SIP with Annual Increase

Submit
Scheme SIP Investment Cost SIP Value as on 09-01-2026 Growth Amount Enhanced Growth Amount Enhanced Growth (%)
HDFC Hybrid Equity Fund - Growth Plan with 0.0% yearly Enhancement with .00% yearly enhancement 360000.00 676348.36 316348.36 - -%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
09-02-2016 35.0313 85.64 85.64 3,000 3,000 3,000
09-03-2016 35.6247 84.21 169.85 3,000 6,000 6,051
09-04-2016 36.7213 81.7 251.55 3,000 9,000 9,237
09-05-2016 37.8008 79.36 330.91 3,000 12,000 12,509
09-06-2016 39.1486 76.63 407.54 3,000 15,000 15,955
09-07-2016 39.8953 75.2 482.74 3,000 18,000 19,259
09-08-2016 41.4239 72.42 555.16 3,000 21,000 22,997
09-09-2016 42.893 69.94 625.1 3,000 24,000 26,812
09-10-2016 43.3195 69.25 694.35 3,000 27,000 30,079
09-11-2016 42.3735 70.8 765.15 3,000 30,000 32,422
09-12-2016 42.1592 71.16 836.31 3,000 33,000 35,258
09-01-2017 42.0041 71.42 907.73 3,000 36,000 38,128
09-02-2017 43.8909 68.35 976.08 3,000 39,000 42,841
09-03-2017 44.1464 67.96 1,044.04 3,000 42,000 46,091
09-04-2017 45.8384 65.45 1,109.49 3,000 45,000 50,857
09-05-2017 46.8695 64.01 1,173.49 3,000 48,000 55,001
09-06-2017 48.3762 62.01 1,235.51 3,000 51,000 59,769
09-07-2017 48.8215 61.45 1,296.96 3,000 54,000 63,319
09-08-2017 49.5498 60.55 1,357.5 3,000 57,000 67,264
09-09-2017 49.6452 60.43 1,417.93 3,000 60,000 70,393
09-10-2017 49.4881 60.62 1,478.55 3,000 63,000 73,171
09-11-2017 51.5938 58.15 1,536.7 3,000 66,000 79,284
09-12-2017 51.7404 57.98 1,594.68 3,000 69,000 82,509
09-01-2018 53.4012 56.18 1,650.86 3,000 72,000 88,158
09-02-2018 51.9732 57.72 1,708.58 3,000 75,000 88,800
09-03-2018 50.9474 58.88 1,767.46 3,000 78,000 90,048
09-04-2018 52.0589 57.63 1,825.09 3,000 81,000 95,012
09-05-2018 52.2474 57.42 1,882.51 3,000 84,000 98,356
11-06-2018 51.242 58.55 1,941.06 3,000 87,000 99,464
09-07-2018 50.853 58.99 2,000.05 3,000 90,000 101,709
09-08-2018 52.86 56.75 2,056.8 3,000 93,000 108,723
10-09-2018 52.449 57.2 2,114 3,000 96,000 110,877
09-10-2018 48.149 62.31 2,176.31 3,000 99,000 104,787
09-11-2018 50.244 59.71 2,236.02 3,000 102,000 112,346
10-12-2018 49.824 60.21 2,296.23 3,000 105,000 114,407
09-01-2019 51.504 58.25 2,354.48 3,000 108,000 121,265
11-02-2019 50.626 59.26 2,413.73 3,000 111,000 122,198
11-03-2019 52.453 57.19 2,470.93 3,000 114,000 129,608
09-04-2019 54.313 55.24 2,526.16 3,000 117,000 137,204
09-05-2019 52.589 57.05 2,583.21 3,000 120,000 135,848
10-06-2019 54.807 54.74 2,637.95 3,000 123,000 144,578
09-07-2019 54.253 55.3 2,693.24 3,000 126,000 146,117
09-08-2019 52.412 57.24 2,750.48 3,000 129,000 144,158
09-09-2019 52.073 57.61 2,808.09 3,000 132,000 146,226
09-10-2019 52.611 57.02 2,865.12 3,000 135,000 150,737
11-11-2019 54.373 55.17 2,920.29 3,000 138,000 158,785
09-12-2019 54.411 55.14 2,975.43 3,000 141,000 161,896
09-01-2020 55.615 53.94 3,029.37 3,000 144,000 168,478
10-02-2020 55.483 54.07 3,083.44 3,000 147,000 171,079
09-03-2020 50.007 59.99 3,143.43 3,000 150,000 157,194
09-04-2020 43.783 68.52 3,211.95 3,000 153,000 140,629
11-05-2020 44.589 67.28 3,279.23 3,000 156,000 146,218
09-06-2020 47.619 63 3,342.23 3,000 159,000 159,154
09-07-2020 50.779 59.08 3,401.31 3,000 162,000 172,715
10-08-2020 52.261 57.4 3,458.72 3,000 165,000 180,756
09-09-2020 52.251 57.42 3,516.13 3,000 168,000 183,721
09-10-2020 54.197 55.35 3,571.49 3,000 171,000 193,564
09-11-2020 56.524 53.07 3,624.56 3,000 174,000 204,875
09-12-2020 61.193 49.03 3,673.59 3,000 177,000 224,798
11-01-2021 64.61 46.43 3,720.02 3,000 180,000 240,350
09-02-2021 68.585 43.74 3,763.76 3,000 183,000 258,137
09-03-2021 68.665 43.69 3,807.45 3,000 186,000 261,439
09-04-2021 67.551 44.41 3,851.86 3,000 189,000 260,197
10-05-2021 69.068 43.44 3,895.3 3,000 192,000 269,040
09-06-2021 72.235 41.53 3,936.83 3,000 195,000 284,377
09-07-2021 73.581 40.77 3,977.6 3,000 198,000 292,676
09-08-2021 75.435 39.77 4,017.37 3,000 201,000 303,050
09-09-2021 77.802 38.56 4,055.93 3,000 204,000 315,559
11-10-2021 79.964 37.52 4,093.44 3,000 207,000 327,328
09-11-2021 81.309 36.9 4,130.34 3,000 210,000 335,834
09-12-2021 79.496 37.74 4,168.08 3,000 213,000 331,346
10-01-2022 81.017 37.03 4,205.11 3,000 216,000 340,685
09-02-2022 80.201 37.41 4,242.51 3,000 219,000 340,254
09-03-2022 76.061 39.44 4,281.96 3,000 222,000 325,690
11-04-2022 81.128 36.98 4,318.93 3,000 225,000 350,386
09-05-2022 76.16 39.39 4,358.32 3,000 228,000 331,930
09-06-2022 76.523 39.2 4,397.53 3,000 231,000 336,512
11-07-2022 76.725 39.1 4,436.63 3,000 234,000 340,400
10-08-2022 81.115 36.98 4,473.61 3,000 237,000 362,877
09-09-2022 83.77 35.81 4,509.43 3,000 240,000 377,755
10-10-2022 81.604 36.76 4,546.19 3,000 243,000 370,987
09-11-2022 85.084 35.26 4,581.45 3,000 246,000 389,808
09-12-2022 87.149 34.42 4,615.87 3,000 249,000 402,269
09-01-2023 85.99 34.89 4,650.76 3,000 252,000 399,919
09-02-2023 85.483 35.09 4,685.85 3,000 255,000 400,561
09-03-2023 85.313 35.16 4,721.02 3,000 258,000 402,764
10-04-2023 85.664 35.02 4,756.04 3,000 261,000 407,421
09-05-2023 88.073 34.06 4,790.1 3,000 264,000 421,879
09-06-2023 90.437 33.17 4,823.27 3,000 267,000 436,202
10-07-2023 92.906 32.29 4,855.57 3,000 270,000 451,111
09-08-2023 93.97 31.93 4,887.49 3,000 273,000 459,277
11-09-2023 96.218 31.18 4,918.67 3,000 276,000 473,265
09-10-2023 94.637 31.7 4,950.37 3,000 279,000 468,488
09-11-2023 93.798 31.98 4,982.35 3,000 282,000 467,335
11-12-2023 98.635 30.42 5,012.77 3,000 285,000 494,434
09-01-2024 100.847 29.75 5,042.52 3,000 288,000 508,523
09-02-2024 102.245 29.34 5,071.86 3,000 291,000 518,572
11-03-2024 104.202 28.79 5,100.65 3,000 294,000 531,498
09-04-2024 105.403 28.46 5,129.11 3,000 297,000 540,624
09-05-2024 104.358 28.75 5,157.86 3,000 300,000 538,264
10-06-2024 109.929 27.29 5,185.15 3,000 303,000 569,998
09-07-2024 114.295 26.25 5,211.4 3,000 306,000 595,636
09-08-2024 113.416 26.45 5,237.85 3,000 309,000 594,056
09-09-2024 115.885 25.89 5,263.73 3,000 312,000 609,988
09-10-2024 115.159 26.05 5,289.79 3,000 315,000 609,166
11-11-2024 114.021 26.31 5,316.1 3,000 318,000 606,147
09-12-2024 116.926 25.66 5,341.75 3,000 321,000 624,590
09-01-2025 112.749 26.61 5,368.36 3,000 324,000 605,277
10-02-2025 111.332 26.95 5,395.31 3,000 327,000 600,670
10-03-2025 107.386 27.94 5,423.24 3,000 330,000 582,381
09-04-2025 108.415 27.67 5,450.92 3,000 333,000 590,961
09-05-2025 113.775 26.37 5,477.28 3,000 336,000 623,178
09-06-2025 119.152 25.18 5,502.46 3,000 339,000 655,629
09-07-2025 120.669 24.86 5,527.32 3,000 342,000 666,977
11-08-2025 117.114 25.62 5,552.94 3,000 345,000 650,327
09-09-2025 117.445 25.54 5,578.48 3,000 348,000 655,165
09-10-2025 118.597 25.3 5,603.78 3,000 351,000 664,591
10-11-2025 119.908 25.02 5,628.8 3,000 354,000 674,938
09-12-2025 120.31 24.94 5,653.73 3,000 357,000 680,201
09-01-2026 119.098 25.19 5,678.92 3,000 360,000 676,348
HDFC Hybrid Equity Fund - Growth Plan with 5.0% yearly Enhancement with 5.00% yearly enhancement 452804.13 811687.18 358883.05 135338.82 20.01%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
09-02-2016 35.0313 85.64 85.64 3,000 3,000 3,000
09-03-2016 35.6247 84.21 169.85 3,000 6,000 6,051
09-04-2016 36.7213 81.7 251.55 3,000 9,000 9,237
09-05-2016 37.8008 79.36 330.91 3,000 12,000 12,509
09-06-2016 39.1486 76.63 407.54 3,000 15,000 15,955
09-07-2016 39.8953 75.2 482.74 3,000 18,000 19,259
09-08-2016 41.4239 72.42 555.16 3,000 21,000 22,997
09-09-2016 42.893 69.94 625.1 3,000 24,000 26,812
09-10-2016 43.3195 69.25 694.35 3,000 27,000 30,079
09-11-2016 42.3735 70.8 765.15 3,000 30,000 32,422
09-12-2016 42.1592 71.16 836.31 3,000 33,000 35,258
09-01-2017 42.0041 71.42 907.73 3,000 36,000 38,128
09-02-2017 43.8909 71.77 979.5 3,150 39,150 42,991
09-03-2017 44.1464 71.35 1,050.85 3,150 42,300 46,391
09-04-2017 45.8384 68.72 1,119.57 3,150 45,450 51,320
09-05-2017 46.8695 67.21 1,186.78 3,150 48,600 55,624
09-06-2017 48.3762 65.11 1,251.9 3,150 51,750 60,562
