54 3,000 6,000 5,837
01-03-2016 34.4867 86.99 249.53 3,000 9,000 8,605
01-04-2016 37.0746 80.92 330.45 3,000 12,000 12,251
01-05-2016 37.7471 79.48 409.92 3,000 15,000 15,473
01-06-2016 38.7618 77.4 487.32 3,000 18,000 18,889
01-07-2016 39.7608 75.45 562.77 3,000 21,000 22,376
01-08-2016 41.2818 72.67 635.44 3,000 24,000 26,232
01-09-2016 42.2682 70.98 706.42 3,000 27,000 29,859
01-10-2016 42.539 70.52 776.94 3,000 30,000 33,050
01-11-2016 43.3369 69.23 846.16 3,000 33,000 36,670
01-12-2016 42.1079 71.25 917.41 3,000 36,000 38,630
01-01-2017 41.4724 126.59 1,044 5,250 41,250 43,297
01-02-2017 43.677 120.2 1,164.2 5,250 46,500 50,849
01-03-2017 44.368 118.33 1,282.53 5,250 51,750 56,903
01-04-2017 45.6705 114.95 1,397.48 5,250 57,000 63,824
01-05-2017 46.8503 112.06 1,509.54 5,250 62,250 70,722
01-06-2017 47.9054 109.59 1,619.13 5,250 67,500 77,565
01-07-2017 48.0957 109.16 1,728.29 5,250 72,750 83,123
01-08-2017 50.255 104.47 1,832.76 5,250 78,000 92,105
01-09-2017 49.8167 105.39 1,938.14 5,250 83,250 96,552
01-10-2017 49.0264 107.09 2,045.23 5,250 88,500 100,270
01-11-2017 51.7105 101.53 2,146.76 5,250 93,750 111,010
01-12-2017 51.2317 102.48 2,249.23 5,250 99,000 115,232
01-01-2018 52.6907 174.37 2,423.6 9,188 108,188 127,701
01-02-2018 53.3691 172.15 2,595.75 9,188 117,375 138,533
01-03-2018 51.7303 177.6 2,773.35 9,188 126,562 143,466
01-04-2018 50.8052 180.84 2,954.19 9,188 135,750 150,088
01-05-2018 52.4879 175.04 3,129.23 9,188 144,938 164,247
01-06-2018 51.246 179.28 3,308.51 9,188 154,125 169,548
02-07-2018 50.213 182.97 3,491.48 9,188 163,312 175,318
01-08-2018 52.117 176.29 3,667.77 9,188 172,500 191,153
03-09-2018 53.059 173.16 3,840.93 9,188 181,688 203,796
01-10-2018 50.349 182.48 4,023.4 9,188 190,875 202,574
01-11-2018 49.734 184.73 4,208.13 9,188 200,062 209,287
03-12-2018 50.983 180.21 4,388.34 9,188 209,250 223,731
01-01-2019 51.606 311.56 4,699.9 16,078 225,328 242,543
01-02-2019 51.097 314.66 5,014.56 16,078 241,406 256,229
01-03-2019 51.015 315.16 5,329.72 16,078 257,484 271,896
01-04-2019 54.526 294.87 5,624.59 16,078 273,562 306,686
02-05-2019 53.696 299.43 5,924.02 16,078 289,641 318,096
03-06-2019 55.406 290.19 6,214.21 16,078 305,719 344,304
01-07-2019 55.12 291.69 6,505.9 16,078 321,797 358,605
01-08-2019 52.118 308.49 6,814.39 16,078 337,875 355,153
03-09-2019 51.271 313.59 7,127.99 16,078 353,953 365,459
01-10-2019 53.093 302.83 7,430.82 16,078 370,031 394,524
01-11-2019 54.394 295.59 7,726.4 16,078 386,109 420,270
02-12-2019 54.938 292.66 8,019.06 16,078 402,188 440,551
01-01-2020 55.407 507.82 8,526.88 28,137 430,324 472,449
03-02-2020 54.015 520.91 9,047.79 28,137 458,461 488,716
02-03-2020 52.494 536 9,583.78 28,137 486,598 503,091
01-04-2020 41.466 678.55 10,262.33 28,137 514,734 425,538
04-05-2020 45.177 622.81 10,885.14 28,137 542,871 491,758
01-06-2020 46.599 603.81 11,488.95 28,137 571,008 535,374
01-07-2020 49.316 570.54 12,059.49 28,137 599,145 594,726