09-07-2017 48.8215 64.52 1,316.42 3,150 54,900 64,270
09-08-2017 49.5498 63.57 1,379.99 3,150 58,050 68,378
09-09-2017 49.6452 63.45 1,443.44 3,150 61,200 71,660
09-10-2017 49.4881 63.65 1,507.09 3,150 64,350 74,583
09-11-2017 51.5938 61.05 1,568.15 3,150 67,500 80,907
09-12-2017 51.7404 60.88 1,629.03 3,150 70,650 84,287
09-01-2018 53.4012 58.99 1,688.01 3,150 73,800 90,142
09-02-2018 51.9732 63.64 1,751.65 3,308 77,108 91,039
09-03-2018 50.9474 64.92 1,816.57 3,308 80,415 92,550
09-04-2018 52.0589 63.53 1,880.11 3,308 83,722 97,876
09-05-2018 52.2474 63.3 1,943.41 3,308 87,030 101,538
11-06-2018 51.242 64.55 2,007.96 3,308 90,338 102,892
09-07-2018 50.853 65.04 2,073 3,308 93,645 105,418
09-08-2018 52.86 62.57 2,135.57 3,308 96,952 112,886
10-09-2018 52.449 63.06 2,198.63 3,308 100,260 115,316
09-10-2018 48.149 68.69 2,267.32 3,308 103,568 109,169
09-11-2018 50.244 65.83 2,333.15 3,308 106,875 117,227
10-12-2018 49.824 66.38 2,399.54 3,308 110,182 119,554
09-01-2019 51.504 64.22 2,463.75 3,308 113,490 126,893
11-02-2019 50.626 68.6 2,532.35 3,473 116,963 128,203
11-03-2019 52.453 66.21 2,598.56 3,473 120,436 136,302
09-04-2019 54.313 63.94 2,662.5 3,473 123,909 144,609
09-05-2019 52.589 66.04 2,728.54 3,473 127,382 143,491
10-06-2019 54.807 63.37 2,791.91 3,473 130,854 153,016
09-07-2019 54.253 64.01 2,855.92 3,473 134,327 154,942
09-08-2019 52.412 66.26 2,922.18 3,473 137,800 153,157
09-09-2019 52.073 66.69 2,988.87 3,473 141,273 155,640
09-10-2019 52.611 66.01 3,054.88 3,473 144,746 160,721
11-11-2019 54.373 63.87 3,118.76 3,473 148,219 169,576
09-12-2019 54.411 63.83 3,182.58 3,473 151,692 173,167
09-01-2020 55.615 62.44 3,245.03 3,473 155,164 180,472
10-02-2020 55.483 65.72 3,310.75 3,647 158,811 183,690
09-03-2020 50.007 72.92 3,383.67 3,647 162,458 169,207
09-04-2020 43.783 83.29 3,466.96 3,647 166,104 151,794
11-05-2020 44.589 81.78 3,548.74 3,647 169,751 158,235
09-06-2020 47.619 76.58 3,625.31 3,647 173,397 172,634
09-07-2020 50.779 71.81 3,697.13 3,647 177,044 187,736
10-08-2020 52.261 69.78 3,766.9 3,647 180,690 196,862
09-09-2020 52.251 69.79 3,836.69 3,647 184,337 200,471
09-10-2020 54.197 67.28 3,903.97 3,647 187,983 211,584
09-11-2020 56.524 64.51 3,968.49 3,647 191,630 224,315
09-12-2020 61.193 59.59 4,028.08 3,647 195,276 246,490
11-01-2021 64.61 56.44 4,084.51 3,647 198,923 263,900
09-02-2021 68.585 55.83 4,140.34 3,829 202,752 283,965
09-03-2021 68.665 55.76 4,196.1 3,829 206,580 288,125
09-04-2021 67.551 56.68 4,252.78 3,829 210,409 287,280
10-05-2021 69.068 55.44 4,308.22 3,829 214,238 297,560
09-06-2021 72.235 53.01 4,361.22 3,829 218,067 315,033
09-07-2021 73.581 52.04 4,413.26 3,829 221,896 324,732
09-08-2021 75.435 50.76 4,464.02 3,829 225,725 336,743
09-09-2021 77.802 49.21 4,513.23 3,829 229,553 351,138
11-10-2021 79.964 47.88 4,561.11 3,829 233,382 364,725
09-11-2021 81.309 47.09 4,608.2 3,829 237,211 374,688
09-12-2021 79.496 48.16 4,656.37 3,829 241,040 370,162
10-01-2022 81.017 47.26 4,703.63 3,829 244,869 381,074
09-02-2022 80.201 50.13 4,753.75 4,020 248,889 381,256
09-03-2022 76.061 52.86 4,806.61 4,020 252,909 365,595
11-04-2022 81.128 49.55 4,856.16 4,020 256,930 393,971
09-05-2022 76.16 52.79 4,908.95 4,020 260,950 373,866
09-06-2022 76.523 52.54 4,961.49 4,020 264,970 379,668
11-07-2022 76.725 52.4 5,013.89 4,020 268,991 384,690
10-08-2022 81.115 49.56 5,063.45 4,020 273,011 410,722
09-09-2022 83.77 47.99 5,111.44 4,020 277,031 428,185
10-10-2022 81.604 49.27 5,160.71 4,020 281,051 421,134
09-11-2022 85.084 47.25 5,207.96 4,020 285,072 443,114
09-12-2022 87.149 46.13 5,254.09 4,020 289,092 457,889
09-01-2023 85.99 46.75 5,300.84 4,020 293,112 455,819
09-02-2023 85.483 49.38 5,350.22 4,221 297,334 457,353
09-03-2023 85.313 49.48 5,399.7 4,221 301,555 460,665
10-04-2023 85.664 49.28 5,448.98 4,221 305,776 466,782
09-05-2023 88.073 47.93 5,496.91 4,221 309,998 484,130
09-06-2023 90.437 46.68 5,543.59 4,221 314,219 501,346
10-07-2023 92.906 45.44 5,589.02 4,221 318,440 519,254
09-08-2023 93.97 44.92 5,633.95 4,221 322,661 529,422
11-09-2023 96.218 43.87 5,677.82 4,221 326,883 546,308
09-10-2023 94.637 44.61 5,722.42 4,221 331,104 541,553
09-11-2023 93.798 45 5,767.43 4,221 335,325 540,973
11-12-2023 98.635 42.8 5,810.23 4,221 339,547 573,092
09-01-2024 100.847 41.86 5,852.08 4,221 343,768 590,165
09-02-2024 102.245 43.35 5,895.43 4,432 348,200 602,779
11-03-2024 104.202 42.54 5,937.97 4,432 352,633 618,748
09-04-2024 105.403 42.05 5,980.02 4,432 357,065 630,312
09-05-2024 104.358 42.47 6,022.49 4,432 361,497 628,496
10-06-2024 109.929 40.32 6,062.82 4,432 365,930 666,479
09-07-2024 114.295 38.78 6,101.6 4,432 370,362 697,382
09-08-2024 113.416 39.08 6,140.68 4,432 374,794 696,451
09-09-2024 115.885 38.25 6,178.92 4,432 379,227 716,045
09-10-2024 115.159 38.49 6,217.41 4,432 383,659 715,991
11-11-2024 114.021 38.87 6,256.29 4,432 388,092 713,348
09-12-2024 116.926 37.91 6,294.19 4,432 392,524 735,955
09-01-2025 112.749 39.31 6,333.51 4,432 396,956 714,096
10-02-2025 111.332 41.8 6,375.31 4,654 401,610 709,776
10-03-2025 107.386 43.34 6,418.65 4,654 406,264 689,273
09-04-2025 108.415 42.93 6,461.57 4,654 410,918 700,532
09-05-2025 113.775 40.91 6,502.48 4,654 415,572 739,820
09-06-2025 119.152 39.06 6,541.54 4,654 420,226 779,437
09-07-2025 120.669 38.57 6,580.11 4,654 424,880 794,015
11-08-2025 117.114 39.74 6,619.85 4,654 429,534 775,277
09-09-2025 117.445 39.63 6,659.47 4,654 434,188 782,122
09-10-2025 118.597 39.24 6,698.71 4,654 438,842 794,447
10-11-2025 119.908 38.81 6,737.53 4,654 443,496 807,884
09-12-2025 120.31 38.68 6,776.21 4,654 448,150 815,246
09-01-2026 119.098 39.08 6,815.29 4,654 452,804 811,687
HDFC Hybrid Equity Fund - Growth Plan with 10.0% yearly Enhancement with 10.00% yearly enhancement 573747.29 982670.50 408923.21 306322.14 45.29%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
09-02-2016 35.0313 85.64 85.64 3,000 3,000 3,000
09-03-2016 35.6247 84.21 169.85 3,000 6,000 6,051
09-04-2016 36.7213 81.7 251.55 3,000 9,000 9,237
09-05-2016 37.8008 79.36 330.91 3,000 12,000 12,509
09-06-2016 39.1486 76.63 407.54 3,000 15,000 15,955
09-07-2016 39.8953 75.2 482.74 3,000 18,000 19,259
09-08-2016 41.4239 72.42 555.16 3,000 21,000 22,997
09-09-2016 42.893 69.94 625.1 3,000 24,000 26,812
09-10-2016 43.3195 69.25 694.35 3,000 27,000 30,079
09-11-2016 42.3735 70.8 765.15 3,000 30,000 32,422
09-12-2016 42.1592 71.16 836.31 3,000 33,000 35,258
09-01-2017 42.0041 71.42 907.73 3,000 36,000 38,128
09-02-2017 43.8909 75.19 982.92 3,300 39,300 43,141
09-03-2017 44.1464 74.75 1,057.67 3,300 42,600 46,692
09-04-2017 45.8384 71.99 1,129.66 3,300 45,900 51,782
09-05-2017 46.8695 70.41 1,200.07 3,300 49,200 56,247
09-06-2017 48.3762 68.22 1,268.29 3,300 52,500 61,355
09-07-2017 48.8215 67.59 1,335.88 3,300 55,800 65,220
09-08-2017 49.5498 66.6 1,402.48 3,300 59,100 69,493
09-09-2017 49.6452 66.47 1,468.95 3,300 62,400 72,926
09-10-2017 49.4881 66.68 1,535.63 3,300 65,700 75,996
09-11-2017 51.5938 63.96 1,599.59 3,300 69,000 82,529
09-12-2017 51.7404 63.78 1,663.37 3,300 72,300 86,064
09-01-2018 53.4012 61.8 1,725.17 3,300 75,600 92,126
09-02-2018 51.9732 69.84 1,795.01 3,630 79,230 93,293
09-03-2018 50.9474 71.25 1,866.26 3,630 82,860 95,081
09-04-2018 52.0589 69.73 1,935.99 3,630 86,490 100,786
09-05-2018 52.2474 69.48 2,005.47 3,630 90,120 104,781
11-06-2018 51.242 70.84 2,076.31 3,630 93,750 106,394
09-07-2018 50.853 71.38 2,147.69 3,630 97,380 109,217
09-08-2018 52.86 68.67 2,216.36 3,630 101,010 117,157
10-09-2018 52.449 69.21 2,285.57 3,630 104,640 119,876
09-10-2018 48.149 75.39 2,360.97 3,630 108,270 113,678
09-11-2018 50.244 72.25 2,433.21 3,630 111,900 122,254
10-12-2018 49.824 72.86 2,506.07 3,630 115,530 124,862
09-01-2019 51.504 70.48 2,576.55 3,630 119,160 132,703
11-02-2019 50.626 78.87 2,655.42 3,993 123,153 134,433
11-03-2019 52.453 76.13 2,731.55 3,993 127,146 143,278
09-04-2019 54.313 73.52 2,805.07 3,993 131,139 152,352
09-05-2019 52.589 75.93 2,880.99 3,993 135,132 151,509
10-06-2019 54.807 72.86 2,953.85 3,993 139,125 161,892
09-07-2019 54.253 73.6 3,027.45 3,993 143,118 164,248
09-08-2019 52.412 76.18 3,103.63 3,993 147,111 162,668
09-09-2019 52.073 76.68 3,180.32 3,993 151,104 165,609
09-10-2019 52.611 75.9 3,256.21 3,993 155,097 171,313
11-11-2019 54.373 73.44 3,329.65 3,993 159,090 181,043
09-12-2019 54.411 73.39 3,403.03 3,993 163,083 185,163
09-01-2020 55.615 71.8 3,474.83 3,993 167,076 193,253
10-02-2020 55.483 79.16 3,554 4,392 171,468 197,186
09-03-2020 50.007 87.83 3,641.83 4,392 175,861 182,117
09-04-2020 43.783 100.32 3,742.15 4,392 180,253 163,843
11-05-2020 44.589 98.51 3,840.66 4,392 184,645 171,251
09-06-2020 47.619 92.24 3,932.9 4,392 189,037 187,281
09-07-2020 50.779 86.5 4,019.39 4,392 193,430 204,101
10-08-2020 52.261 84.05 4,103.44 4,392 197,822 214,450
09-09-2020 52.251 84.06 4,187.5 4,392 202,214 218,801
09-10-2020 54.197 81.04 4,268.54 4,392 206,607 231,342
09-11-2020 56.524 77.71 4,346.25 4,392 210,999 245,667
09-12-2020 61.193 71.78 4,418.03 4,392 215,391 270,352
11-01-2021 64.61 67.98 4,486.01 4,392 219,784 289,841
09-02-2021 68.585 70.45 4,556.46 4,832 224,615 312,505
09-03-2021 68.665 70.36 4,626.82 4,832 229,447 317,701
09-04-2021 67.551 71.52 4,698.34 4,832 234,278 317,378
10-05-2021 69.068 69.95 4,768.3 4,832 239,110 329,337
09-06-2021 72.235 66.89 4,835.18 4,832 243,941 349,269
09-07-2021 73.581 65.66 4,900.85 4,832 248,773 360,609
09-08-2021 75.435 64.05 4,964.9 4,832 253,604 374,527
09-09-2021 77.802 62.1 5,027 4,832 258,436 391,110
11-10-2021 79.964 60.42 5,087.42 4,832 263,267 406,810
09-11-2021 81.309 59.42 5,146.84 4,832 268,099 418,484
09-12-2021 79.496 60.78 5,207.62 4,832 272,930 413,985
10-01-2022 81.017 59.64 5,267.25 4,832 277,762 426,737
09-02-2022 80.201 66.27 5,333.52 5,315 283,077 427,754
09-03-2022 76.061 69.87 5,403.39 5,315 288,391 410,987
11-04-2022 81.128 65.51 5,468.9 5,315 293,706 443,681
09-05-2022 76.16 69.78 5,538.69 5,315 299,021 421,826
09-06-2022 76.523 69.45 5,608.14 5,315 304,335 429,152
11-07-2022 76.725 69.27 5,677.41 5,315 309,650 435,599
10-08-2022 81.115 65.52 5,742.93 5,315 314,965 465,838
09-09-2022 83.77 63.44 5,806.37 5,315 320,279 486,400
10-10-2022 81.604 65.13 5,871.5 5,315 325,594 479,138
09-11-2022 85.084 62.46 5,933.96 5,315 330,909 504,885
09-12-2022 87.149 60.98 5,994.95 5,315 336,223 522,454
09-01-2023 85.99 61.81 6,056.75 5,315 341,538 520,820
09-02-2023 85.483 68.39 6,125.14 5,846 347,384 523,596
09-03-2023 85.313 68.53 6,193.67 5,846 353,230 528,400
10-04-2023 85.664 68.25 6,261.91 5,846 359,077 536,420
09-05-2023 88.073 66.38 6,328.29 5,846 364,923 557,352
09-06-2023 90.437 64.64 6,392.93 5,846 370,769 578,158
10-07-2023 92.906 62.93 6,455.86 5,846 376,615 599,788
09-08-2023 93.97 62.21 6,518.07 5,846 382,461 612,503
11-09-2023 96.218 60.76 6,578.83 5,846 388,307 633,002
09-10-2023 94.637 61.77 6,640.61 5,846 394,154 628,447
09-11-2023 93.798 62.33 6,702.93 5,846 400,000 628,722
11-12-2023 98.635 59.27 6,762.2 5,846 405,846 666,990
09-01-2024 100.847 57.97 6,820.18 5,846 411,692 687,794
09-02-2024 102.245 62.9 6,883.07 6,431 418,123 703,760
11-03-2024 104.202 61.71 6,944.79 6,431 424,554 723,661
09-04-2024 105.403 61.01 7,005.8 6,431 430,984 738,432
09-05-2024 104.358 61.62 7,067.42 6,431 437,415 737,542
10-06-2024 109.929 58.5 7,125.92 6,431 443,846 783,345
09-07-2024 114.295 56.26 7,182.18 6,431 450,277 820,888
09-08-2024 113.416 56.7 7,238.88 6,431 456,707 821,005
09-09-2024 115.885 55.49 7,294.38 6,431 463,138 845,309
09-10-2024 115.159 55.84 7,350.22 6,431 469,569 846,444
11-11-2024 114.021 56.4 7,406.62 6,431 476,000 844,510
09-12-2024 116.926 55 7,461.62 6,431 482,430 872,457
09-01-2025 112.749 57.04 7,518.65 6,431 488,861 847,721
10-02-2025 111.332 63.54 7,582.19 7,074 495,935 844,141
10-03-2025 107.386 65.87 7,648.06 7,074 503,009 821,295
09-04-2025 108.415 65.25 7,713.31 7,074 510,083 836,239
09-05-2025 113.775 62.17 7,775.49 7,074 517,157 884,656
09-06-2025 119.152 59.37 7,834.85 7,074 524,230 933,539
09-07-2025 120.669 58.62 7,893.48 7,074 531,304 952,498
11-08-2025 117.114 60.4 7,953.88 7,074 538,378 931,510
09-09-2025 117.445 60.23 8,014.11 7,074 545,452 941,217
09-10-2025 118.597 59.65 8,073.75 7,074 552,526 957,523
10-11-2025 119.908 58.99 8,132.75 7,074 559,600 975,182
09-12-2025 120.31 58.8 8,191.55 7,074 566,673 985,525
09-01-2026 119.098 59.4 8,250.94 7,074 573,747 982,670
HDFC Hybrid Equity Fund - Growth Plan with 15.0% yearly Enhancement with 15.00% yearly enhancement 730933.86 1198734.85 467800.99 522386.49 77.24%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
09-02-2016 35.0313 85.64 85.64 3,000 3,000 3,000
09-03-2016 35.6247 84.21 169.85 3,000 6,000 6,051
09-04-2016 36.7213 81.7 251.55 3,000 9,000 9,237
09-05-2016 37.8008 79.36 330.91 3,000 12,000 12,509
09-06-2016 39.1486 76.63 407.54 3,000 15,000 15,955
09-07-2016 39.8953 75.2 482.74 3,000 18,000 19,259
09-08-2016 41.4239 72.42 555.16 3,000 21,000 22,997
09-09-2016 42.893 69.94 625.1 3,000 24,000 26,812
09-10-2016 43.3195 69.25 694.35 3,000 27,000 30,079
09-11-2016 42.3735 70.8 765.15 3,000 30,000 32,422
09-12-2016 42.1592 71.16 836.31 3,000 33,000 35,258
09-01-2017 42.0041 71.42 907.73 3,000 36,000 38,128
09-02-2017 43.8909 78.6 986.34 3,450 39,450 43,291
09-03-2017 44.1464 78.15 1,064.49 3,450 42,900 46,993
09-04-2017 45.8384 75.26 1,139.75 3,450 46,350 52,244
09-05-2017 46.8695 73.61 1,213.36 3,450 49,800 56,870
09-06-2017 48.3762 71.32 1,284.67 3,450 53,250 62,148
09-07-2017 48.8215 70.67 1,355.34 3,450 56,700 66,170
09-08-2017 49.5498 69.63 1,424.97 3,450 60,150 70,607
09-09-2017 49.6452 69.49 1,494.46 3,450 63,600 74,193
09-10-2017 49.4881 69.71 1,564.17 3,450 67,050 77,408
09-11-2017 51.5938 66.87 1,631.04 3,450 70,500 84,152
09-12-2017 51.7404 66.68 1,697.72 3,450 73,950 87,841
09-01-2018 53.4012 64.61 1,762.33 3,450 77,400 94,110
09-02-2018 51.9732 76.34 1,838.66 3,968 81,368 95,561
09-03-2018 50.9474 77.87 1,916.54 3,968 85,335 97,643
09-04-2018 52.0589 76.21 1,992.75 3,968 89,302 103,740
09-05-2018 52.2474 75.94 2,068.69 3,968 93,270 108,084
11-06-2018 51.242 77.43 2,146.11 3,968 97,238 109,971
09-07-2018 50.853 78.02 2,224.13 3,968 101,205 113,104
09-08-2018 52.86 75.06 2,299.19 3,968 105,172 121,535
10-09-2018 52.449 75.64 2,374.83 3,968 109,140 124,558
09-10-2018 48.149 82.4 2,457.24 3,968 113,108 118,313
09-11-2018 50.244 78.96 2,536.2 3,968 117,075 127,429
10-12-2018 49.824 79.63 2,615.83 3,968 121,042 130,331
09-01-2019 51.504 77.03 2,692.86 3,968 125,010 138,693
11-02-2019 50.626 90.12 2,782.99 4,563 129,573 140,892
11-03-2019 52.453 86.99 2,869.97 4,563 134,135 150,539
09-04-2019 54.313 84.01 2,953.98 4,563 138,698 160,439
09-05-2019 52.589 86.76 3,040.74 4,563 143,260 159,909
10-06-2019 54.807 83.25 3,123.99 4,563 147,823 171,216
09-07-2019 54.253 84.1 3,208.09 4,563 152,386 174,048
09-08-2019 52.412 87.05 3,295.14 4,563 156,948 172,705
09-09-2019 52.073 87.62 3,382.76 4,563 161,511 176,150
09-10-2019 52.611 86.72 3,469.48 4,563 166,074 182,533
11-11-2019 54.373 83.91 3,553.4 4,563 170,636 193,209
09-12-2019 54.411 83.85 3,637.25 4,563 175,199 197,906
09-01-2020 55.615 82.04 3,719.29 4,563 179,762 206,848
10-02-2020 55.483 94.57 3,813.86 5,247 185,009 211,604
09-03-2020 50.007 104.93 3,918.79 5,247 190,256 195,967
09-04-2020 43.783 119.84 4,038.63 5,247 195,503 176,823
11-05-2020 44.589 117.68 4,156.3 5,247 200,750 185,325
09-06-2020 47.619 110.19 4,266.49 5,247 205,997 203,166
09-07-2020 50.779 103.33 4,369.82 5,247 211,244 221,895
10-08-2020 52.261 100.4 4,470.22 5,247 216,491 233,618
09-09-2020 52.251 100.42 4,570.64 5,247 221,738 238,821
09-10-2020 54.197 96.81 4,667.45 5,247 226,985 252,962
09-11-2020 56.524 92.83 4,760.28 5,247 232,232 269,070
09-12-2020 61.193 85.75 4,846.03 5,247 237,479 296,543