03-08-2020 50.706 554.9 12,614.39 28,137 627,281 639,625
01-09-2020 53.415 526.76 13,141.15 28,137 655,418 701,934
01-10-2020 52.652 534.39 13,675.54 28,137 683,555 720,044
02-11-2020 53.878 522.23 14,197.77 28,137 711,691 764,947
01-12-2020 59.711 471.21 14,668.98 28,137 739,828 875,900
01-01-2021 62.861 783.3 15,452.28 49,239 789,067 971,346
01-02-2021 65.012 757.39 16,209.67 49,239 838,307 1,053,823
01-03-2021 68.406 719.81 16,929.48 49,239 887,546 1,158,078
01-04-2021 68.088 723.17 17,652.65 49,239 936,785 1,201,934
03-05-2021 67.528 729.17 18,381.82 49,239 986,024 1,241,288
01-06-2021 71.804 685.75 19,067.56 49,239 1,035,264 1,369,127
01-07-2021 73.196 672.7 19,740.27 49,239 1,084,503 1,444,909
02-08-2021 74.843 657.9 20,398.17 49,239 1,133,742 1,526,660
01-09-2021 76.815 641.01 21,039.18 49,239 1,182,981 1,616,125
01-10-2021 78.239 629.34 21,668.52 49,239 1,232,221 1,695,324
01-11-2021 80.266 613.45 22,281.98 49,239 1,281,460 1,788,485
01-12-2021 77.997 631.3 22,913.27 49,239 1,330,699 1,787,167
03-01-2022 79.642 1,081.95 23,995.22 86,169 1,416,868 1,911,028
01-02-2022 80.596 1,069.14 25,064.37 86,169 1,503,037 2,020,088
02-03-2022 76.943 1,119.9 26,184.27 86,169 1,589,205 2,014,696
01-04-2022 80.337 1,072.59 27,256.86 86,169 1,675,374 2,189,734
02-05-2022 78.832 1,093.07 28,349.93 86,169 1,761,543 2,234,882
01-06-2022 77.03 1,118.64 29,468.57 86,169 1,847,711 2,269,964
01-07-2022 74.632 1,154.58 30,623.15 86,169 1,933,880 2,285,467
01-08-2022 80.468 1,070.84 31,693.99 86,169 2,020,049 2,550,352
01-09-2022 82.371 1,046.1 32,740.1 86,169 2,106,218 2,696,834
03-10-2022 80.398 1,071.78 33,811.87 86,169 2,192,386 2,718,407
01-11-2022 84.629 1,018.19 34,830.07 86,169 2,278,555 2,947,634
01-12-2022 87.176 988.45 35,818.51 86,169 2,364,724 3,122,515
02-01-2023 86.198 1,749.41 37,567.92 150,795 2,515,519 3,238,279
01-02-2023 84.412 1,786.42 39,354.34 150,795 2,666,314 3,321,978
01-03-2023 84.456 1,785.49 41,139.82 150,795 2,817,109 3,474,505
03-04-2023 84.775 1,778.77 42,918.59 150,795 2,967,905 3,638,424
02-05-2023 87.906 1,715.41 44,634.01 150,795 3,118,700 3,923,597
01-06-2023 89.504 1,684.79 46,318.8 150,795 3,269,495 4,145,718
03-07-2023 92.805 1,624.86 47,943.66 150,795 3,420,290 4,449,411
01-08-2023 94.758 1,591.37 49,535.03 150,795 3,571,085 4,693,840
01-09-2023 94.102 1,602.47 51,137.5 150,795 3,721,881 4,812,141
03-10-2023 95.063 1,586.27 52,723.76 150,795 3,872,676 5,012,079
01-11-2023 92.388 1,632.19 54,355.96 150,795 4,023,471 5,021,838
01-12-2023 96.197 1,567.57 55,923.52 150,795 4,174,266 5,379,675
01-01-2024 101.018 2,612.32 58,535.85 263,892 4,438,158 5,913,174
01-02-2024 102.269 2,580.37 61,116.21 263,892 4,702,050 6,250,294
01-03-2024 104.558 2,523.88 63,640.09 263,892 4,965,941 6,654,081
01-04-2024 104.796 2,518.15 66,158.24 263,892 5,229,833 6,933,119
02-05-2024 106.658 2,474.19 68,632.42 263,892 5,493,725 7,320,197
03-06-2024 110.076 2,397.36 71,029.78 263,892 5,757,616 7,818,674