11-01-2021 64.61 81.21 4,927.24 5,247 242,726 318,349
09-02-2021 68.585 87.98 5,015.22 6,034 248,760 343,969
09-03-2021 68.665 87.88 5,103.1 6,034 254,794 350,404
09-04-2021 67.551 89.33 5,192.42 6,034 260,828 350,753
10-05-2021 69.068 87.36 5,279.79 6,034 266,862 364,664
09-06-2021 72.235 83.53 5,363.32 6,034 272,896 387,419
09-07-2021 73.581 82.01 5,445.33 6,034 278,930 400,672
09-08-2021 75.435 79.99 5,525.32 6,034 284,964 416,802
09-09-2021 77.802 77.56 5,602.87 6,034 290,998 435,915
11-10-2021 79.964 75.46 5,678.33 6,034 297,032 454,062
09-11-2021 81.309 74.21 5,752.54 6,034 303,066 467,734
09-12-2021 79.496 75.9 5,828.45 6,034 309,101 463,338
10-01-2022 81.017 74.48 5,902.93 6,034 315,135 478,237
09-02-2022 80.201 86.52 5,989.45 6,939 322,074 480,360
09-03-2022 76.061 91.23 6,080.68 6,939 329,013 462,503
11-04-2022 81.128 85.53 6,166.22 6,939 335,952 500,253
09-05-2022 76.16 91.11 6,257.33 6,939 342,891 476,558
09-06-2022 76.523 90.68 6,348.01 6,939 349,830 485,769
11-07-2022 76.725 90.44 6,438.45 6,939 356,770 493,990
10-08-2022 81.115 85.55 6,524 6,939 363,709 529,194
09-09-2022 83.77 82.84 6,606.84 6,939 370,648 553,455
10-10-2022 81.604 85.03 6,691.87 6,939 377,587 546,083
09-11-2022 85.084 81.56 6,773.43 6,939 384,526 576,310
09-12-2022 87.149 79.62 6,853.05 6,939 391,466 597,237
09-01-2023 85.99 80.7 6,933.75 6,939 398,405 596,233
09-02-2023 85.483 93.35 7,027.1 7,980 406,385 600,698
09-03-2023 85.313 93.54 7,120.64 7,980 414,365 607,483
10-04-2023 85.664 93.16 7,213.8 7,980 422,345 617,963
09-05-2023 88.073 90.61 7,304.4 7,980 430,325 643,321
09-06-2023 90.437 88.24 7,392.64 7,980 438,305 668,568
10-07-2023 92.906 85.89 7,478.54 7,980 446,285 694,801
09-08-2023 93.97 84.92 7,563.46 7,980 454,265 710,738
11-09-2023 96.218 82.94 7,646.39 7,980 462,245 735,721
09-10-2023 94.637 84.32 7,730.72 7,980 470,225 731,612
09-11-2023 93.798 85.08 7,815.79 7,980 478,205 733,106
11-12-2023 98.635 80.9 7,896.7 7,980 486,185 778,891
09-01-2024 100.847 79.13 7,975.83 7,980 494,165 804,338
09-02-2024 102.245 89.76 8,065.58 9,177 503,343 824,666
11-03-2024 104.202 88.07 8,153.65 9,177 512,520 849,627
09-04-2024 105.403 87.07 8,240.72 9,177 521,697 868,597
09-05-2024 104.358 87.94 8,328.66 9,177 530,874 869,162
10-06-2024 109.929 83.48 8,412.14 9,177 540,051 924,738
09-07-2024 114.295 80.29 8,492.43 9,177 549,228 970,643
09-08-2024 113.416 80.92 8,573.35 9,177 558,405 972,355
09-09-2024 115.885 79.19 8,652.54 9,177 567,582 1,002,700
09-10-2024 115.159 79.69 8,732.23 9,177 576,759 1,005,595
11-11-2024 114.021 80.49 8,812.72 9,177 585,936 1,004,835
09-12-2024 116.926 78.49 8,891.2 9,177 595,113 1,039,613
09-01-2025 112.749 81.39 8,972.6 9,177 604,290 1,011,651
10-02-2025 111.332 94.79 9,067.39 10,554 614,844 1,009,491
10-03-2025 107.386 98.28 9,165.67 10,554 625,398 984,264
09-04-2025 108.415 97.34 9,263.01 10,554 635,951 1,004,250
09-05-2025 113.775 92.76 9,355.77 10,554 646,505 1,064,453
09-06-2025 119.152 88.57 9,444.34 10,554 657,058 1,125,313
09-07-2025 120.669 87.46 9,531.8 10,554 667,612 1,150,193
11-08-2025 117.114 90.11 9,621.92 10,554 678,166 1,126,861
09-09-2025 117.445 89.86 9,711.78 10,554 688,719 1,140,600
09-10-2025 118.597 88.99 9,800.77 10,554 699,273 1,162,341
10-11-2025 119.908 88.01 9,888.78 10,554 709,827 1,185,744
09-12-2025 120.31 87.72 9,976.5 10,554 720,380 1,200,273
09-01-2026 119.098 88.61 10,065.11 10,554 730,934 1,198,735
HDFC Hybrid Equity Fund - Growth Plan with 20.0% yearly Enhancement with 20.00% yearly enhancement 934512.56 1471580.18 537067.62 795231.82 117.58%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
09-02-2016 35.0313 85.64 85.64 3,000 3,000 3,000
09-03-2016 35.6247 84.21 169.85 3,000 6,000 6,051
09-04-2016 36.7213 81.7 251.55 3,000 9,000 9,237
09-05-2016 37.8008 79.36 330.91 3,000 12,000 12,509
09-06-2016 39.1486 76.63 407.54 3,000 15,000 15,955
09-07-2016 39.8953 75.2 482.74 3,000 18,000 19,259
09-08-2016 41.4239 72.42 555.16 3,000 21,000 22,997
09-09-2016 42.893 69.94 625.1 3,000 24,000 26,812
09-10-2016 43.3195 69.25 694.35 3,000 27,000 30,079
09-11-2016 42.3735 70.8 765.15 3,000 30,000 32,422
09-12-2016 42.1592 71.16 836.31 3,000 33,000 35,258
09-01-2017 42.0041 71.42 907.73 3,000 36,000 38,128
09-02-2017 43.8909 82.02 989.75 3,600 39,600 43,441
09-03-2017 44.1464 81.55 1,071.3 3,600 43,200 47,294
09-04-2017 45.8384 78.54 1,149.84 3,600 46,800 52,707
09-05-2017 46.8695 76.81 1,226.65 3,600 50,400 57,492
09-06-2017 48.3762 74.42 1,301.06 3,600 54,000 62,941
09-07-2017 48.8215 73.74 1,374.8 3,600 57,600 67,120
09-08-2017 49.5498 72.65 1,447.46 3,600 61,200 71,721
09-09-2017 49.6452 72.51 1,519.97 3,600 64,800 75,459
09-10-2017 49.4881 72.74 1,592.72 3,600 68,400 78,820
09-11-2017 51.5938 69.78 1,662.49 3,600 72,000 85,774
09-12-2017 51.7404 69.58 1,732.07 3,600 75,600 89,618
09-01-2018 53.4012 67.41 1,799.48 3,600 79,200 96,095
09-02-2018 51.9732 83.12 1,882.6 4,320 83,520 97,845
09-03-2018 50.9474 84.79 1,967.4 4,320 87,840 100,234
09-04-2018 52.0589 82.98 2,050.38 4,320 92,160 106,740
09-05-2018 52.2474 82.68 2,133.06 4,320 96,480 111,447
11-06-2018 51.242 84.31 2,217.37 4,320 100,800 113,622
09-07-2018 50.853 84.95 2,302.32 4,320 105,120 117,080
09-08-2018 52.86 81.73 2,384.04 4,320 109,440 126,021
10-09-2018 52.449 82.37 2,466.41 4,320 113,760 129,361
09-10-2018 48.149 89.72 2,556.13 4,320 118,080 123,075
09-11-2018 50.244 85.98 2,642.11 4,320 122,400 132,750
10-12-2018 49.824 86.71 2,728.82 4,320 126,720 135,961
09-01-2019 51.504 83.88 2,812.69 4,320 131,040 144,865
11-02-2019 50.626 102.4 2,915.09 5,184 136,224 147,579
11-03-2019 52.453 98.83 3,013.92 5,184 141,408 158,089
09-04-2019 54.313 95.45 3,109.37 5,184 146,592 168,879
09-05-2019 52.589 98.58 3,207.95 5,184 151,776 168,703
10-06-2019 54.807 94.59 3,302.53 5,184 156,960 181,002
09-07-2019 54.253 95.55 3,398.09 5,184 162,144 184,356
09-08-2019 52.412 98.91 3,496.99 5,184 167,328 183,284
09-09-2019 52.073 99.55 3,596.55 5,184 172,512 187,283
09-10-2019 52.611 98.53 3,695.08 5,184 177,696 194,402
11-11-2019 54.373 95.34 3,790.42 5,184 182,880 206,097
09-12-2019 54.411 95.27 3,885.7 5,184 188,064 211,425
09-01-2020 55.615 93.21 3,978.91 5,184 193,248 221,287
10-02-2020 55.483 112.12 4,091.03 6,221 199,469 226,983
09-03-2020 50.007 124.4 4,215.43 6,221 205,690 210,801
09-04-2020 43.783 142.08 4,357.51 6,221 211,910 190,785
11-05-2020 44.589 139.51 4,497.03 6,221 218,131 200,518
09-06-2020 47.619 130.64 4,627.66 6,221 224,352 220,365
09-07-2020 50.779 122.51 4,750.17 6,221 230,573 241,209
10-08-2020 52.261 119.03 4,869.2 6,221 236,794 254,469
09-09-2020 52.251 119.06 4,988.26 6,221 243,014 260,642
09-10-2020 54.197 114.78 5,103.04 6,221 249,235 276,569
09-11-2020 56.524 110.06 5,213.1 6,221 255,456 294,665
09-12-2020 61.193 101.66 5,314.75 6,221 261,677 325,226
11-01-2021 64.61 96.28 5,411.04 6,221 267,898 349,607
09-02-2021 68.585 108.84 5,519.88 7,465 275,363 378,581
09-03-2021 68.665 108.72 5,628.6 7,465 282,828 386,488
09-04-2021 67.551 110.51 5,739.1 7,465 290,292 387,682
10-05-2021 69.068 108.08 5,847.19 7,465 297,757 403,853
09-06-2021 72.235 103.34 5,950.53 7,465 305,222 429,836
09-07-2021 73.581 101.45 6,051.98 7,465 312,687 445,311
09-08-2021 75.435 98.96 6,150.94 7,465 320,152 463,996
09-09-2021 77.802 95.95 6,246.89 7,465 327,617 486,020
11-10-2021 79.964 93.35 6,340.24 7,465 335,082 506,991
09-11-2021 81.309 91.81 6,432.05 7,465 342,547 522,984
09-12-2021 79.496 93.9 6,525.95 7,465 350,012 518,787
10-01-2022 81.017 92.14 6,618.1 7,465 357,477 536,178
09-02-2022 80.201 111.69 6,729.79 8,958 366,435 539,736
09-03-2022 76.061 117.77 6,847.56 8,958 375,393 520,832
11-04-2022 81.128 110.42 6,957.98 8,958 384,351 564,487
09-05-2022 76.16 117.62 7,075.6 8,958 393,309 538,878
09-06-2022 76.523 117.06 7,192.66 8,958 402,267 550,404
11-07-2022 76.725 116.75 7,309.42 8,958 411,225 560,815
10-08-2022 81.115 110.44 7,419.85 8,958 420,183 601,861
09-09-2022 83.77 106.94 7,526.79 8,958 429,141 630,519
10-10-2022 81.604 109.77 7,636.56 8,958 438,099 623,174
09-11-2022 85.084 105.28 7,741.84 8,958 447,057 658,707
09-12-2022 87.149 102.79 7,844.63 8,958 456,015 683,652
09-01-2023 85.99 104.17 7,948.81 8,958 464,973 683,518
09-02-2023 85.483 125.75 8,074.56 10,750 475,722 690,237
09-03-2023 85.313 126 8,200.56 10,750 486,472 699,614
10-04-2023 85.664 125.48 8,326.04 10,750 497,221 713,242
09-05-2023 88.073 122.05 8,448.1 10,750 507,971 744,049
09-06-2023 90.437 118.86 8,566.96 10,750 518,720 774,770
10-07-2023 92.906 115.7 8,682.66 10,750 529,470 806,671
09-08-2023 93.97 114.39 8,797.05 10,750 540,219 826,659
11-09-2023 96.218 111.72 8,908.78 10,750 550,969 857,185
09-10-2023 94.637 113.59 9,022.36 10,750 561,718 853,849
09-11-2023 93.798 114.6 9,136.97 10,750 572,468 857,029
11-12-2023 98.635 108.98 9,245.95 10,750 583,218 911,974
09-01-2024 100.847 106.59 9,352.54 10,750 593,967 943,176
09-02-2024 102.245 126.16 9,478.7 12,899 606,867 969,150
11-03-2024 104.202 123.79 9,602.5 12,899 619,766 1,000,599
09-04-2024 105.403 122.38 9,724.88 12,899 632,665 1,025,031
09-05-2024 104.358 123.61 9,848.49 12,899 645,565 1,027,768
10-06-2024 109.929 117.34 9,965.83 12,899 658,464 1,095,534
09-07-2024 114.295 112.86 10,078.69 12,899 671,364 1,151,944
09-08-2024 113.416 113.74 10,192.43 12,899 684,263 1,155,984
09-09-2024 115.885 111.31 10,303.74 12,899 697,163 1,194,049
09-10-2024 115.159 112.01 10,415.75 12,899 710,062 1,199,468
11-11-2024 114.021 113.13 10,528.89 12,899 722,962 1,200,514
09-12-2024 116.926 110.32 10,639.21 12,899 735,861 1,244,000
09-01-2025 112.749 114.41 10,753.62 12,899 748,760 1,212,459
10-02-2025 111.332 139.04 10,892.65 15,479 764,240 1,212,701
10-03-2025 107.386 144.15 11,036.8 15,479 779,719 1,185,198
09-04-2025 108.415 142.78 11,179.58 15,479 795,198 1,212,034
09-05-2025 113.775 136.05 11,315.63 15,479 810,678 1,287,436
09-06-2025 119.152 129.91 11,445.54 15,479 826,157 1,363,759
09-07-2025 120.669 128.28 11,573.82 15,479 841,637 1,396,602
11-08-2025 117.114 132.17 11,706 15,479 857,116 1,370,936
09-09-2025 117.445 131.8 11,837.8 15,479 872,595 1,390,290
09-10-2025 118.597 130.52 11,968.32 15,479 888,075 1,419,407
10-11-2025 119.908 129.09 12,097.41 15,479 903,554 1,450,576
09-12-2025 120.31 128.66 12,226.07 15,479 919,033 1,470,919
09-01-2026 119.098 129.97 12,356.04 15,479 934,513 1,471,580
HDFC Hybrid Equity Fund - Growth Plan with 25.0% yearly Enhancement with 25.00% yearly enhancement 1197104.51 1815630.50 618525.99 1139282.14 168.45%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
09-02-2016 35.0313 85.64 85.64 3,000 3,000 3,000
09-03-2016 35.6247 84.21 169.85 3,000 6,000 6,051
09-04-2016 36.7213 81.7 251.55 3,000 9,000 9,237
09-05-2016 37.8008 79.36 330.91 3,000 12,000 12,509
09-06-2016 39.1486 76.63 407.54 3,000 15,000 15,955
09-07-2016 39.8953 75.2 482.74 3,000 18,000 19,259
09-08-2016 41.4239 72.42 555.16 3,000 21,000 22,997
09-09-2016 42.893 69.94 625.1 3,000 24,000 26,812
09-10-2016 43.3195 69.25 694.35 3,000 27,000 30,079
09-11-2016 42.3735 70.8 765.15 3,000 30,000 32,422
09-12-2016 42.1592 71.16 836.31 3,000 33,000 35,258
09-01-2017 42.0041 71.42 907.73 3,000 36,000 38,128
09-02-2017 43.8909 85.44 993.17 3,750 39,750 43,591
09-03-2017 44.1464 84.94 1,078.12 3,750 43,500 47,595
09-04-2017 45.8384 81.81 1,159.93 3,750 47,250 53,169
09-05-2017 46.8695 80.01 1,239.93 3,750 51,000 58,115
09-06-2017 48.3762 77.52 1,317.45 3,750 54,750 63,733
09-07-2017 48.8215 76.81 1,394.26 3,750 58,500 68,070
09-08-2017 49.5498 75.68 1,469.94 3,750 62,250 72,835
09-09-2017 49.6452 75.54 1,545.48 3,750 66,000 76,726
09-10-2017 49.4881 75.78 1,621.26 3,750 69,750 80,233
09-11-2017 51.5938 72.68 1,693.94 3,750 73,500 87,397
09-12-2017 51.7404 72.48 1,766.42 3,750 77,250 91,395
09-01-2018 53.4012 70.22 1,836.64 3,750 81,000 98,079
09-02-2018 51.9732 90.19 1,926.83 4,688 85,688 100,144
09-03-2018 50.9474 92.01 2,018.84 4,688 90,375 102,854
09-04-2018 52.0589 90.04 2,108.88 4,688 95,062 109,786
09-05-2018 52.2474 89.72 2,198.6 4,688 99,750 114,871
11-06-2018 51.242 91.48 2,290.07 4,688 104,438 117,348
09-07-2018 50.853 92.18 2,382.25 4,688 109,125 121,145
09-08-2018 52.86 88.68 2,470.93 4,688 113,812 130,613
10-09-2018 52.449 89.37 2,560.3 4,688 118,500 134,285
09-10-2018 48.149 97.35 2,657.66 4,688 123,188 127,963
09-11-2018 50.244 93.29 2,750.95 4,688 127,875 138,219
10-12-2018 49.824 94.08 2,845.03 4,688 132,562 141,751
09-01-2019 51.504 91.01 2,936.04 4,688 137,250 151,218
11-02-2019 50.626 115.74 3,051.78 5,859 143,109 154,500
11-03-2019 52.453 111.71 3,163.49 5,859 148,969 165,935
09-04-2019 54.313 107.88 3,271.37 5,859 154,828 177,678
09-05-2019 52.589 111.42 3,382.79 5,859 160,688 177,898
10-06-2019 54.807 106.91 3,489.7 5,859 166,547 191,260
09-07-2019 54.253 108 3,597.7 5,859 172,406 195,186
09-08-2019 52.412 111.79 3,709.49 5,859 178,266 194,422
09-09-2019 52.073 112.52 3,822.02 5,859 184,125 199,024
09-10-2019 52.611 111.37 3,933.39 5,859 189,984 206,939
11-11-2019 54.373 107.76 4,041.15 5,859 195,844 219,729
09-12-2019 54.411 107.69 4,148.84 5,859 201,703 225,742
09-01-2020 55.615 105.36 4,254.19 5,859 207,562 236,597
10-02-2020 55.483 132.01 4,386.2 7,324 214,887 243,360
09-03-2020 50.007 146.46 4,532.67 7,324 222,211 226,665
09-04-2020 43.783 167.28 4,699.95 7,324 229,535 205,778
11-05-2020 44.589 164.26 4,864.21 7,324 236,859 216,890
09-06-2020 47.619 153.81 5,018.02 7,324 244,184 238,953
09-07-2020 50.779 144.24 5,162.26 7,324 251,508 262,134
10-08-2020 52.261 140.15 5,302.4 7,324 258,832 277,109
09-09-2020 52.251 140.17 5,442.58 7,324 266,156 284,380
09-10-2020 54.197 135.14 5,577.72 7,324 273,480 302,296
09-11-2020 56.524 129.58 5,707.3 7,324 280,805 322,599
09-12-2020 61.193 119.69 5,826.99 7,324 288,129 356,571
11-01-2021 64.61 113.36 5,940.35 7,324 295,453 383,806
09-02-2021 68.585 133.49 6,073.83 9,155 304,608 416,574
09-03-2021 68.665 133.33 6,207.17 9,155 313,764 426,215
09-04-2021 67.551 135.53 6,342.7 9,155 322,919 428,456
10-05-2021 69.068 132.55 6,475.25 9,155 332,074 447,233
09-06-2021 72.235 126.74 6,602 9,155 341,229 476,895
09-07-2021 73.581 124.42 6,726.42 9,155 350,385 494,937
09-08-2021 75.435 121.37 6,847.79 9,155 359,540 516,563
09-09-2021 77.802 117.67 6,965.46 9,155 368,695 541,927
11-10-2021 79.964 114.49 7,079.95 9,155 377,851 566,141
09-11-2021 81.309 112.6 7,192.55 9,155 387,006 584,819
09-12-2021 79.496 115.17 7,307.72 9,155 396,161 580,934
10-01-2022 81.017 113 7,420.72 9,155 405,316 601,205
09-02-2022 80.201 142.69 7,563.41 11,444 416,760 606,593
09-03-2022 76.061 150.46 7,713.87 11,444 428,205 586,725
11-04-2022 81.128 141.06 7,854.94 11,444 439,649 637,255
09-05-2022 76.16 150.26 8,005.2 11,444 451,093 609,676
09-06-2022 76.523 149.55 8,154.75 11,444 462,537 624,026
11-07-2022 76.725 149.16 8,303.91 11,444 473,981 637,117
10-08-2022 81.115 141.08 8,444.99 11,444 485,425 685,016
09-09-2022 83.77 136.61 8,581.61 11,444 496,869 718,881
10-10-2022 81.604 140.24 8,721.85 11,444 508,313 711,738
09-11-2022 85.084 134.5 8,856.35 11,444 519,757 753,534
09-12-2022 87.149 131.32 8,987.67 11,444 531,201 783,266
09-01-2023 85.99 133.09 9,120.75 11,444 542,646 784,293
09-02-2023 85.483 167.34 9,288.1 14,305 556,951 793,974
09-03-2023 85.313 167.68 9,455.77 14,305 571,256 806,701
10-04-2023 85.664 166.99 9,622.77 14,305 585,561 824,325
09-05-2023 88.073 162.42 9,785.19 14,305 599,866 861,811
09-06-2023 90.437 158.18 9,943.37 14,305 614,171 899,248
10-07-2023 92.906 153.97 10,097.34 14,305 628,476 938,104
09-08-2023 93.97 152.23 10,249.57 14,305 642,781 963,152
11-09-2023 96.218 148.67 10,398.25 14,305 657,086 1,000,498
09-10-2023 94.637 151.16 10,549.4 14,305 671,392 998,364
09-11-2023 93.798 152.51 10,701.91 14,305 685,697 1,003,818
11-12-2023 98.635 145.03 10,846.94 14,305 700,002 1,069,888
09-01-2024 100.847 141.85 10,988.79 14,305 714,307 1,108,187