01-07-2024 113.092 2,333.42 73,363.21 263,892 6,021,508 8,296,792
01-08-2024 115.419 2,286.38 75,649.59 263,892 6,285,400 8,731,400
02-09-2024 116.331 2,268.46 77,918.04 263,892 6,549,291 9,064,284
01-10-2024 117.55 2,244.93 80,162.97 263,892 6,813,183 9,423,157
04-11-2024 113.414 2,326.8 82,489.77 263,892 7,077,074 9,355,495
02-12-2024 115.312 2,288.5 84,778.27 263,892 7,340,966 9,775,952
01-01-2025 114.307 4,040.09 88,818.36 461,810 7,802,777 10,152,561
03-02-2025 110.663 4,173.12 92,991.49 461,810 8,264,587 10,290,717
03-03-2025 105.754 4,366.84 97,358.32 461,810 8,726,397 10,296,032
01-04-2025 110.547 4,177.5 101,535.82 461,810 9,188,208 11,224,481
02-05-2025 115.08 4,012.95 105,548.78 461,810 9,650,018 12,146,553
02-06-2025 118.057 3,911.76 109,460.53 461,810 10,111,828 12,922,582
01-07-2025 120.395 3,835.79 113,296.33 461,810 10,573,639 13,640,311
01-08-2025 118.202 3,906.96 117,203.29 461,810 11,035,449 13,853,663
01-09-2025 116.821 3,953.15 121,156.43 461,810 11,497,260 14,153,615
01-10-2025 117.674 3,924.49 125,080.92 461,810 11,959,070 14,718,772
03-11-2025 120.612 3,828.89 128,909.81 461,810 12,420,880 15,548,070
01-12-2025 120.977 3,817.34 132,727.15 461,810 12,882,691 16,056,933
HDFC Hybrid Equity Fund - Growth Plan with 100.0% yearly Enhancement with 100.00% yearly enhancement 36828000.00 43730678.87 6902678.87 43034515.31 6181.67%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
01-01-2016 37.9764 79 79 3,000 3,000 3,000
01-02-2016 35.9104 83.54 162.54 3,000 6,000 5,837
01-03-2016 34.4867 86.99 249.53 3,000 9,000 8,605
01-04-2016 37.0746 80.92 330.45 3,000 12,000 12,251
01-05-2016 37.7471 79.48 409.92 3,000 15,000 15,473
01-06-2016 38.7618 77.4 487.32 3,000 18,000 18,889
01-07-2016 39.7608 75.45 562.77 3,000 21,000 22,376
01-08-2016 41.2818 72.67 635.44 3,000 24,000 26,232
01-09-2016 42.2682 70.98 706.42 3,000 27,000 29,859
01-10-2016 42.539 70.52 776.94 3,000 30,000 33,050
01-11-2016 43.3369 69.23 846.16 3,000 33,000 36,670
01-12-2016 42.1079 71.25 917.41 3,000 36,000 38,630
01-01-2017 41.4724 144.67 1,062.08 6,000 42,000 44,047
01-02-2017 43.677 137.37 1,199.46 6,000 48,000 52,389
01-03-2017 44.368 135.23 1,334.69 6,000 54,000 59,217
01-04-2017 45.6705 131.38 1,466.06 6,000 60,000 66,956
01-05-2017 46.8503 128.07 1,594.13 6,000 66,000 74,686
01-06-2017 47.9054 125.25 1,719.38 6,000 72,000 82,368
01-07-2017 48.0957 124.75 1,844.13 6,000 78,000 88,695
01-08-2017 50.255 119.39 1,963.52 6,000 84,000 98,677
01-09-2017 49.8167 120.44 2,083.96 6,000 90,000 103,816
01-10-2017 49.0264 122.38 2,206.35 6,000 96,000 108,169
01-11-2017 51.7105 116.03 2,322.38 6,000 102,000 120,091
01-12-2017 51.2317 117.11 2,439.49 6,000 108,000 124,979
01-01-2018 52.6907 227.74 2,667.24 12,000 120,000 140,539
01-02-2018 53.3691 224.85 2,892.08 12,000 132,000 154,348
01-03-2018 51.7303 231.97 3,124.06 12,000 144,000 161,608
01-04-2018 50.8052 236.2 3,360.25 12,000 156,000 170,718