09-02-2024 102.245 174.89 11,163.68 17,881 732,188 1,141,431
11-03-2024 104.202 171.6 11,335.28 17,881 750,070 1,181,159
09-04-2024 105.403 169.65 11,504.93 17,881 767,951 1,212,654
09-05-2024 104.358 171.35 11,676.28 17,881 785,832 1,218,513
10-06-2024 109.929 162.66 11,838.94 17,881 803,714 1,301,443
09-07-2024 114.295 156.45 11,995.39 17,881 821,595 1,371,013
09-08-2024 113.416 157.66 12,153.05 17,881 839,477 1,378,351
09-09-2024 115.885 154.3 12,307.36 17,881 857,358 1,426,238
09-10-2024 115.159 155.28 12,462.63 17,881 875,239 1,435,184
11-11-2024 114.021 156.83 12,619.46 17,881 893,121 1,438,883
09-12-2024 116.926 152.93 12,772.39 17,881 911,002 1,493,424
09-01-2025 112.749 158.59 12,930.98 17,881 928,884 1,457,955
10-02-2025 111.332 200.77 13,131.75 22,352 951,235 1,461,984
10-03-2025 107.386 208.14 13,339.89 22,352 973,587 1,432,518
09-04-2025 108.415 206.17 13,546.06 22,352 995,939 1,468,596
09-05-2025 113.775 196.46 13,742.52 22,352 1,018,291 1,563,555
09-06-2025 119.152 187.59 13,930.11 22,352 1,040,642 1,659,800
09-07-2025 120.669 185.23 14,115.34 22,352 1,062,994 1,703,284
11-08-2025 117.114 190.85 14,306.19 22,352 1,085,346 1,675,455
09-09-2025 117.445 190.32 14,496.51 22,352 1,107,698 1,702,543
09-10-2025 118.597 188.47 14,684.98 22,352 1,130,049 1,741,594
10-11-2025 119.908 186.41 14,871.38 22,352 1,152,401 1,783,198
09-12-2025 120.31 185.78 15,057.17 22,352 1,174,753 1,811,528
09-01-2026 119.098 187.68 15,244.84 22,352 1,197,105 1,815,630
HDFC Hybrid Equity Fund - Growth Plan with 50.0% yearly Enhancement with 50.00% yearly enhancement 4079882.81 5374088.85 1294206.04 4697740.49 694.57%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
09-02-2016 35.0313 85.64 85.64 3,000 3,000 3,000
09-03-2016 35.6247 84.21 169.85 3,000 6,000 6,051
09-04-2016 36.7213 81.7 251.55 3,000 9,000 9,237
09-05-2016 37.8008 79.36 330.91 3,000 12,000 12,509
09-06-2016 39.1486 76.63 407.54 3,000 15,000 15,955
09-07-2016 39.8953 75.2 482.74 3,000 18,000 19,259
09-08-2016 41.4239 72.42 555.16 3,000 21,000 22,997
09-09-2016 42.893 69.94 625.1 3,000 24,000 26,812
09-10-2016 43.3195 69.25 694.35 3,000 27,000 30,079
09-11-2016 42.3735 70.8 765.15 3,000 30,000 32,422
09-12-2016 42.1592 71.16 836.31 3,000 33,000 35,258
09-01-2017 42.0041 71.42 907.73 3,000 36,000 38,128
09-02-2017 43.8909 102.53 1,010.26 4,500 40,500 44,341
09-03-2017 44.1464 101.93 1,112.19 4,500 45,000 49,099
09-04-2017 45.8384 98.17 1,210.36 4,500 49,500 55,481
09-05-2017 46.8695 96.01 1,306.38 4,500 54,000 61,229
09-06-2017 48.3762 93.02 1,399.4 4,500 58,500 67,697
09-07-2017 48.8215 92.17 1,491.57 4,500 63,000 72,821
09-08-2017 49.5498 90.82 1,582.39 4,500 67,500 78,407
09-09-2017 49.6452 90.64 1,673.03 4,500 72,000 83,058
09-10-2017 49.4881 90.93 1,763.96 4,500 76,500 87,295
09-11-2017 51.5938 87.22 1,851.18 4,500 81,000 95,509
09-12-2017 51.7404 86.97 1,938.15 4,500 85,500 100,281
09-01-2018 53.4012 84.27 2,022.42 4,500 90,000 108,000
09-02-2018 51.9732 129.87 2,152.3 6,750 96,750 111,862
09-03-2018 50.9474 132.49 2,284.79 6,750 103,500 116,404
09-04-2018 52.0589 129.66 2,414.45 6,750 110,250 125,693
09-05-2018 52.2474 129.19 2,543.64 6,750 117,000 132,899
11-06-2018 51.242 131.73 2,675.37 6,750 123,750 137,091
09-07-2018 50.853 132.74 2,808.1 6,750 130,500 142,800
09-08-2018 52.86 127.7 2,935.8 6,750 137,250 155,186
10-09-2018 52.449 128.7 3,064.49 6,750 144,000 160,730
09-10-2018 48.149 140.19 3,204.68 6,750 150,750 154,302
09-11-2018 50.244 134.34 3,339.03 6,750 157,500 167,766
10-12-2018 49.824 135.48 3,474.51 6,750 164,250 173,114
09-01-2019 51.504 131.06 3,605.56 6,750 171,000 185,701
11-02-2019 50.626 200 3,805.56 10,125 181,125 192,660
11-03-2019 52.453 193.03 3,998.59 10,125 191,250 209,738
09-04-2019 54.313 186.42 4,185.01 10,125 201,375 227,300
09-05-2019 52.589 192.53 4,377.54 10,125 211,500 230,210
10-06-2019 54.807 184.74 4,562.28 10,125 221,625 250,045
09-07-2019 54.253 186.63 4,748.9 10,125 231,750 257,642
09-08-2019 52.412 193.18 4,942.09 10,125 241,875 259,025
09-09-2019 52.073 194.44 5,136.52 10,125 252,000 267,474
09-10-2019 52.611 192.45 5,328.97 10,125 262,125 280,363
11-11-2019 54.373 186.21 5,515.19 10,125 272,250 299,877
09-12-2019 54.411 186.08 5,701.27 10,125 282,375 310,212
09-01-2020 55.615 182.06 5,883.33 10,125 292,500 327,201
10-02-2020 55.483 273.73 6,157.06 15,188 307,688 341,612
09-03-2020 50.007 303.71 6,460.77 15,188 322,875 323,084
09-04-2020 43.783 346.88 6,807.65 15,188 338,062 298,059
11-05-2020 44.589 340.61 7,148.26 15,188 353,250 318,734
09-06-2020 47.619 318.94 7,467.2 15,188 368,438 355,580
09-07-2020 50.779 299.09 7,766.29 15,188 383,625 394,364
10-08-2020 52.261 290.61 8,056.9 15,188 398,812 421,061
09-09-2020 52.251 290.66 8,347.56 15,188 414,000 436,168
09-10-2020 54.197 280.23 8,627.79 15,188 429,188 467,600
09-11-2020 56.524 268.69 8,896.48 15,188 444,375 502,865
09-12-2020 61.193 248.19 9,144.67 15,188 459,562 559,590
11-01-2021 64.61 235.06 9,379.73 15,188 474,750 606,025
09-02-2021 68.585 332.16 9,711.89 22,781 497,531 666,090
09-03-2021 68.665 331.77 10,043.67 22,781 520,312 689,648
09-04-2021 67.551 337.25 10,380.91 22,781 543,094 701,241
10-05-2021 69.068 329.84 10,710.75 22,781 565,875 739,770
09-06-2021 72.235 315.38 11,026.13 22,781 588,656 796,472
09-07-2021 73.581 309.61 11,335.74 22,781 611,438 834,095
09-08-2021 75.435 302 11,637.73 22,781 634,219 877,892
09-09-2021 77.802 292.81 11,930.54 22,781 657,000 928,220
11-10-2021 79.964 284.89 12,215.44 22,781 679,781 976,795
09-11-2021 81.309 280.18 12,495.62 22,781 702,562 1,016,006
09-12-2021 79.496 286.57 12,782.19 22,781 725,344 1,016,133
10-01-2022 81.017 281.19 13,063.38 22,781 748,125 1,058,356
09-02-2022 80.201 426.08 13,489.46 34,172 782,297 1,081,868
09-03-2022 76.061 449.27 13,938.73 34,172 816,469 1,060,194
11-04-2022 81.128 421.21 14,359.94 34,172 850,641 1,164,993
09-05-2022 76.16 448.69 14,808.62 34,172 884,812 1,127,825
09-06-2022 76.523 446.56 15,255.18 34,172 918,984 1,167,372
11-07-2022 76.725 445.38 15,700.56 34,172 953,156 1,204,626
10-08-2022 81.115 421.28 16,121.84 34,172 987,328 1,307,723
09-09-2022 83.77 407.92 16,529.76 34,172 1,021,500 1,384,698
10-10-2022 81.604 418.75 16,948.52 34,172 1,055,672 1,383,067
09-11-2022 85.084 401.63 17,350.14 34,172 1,089,844 1,476,219
09-12-2022 87.149 392.11 17,742.25 34,172 1,124,016 1,546,219
09-01-2023 85.99 397.39 18,139.64 34,172 1,158,188 1,559,828
09-02-2023 85.483 599.63 18,739.27 51,258 1,209,445 1,601,889
09-03-2023 85.313 600.82 19,340.09 51,258 1,260,703 1,649,961
10-04-2023 85.664 598.36 19,938.45 51,258 1,311,961 1,708,007
09-05-2023 88.073 581.99 20,520.44 51,258 1,363,219 1,807,297
09-06-2023 90.437 566.78 21,087.22 51,258 1,414,477 1,907,065
10-07-2023 92.906 551.72 21,638.94 51,258 1,465,734 2,010,387
09-08-2023 93.97 545.47 22,184.41 51,258 1,516,992 2,084,669
11-09-2023 96.218 532.73 22,717.13 51,258 1,568,250 2,185,797
09-10-2023 94.637 541.63 23,258.76 51,258 1,619,508 2,201,139
09-11-2023 93.798 546.47 23,805.23 51,258 1,670,766 2,232,883
11-12-2023 98.635 519.67 24,324.9 51,258 1,722,023 2,399,287
09-01-2024 100.847 508.27 24,833.17 51,258 1,773,281 2,504,351
09-02-2024 102.245 751.99 25,585.16 76,887 1,850,168 2,615,955
11-03-2024 104.202 737.86 26,323.02 76,887 1,927,055 2,742,911
09-04-2024 105.403 729.45 27,052.48 76,887 2,003,941 2,851,412
09-05-2024 104.358 736.76 27,789.23 76,887 2,080,828 2,900,029
10-06-2024 109.929 699.42 28,488.66 76,887 2,157,715 3,131,730
09-07-2024 114.295 672.7 29,161.36 76,887 2,234,602 3,332,998
09-08-2024 113.416 677.92 29,839.28 76,887 2,311,488 3,384,252
09-09-2024 115.885 663.47 30,502.75 76,887 2,388,375 3,534,811
09-10-2024 115.159 667.66 31,170.41 76,887 2,465,262 3,589,553
11-11-2024 114.021 674.32 31,844.73 76,887 2,542,148 3,630,968
09-12-2024 116.926 657.57 32,502.3 76,887 2,619,035 3,800,364
09-01-2025 112.749 681.93 33,184.23 76,887 2,695,922 3,741,488
10-02-2025 111.332 1,035.91 34,220.14 115,330 2,811,252 3,809,796
10-03-2025 107.386 1,073.98 35,294.11 115,330 2,926,582 3,790,094
09-04-2025 108.415 1,063.78 36,357.9 115,330 3,041,912 3,941,741
09-05-2025 113.775 1,013.67 37,371.57 115,330 3,157,242 4,251,950
09-06-2025 119.152 967.92 38,339.49 115,330 3,272,572 4,568,227
09-07-2025 120.669 955.76 39,295.25 115,330 3,387,902 4,741,718
11-08-2025 117.114 984.77 40,280.01 115,330 3,503,232 4,717,353
09-09-2025 117.445 981.99 41,262 115,330 3,618,562 4,846,016
09-10-2025 118.597 972.45 42,234.46 115,330 3,733,893 5,008,880
10-11-2025 119.908 961.82 43,196.28 115,330 3,849,223 5,179,580
09-12-2025 120.31 958.61 44,154.89 115,330 3,964,553 5,312,274
09-01-2026 119.098 968.36 45,123.25 115,330 4,079,883 5,374,089
HDFC Hybrid Equity Fund - Growth Plan with 75.0% yearly Enhancement with 75.00% yearly enhancement 12882690.72 15647204.82 2764514.10 14970856.46 2213.48%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
09-02-2016 35.0313 85.64 85.64 3,000 3,000 3,000
09-03-2016 35.6247 84.21 169.85 3,000 6,000 6,051
09-04-2016 36.7213 81.7 251.55 3,000 9,000 9,237
09-05-2016 37.8008 79.36 330.91 3,000 12,000 12,509
09-06-2016 39.1486 76.63 407.54 3,000 15,000 15,955
09-07-2016 39.8953 75.2 482.74 3,000 18,000 19,259
09-08-2016 41.4239 72.42 555.16 3,000 21,000 22,997
09-09-2016 42.893 69.94 625.1 3,000 24,000 26,812
09-10-2016 43.3195 69.25 694.35 3,000 27,000 30,079
09-11-2016 42.3735 70.8 765.15 3,000 30,000 32,422
09-12-2016 42.1592 71.16 836.31 3,000 33,000 35,258
09-01-2017 42.0041 71.42 907.73 3,000 36,000 38,128
09-02-2017 43.8909 119.61 1,027.35 5,250 41,250 45,091
09-03-2017 44.1464 118.92 1,146.27 5,250 46,500 50,604
09-04-2017 45.8384 114.53 1,260.8 5,250 51,750 57,793
09-05-2017 46.8695 112.01 1,372.82 5,250 57,000 64,343
09-06-2017 48.3762 108.52 1,481.34 5,250 62,250 71,662
09-07-2017 48.8215 107.53 1,588.87 5,250 67,500 77,571
09-08-2017 49.5498 105.95 1,694.83 5,250 72,750 83,978
09-09-2017 49.6452 105.75 1,800.58 5,250 78,000 89,390
09-10-2017 49.4881 106.09 1,906.67 5,250 83,250 94,357
09-11-2017 51.5938 101.76 2,008.42 5,250 88,500 103,622
09-12-2017 51.7404 101.47 2,109.89 5,250 93,750 109,167
09-01-2018 53.4012 98.31 2,208.2 5,250 99,000 117,921
09-02-2018 51.9732 176.77 2,384.98 9,188 108,188 123,955
09-03-2018 50.9474 180.33 2,565.31 9,188 117,375 130,696
09-04-2018 52.0589 176.48 2,741.79 9,188 126,562 142,735
09-05-2018 52.2474 175.85 2,917.64 9,188 135,750 152,439
11-06-2018 51.242 179.3 3,096.93 9,188 144,938 158,693
09-07-2018 50.853 180.67 3,277.6 9,188 154,125 166,676
09-08-2018 52.86 173.81 3,451.41 9,188 163,312 182,442
10-09-2018 52.449 175.17 3,626.58 9,188 172,500 190,211
09-10-2018 48.149 190.81 3,817.39 9,188 181,688 183,804
09-11-2018 50.244 182.86 4,000.25 9,188 190,875 200,989
10-12-2018 49.824 184.4 4,184.65 9,188 200,062 208,496
09-01-2019 51.504 178.38 4,363.04 9,188 209,250 224,714
11-02-2019 50.626 317.59 4,680.62 16,078 225,328 236,961
11-03-2019 52.453 306.52 4,987.15 16,078 241,406 261,591
09-04-2019 54.313 296.03 5,283.17 16,078 257,484 286,945
09-05-2019 52.589 305.73 5,588.9 16,078 273,562 293,915
10-06-2019 54.807 293.36 5,882.26 16,078 289,641 322,389
09-07-2019 54.253 296.35 6,178.62 16,078 305,719 335,209
09-08-2019 52.412 306.76 6,485.38 16,078 321,797 339,912
09-09-2019 52.073 308.76 6,794.14 16,078 337,875 353,791
09-10-2019 52.611 305.6 7,099.75 16,078 353,953 373,525
11-11-2019 54.373 295.7 7,395.45 16,078 370,031 402,113
09-12-2019 54.411 295.49 7,690.94 16,078 386,109 418,472
09-01-2020 55.615 289.1 7,980.04 16,078 402,188 443,810
10-02-2020 55.483 507.12 8,487.16 28,137 430,324 470,893
09-03-2020 50.007 562.66 9,049.82 28,137 458,461 452,554
09-04-2020 43.783 642.64 9,692.46 28,137 486,598 424,365
11-05-2020 44.589 631.02 10,323.48 28,137 514,734 460,314
09-06-2020 47.619 590.87 10,914.35 28,137 542,871 519,731
09-07-2020 50.779 554.1 11,468.46 28,137 571,008 582,357
10-08-2020 52.261 538.39 12,006.84 28,137 599,145 627,490
09-09-2020 52.251 538.49 12,545.34 28,137 627,281 655,506
09-10-2020 54.197 519.16 13,064.49 28,137 655,418 708,056
09-11-2020 56.524 497.78 13,562.28 28,137 683,555 766,594
09-12-2020 61.193 459.8 14,022.08 28,137 711,691 858,053
11-01-2021 64.61 435.49 14,457.56 28,137 739,828 934,103
09-02-2021 68.585 717.93 15,175.49 49,239 789,067 1,040,811
09-03-2021 68.665 717.09 15,892.59 49,239 838,307 1,091,265
09-04-2021 67.551 728.92 16,621.51 49,239 887,546 1,122,799
10-05-2021 69.068 712.91 17,334.42 49,239 936,785 1,197,254
09-06-2021 72.235 681.65 18,016.07 49,239 986,024 1,301,391
09-07-2021 73.581 669.18 18,685.26 49,239 1,035,264 1,374,880
09-08-2021 75.435 652.74 19,337.99 49,239 1,084,503 1,458,762
09-09-2021 77.802 632.88 19,970.87 49,239 1,133,742 1,553,774
11-10-2021 79.964 615.77 20,586.64 49,239 1,182,981 1,646,190
09-11-2021 81.309 605.58 21,192.22 49,239 1,232,221 1,723,118
09-12-2021 79.496 619.39 21,811.62 49,239 1,281,460 1,733,936
10-01-2022 81.017 607.76 22,419.38 49,239 1,330,699 1,816,351
09-02-2022 80.201 1,074.41 23,493.79 86,169 1,416,868 1,884,225
09-03-2022 76.061 1,132.89 24,626.68 86,169 1,503,037 1,873,130
11-04-2022 81.128 1,062.13 25,688.81 86,169 1,589,205 2,084,082
09-05-2022 76.16 1,131.42 26,820.23 86,169 1,675,374 2,042,629
09-06-2022 76.523 1,126.05 27,946.28 86,169 1,761,543 2,138,533
11-07-2022 76.725 1,123.09 29,069.36 86,169 1,847,711 2,230,347
10-08-2022 81.115 1,062.3 30,131.67 86,169 1,933,880 2,444,130
09-09-2022 83.77 1,028.63 31,160.3 86,169 2,020,049 2,610,298
10-10-2022 81.604 1,055.94 32,216.24 86,169 2,106,218 2,628,974
09-11-2022 85.084 1,012.75 33,228.99 86,169 2,192,386 2,827,255
09-12-2022 87.149 988.75 34,217.74 86,169 2,278,555 2,982,042
09-01-2023 85.99 1,002.08 35,219.82 86,169 2,364,724 3,028,552
09-02-2023 85.483 1,764.04 36,983.85 150,795 2,515,519 3,161,491
09-03-2023 85.313 1,767.55 38,751.41 150,795 2,666,314 3,305,999
10-04-2023 85.664 1,760.31 40,511.72 150,795 2,817,109 3,470,396
09-05-2023 88.073 1,712.16 42,223.88 150,795 2,967,905 3,718,784
09-06-2023 90.437 1,667.41 43,891.28 150,795 3,118,700 3,969,396
10-07-2023 92.906 1,623.09 45,514.38 150,795 3,269,495 4,228,559
09-08-2023 93.97 1,604.72 47,119.1 150,795 3,420,290 4,427,781
11-09-2023 96.218 1,567.22 48,686.32 150,795 3,571,085 4,684,500
09-10-2023 94.637 1,593.41 50,279.73 150,795 3,721,881 4,758,323
09-11-2023 93.798 1,607.66 51,887.39 150,795 3,872,676 4,866,933
11-12-2023 98.635 1,528.82 53,416.21 150,795 4,023,471 5,268,708
09-01-2024 100.847 1,495.29 54,911.49 150,795 4,174,266 5,537,659
09-02-2024 102.245 2,580.97 57,492.47 263,892 4,438,158 5,878,317
11-03-2024 104.202 2,532.5 60,024.97 263,892 4,702,050 6,254,722
09-04-2024 105.403 2,503.64 62,528.61 263,892 4,965,941 6,590,703
09-05-2024 104.358 2,528.72 65,057.33 263,892 5,229,833 6,789,253
10-06-2024 109.929 2,400.56 67,457.89 263,892 5,493,725 7,415,579
09-07-2024 114.295 2,308.86 69,766.76 263,892 5,757,616 7,973,991
09-08-2024 113.416 2,326.76 72,093.52 263,892 6,021,508 8,176,558
09-09-2024 115.885 2,277.19 74,370.7 263,892 6,285,400 8,618,449
09-10-2024 115.159 2,291.54 76,662.24 263,892 6,549,291 8,828,347
11-11-2024 114.021 2,314.41 78,976.66 263,892 6,813,183 9,004,997
09-12-2024 116.926 2,256.91 81,233.57 263,892 7,077,074 9,498,316
09-01-2025 112.749 2,340.52 83,574.09 263,892 7,340,966 9,422,895
10-02-2025 111.332 4,148.05 87,722.14 461,810 7,802,777 9,766,281
10-03-2025 107.386 4,300.47 92,022.61 461,810 8,264,587 9,881,940
09-04-2025 108.415 4,259.65 96,282.26 461,810 8,726,397 10,438,441
09-05-2025 113.775 4,058.98 100,341.24 461,810 9,188,208 11,416,325
09-06-2025 119.152 3,875.81 104,217.05 461,810 9,650,018 12,417,670
09-07-2025 120.669 3,827.08 108,044.13 461,810 10,111,828 13,037,578
11-08-2025 117.114 3,943.26 111,987.39 461,810 10,573,639 13,115,291
09-09-2025 117.445 3,932.14 115,919.53 461,810 11,035,449 13,614,169