01-05-2018 52.4879 228.62 3,588.88 12,000 168,000 188,373
01-06-2018 51.246 234.16 3,823.04 12,000 180,000 195,916
02-07-2018 50.213 238.98 4,062.02 12,000 192,000 203,966
01-08-2018 52.117 230.25 4,292.28 12,000 204,000 223,701
03-09-2018 53.059 226.16 4,518.44 12,000 216,000 239,744
01-10-2018 50.349 238.34 4,756.77 12,000 228,000 239,499
01-11-2018 49.734 241.28 4,998.06 12,000 240,000 248,573
03-12-2018 50.983 235.37 5,233.43 12,000 252,000 266,816
01-01-2019 51.606 465.06 5,698.49 24,000 276,000 294,076
01-02-2019 51.097 469.69 6,168.19 24,000 300,000 315,176
01-03-2019 51.015 470.45 6,638.64 24,000 324,000 338,670
01-04-2019 54.526 440.16 7,078.8 24,000 348,000 385,978
02-05-2019 53.696 446.96 7,525.76 24,000 372,000 404,103
03-06-2019 55.406 433.17 7,958.92 24,000 396,000 440,972
01-07-2019 55.12 435.41 8,394.34 24,000 420,000 462,696
01-08-2019 52.118 460.49 8,854.83 24,000 444,000 461,496
03-09-2019 51.271 468.1 9,322.93 24,000 468,000 477,996
01-10-2019 53.093 452.04 9,774.97 24,000 492,000 518,982
01-11-2019 54.394 441.23 10,216.19 24,000 516,000 555,700
02-12-2019 54.938 436.86 10,653.05 24,000 540,000 585,257
01-01-2020 55.407 866.32 11,519.36 48,000 588,000 638,253
03-02-2020 54.015 888.64 12,408.01 48,000 636,000 670,218
02-03-2020 52.494 914.39 13,322.4 48,000 684,000 699,346
01-04-2020 41.466 1,157.57 14,479.97 48,000 732,000 600,427
04-05-2020 45.177 1,062.49 15,542.46 48,000 780,000 702,162
01-06-2020 46.599 1,030.07 16,572.52 48,000 828,000 772,263
01-07-2020 49.316 973.31 17,545.84 48,000 876,000 865,291
03-08-2020 50.706 946.63 18,492.47 48,000 924,000 937,679
01-09-2020 53.415 898.62 19,391.1 48,000 972,000 1,035,775
01-10-2020 52.652 911.65 20,302.74 48,000 1,020,000 1,068,980
02-11-2020 53.878 890.9 21,193.64 48,000 1,068,000 1,141,871
01-12-2020 59.711 803.87 21,997.52 48,000 1,116,000 1,313,494
01-01-2021 62.861 1,527.18 23,524.7 96,000 1,212,000 1,478,786
01-02-2021 65.012 1,476.65 25,001.35 96,000 1,308,000 1,625,388
01-03-2021 68.406 1,403.39 26,404.73 96,000 1,404,000 1,806,242
01-04-2021 68.088 1,409.94 27,814.67 96,000 1,500,000 1,893,845
03-05-2021 67.528 1,421.63 29,236.3 96,000 1,596,000 1,974,269
01-06-2021 71.804 1,336.97 30,573.28 96,000 1,692,000 2,195,284
01-07-2021 73.196 1,311.55 31,884.82 96,000 1,788,000 2,333,842
02-08-2021 74.843 1,282.69 33,167.51 96,000 1,884,000 2,482,356
01-09-2021 76.815 1,249.76 34,417.27 96,000 1,980,000 2,643,762
01-10-2021 78.239 1,227.01 35,644.28 96,000 2,076,000 2,788,772
01-11-2021 80.266 1,196.02 36,840.3 96,000 2,172,000 2,957,023
01-12-2021 77.997 1,230.82 38,071.11 96,000 2,268,000 2,969,433
03-01-2022 79.642 2,410.79 40,481.9 192,000 2,460,000 3,224,060
01-02-2022 80.596 2,382.25 42,864.16 192,000 2,652,000 3,454,679
02-03-2022 76.943 2,495.35 45,359.51 192,000 2,844,000 3,490,097
01-04-2022 80.337 2,389.93 47,749.44 192,000 3,036,000 3,836,047
02-05-2022 78.832 2,435.56 50,185 192,000 3,228,000 3,956,184