09-10-2025 118.597 3,893.95 119,813.48 461,810 11,497,260 14,209,519
10-11-2025 119.908 3,851.37 123,664.85 461,810 11,959,070 14,828,405
09-12-2025 120.31 3,838.5 127,503.35 461,810 12,420,880 15,339,929
09-01-2026 119.098 3,877.57 131,380.92 461,810 12,882,691 15,647,205
HDFC Hybrid Equity Fund - Growth Plan with 100.0% yearly Enhancement with 100.00% yearly enhancement 36828000.00 42669388.36 5841388.36 41993040.00 6208.79%
NAV Date NAV Units Cumulative Units Invested Amount Cumulative Invested Amount Market Value
09-02-2016 35.0313 85.64 85.64 3,000 3,000 3,000
09-03-2016 35.6247 84.21 169.85 3,000 6,000 6,051
09-04-2016 36.7213 81.7 251.55 3,000 9,000 9,237
09-05-2016 37.8008 79.36 330.91 3,000 12,000 12,509
09-06-2016 39.1486 76.63 407.54 3,000 15,000 15,955
09-07-2016 39.8953 75.2 482.74 3,000 18,000 19,259
09-08-2016 41.4239 72.42 555.16 3,000 21,000 22,997
09-09-2016 42.893 69.94 625.1 3,000 24,000 26,812
09-10-2016 43.3195 69.25 694.35 3,000 27,000 30,079
09-11-2016 42.3735 70.8 765.15 3,000 30,000 32,422
09-12-2016 42.1592 71.16 836.31 3,000 33,000 35,258
09-01-2017 42.0041 71.42 907.73 3,000 36,000 38,128
09-02-2017 43.8909 136.7 1,044.44 6,000 42,000 45,841
09-03-2017 44.1464 135.91 1,180.35 6,000 48,000 52,108
09-04-2017 45.8384 130.89 1,311.24 6,000 54,000 60,105
09-05-2017 46.8695 128.02 1,439.26 6,000 60,000 67,457
09-06-2017 48.3762 124.03 1,563.28 6,000 66,000 75,626
09-07-2017 48.8215 122.9 1,686.18 6,000 72,000 82,322
09-08-2017 49.5498 121.09 1,807.27 6,000 78,000 89,550
09-09-2017 49.6452 120.86 1,928.13 6,000 84,000 95,722
09-10-2017 49.4881 121.24 2,049.37 6,000 90,000 101,419
09-11-2017 51.5938 116.29 2,165.66 6,000 96,000 111,735
09-12-2017 51.7404 115.96 2,281.63 6,000 102,000 118,052
09-01-2018 53.4012 112.36 2,393.98 6,000 108,000 127,842
09-02-2018 51.9732 230.89 2,624.87 12,000 120,000 136,423
09-03-2018 50.9474 235.54 2,860.41 12,000 132,000 145,730
09-04-2018 52.0589 230.51 3,090.92 12,000 144,000 160,910
09-05-2018 52.2474 229.68 3,320.59 12,000 156,000 173,492
11-06-2018 51.242 234.18 3,554.78 12,000 168,000 182,154
09-07-2018 50.853 235.97 3,790.75 12,000 180,000 192,771
09-08-2018 52.86 227.01 4,017.77 12,000 192,000 212,379
10-09-2018 52.449 228.79 4,246.56 12,000 204,000 222,728
09-10-2018 48.149 249.23 4,495.79 12,000 216,000 216,468
09-11-2018 50.244 238.83 4,734.62 12,000 228,000 237,886
10-12-2018 49.824 240.85 4,975.47 12,000 240,000 247,898
09-01-2019 51.504 232.99 5,208.46 12,000 252,000 268,256
11-02-2019 50.626 474.06 5,682.52 24,000 276,000 287,683
11-03-2019 52.453 457.55 6,140.08 24,000 300,000 322,065
09-04-2019 54.313 441.88 6,581.96 24,000 324,000 357,486
09-05-2019 52.589 456.37 7,038.33 24,000 348,000 370,139
10-06-2019 54.807 437.9 7,476.23 24,000 372,000 409,750
09-07-2019 54.253 442.37 7,918.6 24,000 396,000 429,608
09-08-2019 52.412 457.91 8,376.51 24,000 420,000 439,030
09-09-2019 52.073 460.89 8,837.4 24,000 444,000 460,190
09-10-2019 52.611 456.18 9,293.58 24,000 468,000 488,945
11-11-2019 54.373 441.4 9,734.98 24,000 492,000 529,320
09-12-2019 54.411 441.09 10,176.06 24,000 516,000 553,690
09-01-2020 55.615 431.54 10,607.6 24,000 540,000 589,942
10-02-2020 55.483 865.13 11,472.73 48,000 588,000 636,542
09-03-2020 50.007 959.87 12,432.6 48,000 636,000 621,717
09-04-2020 43.783 1,096.32 13,528.91 48,000 684,000 592,336
11-05-2020 44.589 1,076.5 14,605.41 48,000 732,000 651,241
09-06-2020 47.619 1,008 15,613.41 48,000 780,000 743,495
09-07-2020 50.779 945.27 16,558.69 48,000 828,000 840,834
10-08-2020 52.261 918.47 17,477.15 48,000 876,000 913,373
09-09-2020 52.251 918.64 18,395.8 48,000 924,000 961,199
09-10-2020 54.197 885.66 19,281.45 48,000 972,000 1,044,997
09-11-2020 56.524 849.2 20,130.65 48,000 1,020,000 1,137,865
09-12-2020 61.193 784.4 20,915.05 48,000 1,068,000 1,279,855
11-01-2021 64.61 742.92 21,657.97 48,000 1,116,000 1,399,322
09-02-2021 68.585 1,399.72 23,057.7 96,000 1,212,000 1,581,412
09-03-2021 68.665 1,398.09 24,455.79 96,000 1,308,000 1,679,257
09-04-2021 67.551 1,421.15 25,876.94 96,000 1,404,000 1,748,013
10-05-2021 69.068 1,389.93 27,266.87 96,000 1,500,000 1,883,268
09-06-2021 72.235 1,329 28,595.87 96,000 1,596,000 2,065,622
09-07-2021 73.581 1,304.68 29,900.55 96,000 1,692,000 2,200,112
09-08-2021 75.435 1,272.62 31,173.17 96,000 1,788,000 2,351,548
09-09-2021 77.802 1,233.9 32,407.07 96,000 1,884,000 2,521,335
11-10-2021 79.964 1,200.54 33,607.61 96,000 1,980,000 2,687,399
09-11-2021 81.309 1,180.68 34,788.29 96,000 2,076,000 2,828,601
09-12-2021 79.496 1,207.61 35,995.9 96,000 2,172,000 2,861,530
10-01-2022 81.017 1,184.94 37,180.84 96,000 2,268,000 3,012,280
09-02-2022 80.201 2,393.99 39,574.82 192,000 2,460,000 3,173,940
09-03-2022 76.061 2,524.29 42,099.11 192,000 2,652,000 3,202,101
11-04-2022 81.128 2,366.63 44,465.74 192,000 2,844,000 3,607,417
09-05-2022 76.16 2,521.01 46,986.75 192,000 3,036,000 3,578,511
09-06-2022 76.523 2,509.05 49,495.8 192,000 3,228,000 3,787,567
11-07-2022 76.725 2,502.44 51,998.24 192,000 3,420,000 3,989,565
10-08-2022 81.115 2,367.01 54,365.25 192,000 3,612,000 4,409,838
09-09-2022 83.77 2,291.99 56,657.24 192,000 3,804,000 4,746,177
10-10-2022 81.604 2,352.83 59,010.07 192,000 3,996,000 4,815,458
09-11-2022 85.084 2,256.59 61,266.66 192,000 4,188,000 5,212,813
09-12-2022 87.149 2,203.12 63,469.79 192,000 4,380,000 5,531,328
09-01-2023 85.99 2,232.82 65,702.6 192,000 4,572,000 5,649,767
09-02-2023 85.483 4,492.12 70,194.73 384,000 4,956,000 6,000,456
09-03-2023 85.313 4,501.07 74,695.8 384,000 5,340,000 6,372,523
10-04-2023 85.664 4,482.63 79,178.43 384,000 5,724,000 6,782,741
09-05-2023 88.073 4,360.02 83,538.45 384,000 6,108,000 7,357,482
09-06-2023 90.437 4,246.05 87,784.5 384,000 6,492,000 7,938,967
10-07-2023 92.906 4,133.21 91,917.71 384,000 6,876,000 8,539,707
09-08-2023 93.97 4,086.41 96,004.12 384,000 7,260,000 9,021,507
11-09-2023 96.218 3,990.94 99,995.06 384,000 7,644,000 9,621,324
09-10-2023 94.637 4,057.61 104,052.66 384,000 8,028,000 9,847,232
09-11-2023 93.798 4,093.9 108,146.57 384,000 8,412,000 10,143,932
11-12-2023 98.635 3,893.14 112,039.71 384,000 8,796,000 11,051,037
09-01-2024 100.847 3,807.75 115,847.46 384,000 9,180,000 11,682,869
09-02-2024 102.245 7,511.37 123,358.83 768,000 9,948,000 12,612,823
11-03-2024 104.202 7,370.3 130,729.13 768,000 10,716,000 13,622,237
09-04-2024 105.403 7,286.32 138,015.45 768,000 11,484,000 14,547,242
09-05-2024 104.358 7,359.28 145,374.73 768,000 12,252,000 15,171,016
10-06-2024 109.929 6,986.33 152,361.06 768,000 13,020,000 16,748,899
09-07-2024 114.295 6,719.45 159,080.51 768,000 13,788,000 18,182,107
09-08-2024 113.416 6,771.53 165,852.04 768,000 14,556,000 18,810,275
09-09-2024 115.885 6,627.26 172,479.3 768,000 15,324,000 19,987,764
09-10-2024 115.159 6,669.04 179,148.34 768,000 16,092,000 20,630,544
11-11-2024 114.021 6,735.6 185,883.94 768,000 16,860,000 21,194,673
09-12-2024 116.926 6,568.26 192,452.2 768,000 17,628,000 22,502,666
09-01-2025 112.749 6,811.59 199,263.79 768,000 18,396,000 22,466,793
10-02-2025 111.332 13,796.57 213,060.36 1,536,000 19,932,000 23,720,436
10-03-2025 107.386 14,303.54 227,363.9 1,536,000 21,468,000 24,415,700
09-04-2025 108.415 14,167.78 241,531.69 1,536,000 23,004,000 26,185,658
09-05-2025 113.775 13,500.33 255,032.02 1,536,000 24,540,000 29,016,268
09-06-2025 119.152 12,891.1 267,923.11 1,536,000 26,076,000 31,923,575
09-07-2025 120.669 12,729.04 280,652.15 1,536,000 27,612,000 33,866,014
11-08-2025 117.114 13,115.43 293,767.57 1,536,000 29,148,000 34,404,296
09-09-2025 117.445 13,078.46 306,846.04 1,536,000 30,684,000 36,037,533
09-10-2025 118.597 12,951.42 319,797.46 1,536,000 32,220,000 37,927,019
10-11-2025 119.908 12,809.82 332,607.28 1,536,000 33,756,000 39,882,274
09-12-2025 120.31 12,767.02 345,374.3 1,536,000 35,292,000 41,551,982
09-01-2026 119.098 12,896.94 358,271.24 1,536,000 36,828,000 42,669,388

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.