01-06-2022 77.03 2,492.54 52,677.54 192,000 3,420,000 4,057,751
01-07-2022 74.632 2,572.62 55,250.16 192,000 3,612,000 4,123,430
01-08-2022 80.468 2,386.04 57,636.2 192,000 3,804,000 4,637,870
01-09-2022 82.371 2,330.92 59,967.12 192,000 3,996,000 4,939,551
03-10-2022 80.398 2,388.12 62,355.24 192,000 4,188,000 5,013,236
01-11-2022 84.629 2,268.73 64,623.96 192,000 4,380,000 5,469,061
01-12-2022 87.176 2,202.44 66,826.4 192,000 4,572,000 5,825,659
02-01-2023 86.198 4,454.86 71,281.26 384,000 4,956,000 6,144,302
01-02-2023 84.412 4,549.12 75,830.38 384,000 5,340,000 6,400,994
01-03-2023 84.456 4,546.75 80,377.13 384,000 5,724,000 6,788,331
03-04-2023 84.775 4,529.64 84,906.76 384,000 6,108,000 7,197,971
02-05-2023 87.906 4,368.3 89,275.07 384,000 6,492,000 7,847,814
01-06-2023 89.504 4,290.31 93,565.38 384,000 6,876,000 8,374,476
03-07-2023 92.805 4,137.71 97,703.09 384,000 7,260,000 9,067,335
01-08-2023 94.758 4,052.43 101,755.51 384,000 7,644,000 9,642,149
01-09-2023 94.102 4,080.68 105,836.19 384,000 8,028,000 9,959,397
03-10-2023 95.063 4,039.43 109,875.62 384,000 8,412,000 10,445,106
01-11-2023 92.388 4,156.38 114,032 384,000 8,796,000 10,535,189
01-12-2023 96.197 3,991.81 118,023.81 384,000 9,180,000 11,353,537
01-01-2024 101.018 7,602.61 125,626.42 768,000 9,948,000 12,690,529
01-02-2024 102.269 7,509.61 133,136.02 768,000 10,716,000 13,615,688
01-03-2024 104.558 7,345.21 140,481.23 768,000 11,484,000 14,688,436
01-04-2024 104.796 7,328.52 147,809.75 768,000 12,252,000 15,489,871
02-05-2024 106.658 7,200.59 155,010.34 768,000 13,020,000 16,533,093
03-06-2024 110.076 6,977 161,987.34 768,000 13,788,000 17,830,918
01-07-2024 113.092 6,790.93 168,778.27 768,000 14,556,000 19,087,472
01-08-2024 115.419 6,654.02 175,432.28 768,000 15,324,000 20,248,219
02-09-2024 116.331 6,601.85 182,034.14 768,000 16,092,000 21,176,213
01-10-2024 117.55 6,533.39 188,567.53 768,000 16,860,000 22,166,113
04-11-2024 113.414 6,771.65 195,339.18 768,000 17,628,000 22,154,197
02-12-2024 115.312 6,660.19 201,999.37 768,000 18,396,000 23,292,951
01-01-2025 114.307 13,437.5 215,436.86 1,536,000 19,932,000 24,625,942
03-02-2025 110.663 13,879.98 229,316.84 1,536,000 21,468,000 25,376,890
03-03-2025 105.754 14,524.27 243,841.12 1,536,000 23,004,000 25,787,173
01-04-2025 110.547 13,894.54 257,735.66 1,536,000 24,540,000 28,491,904
02-05-2025 115.08 13,347.24 271,082.9 1,536,000 26,076,000 31,196,220
02-06-2025 118.057 13,010.66 284,093.56 1,536,000 27,612,000 33,539,233
01-07-2025 120.395 12,758 296,851.56 1,536,000 29,148,000 35,739,444
01-08-2025 118.202 12,994.7 309,846.27 1,536,000 30,684,000 36,624,449
01-09-2025 116.821 13,148.32 322,994.59 1,536,000 32,220,000 37,732,551
01-10-2025 117.674 13,053.01 336,047.6 1,536,000 33,756,000 39,544,065
03-11-2025 120.612 12,735.05 348,782.65 1,536,000 35,292,000 42,067,373
01-12-2025 120.977 12,696.63 361,479.28 1,536,000 36,828,000 43,730,679

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.