{"id":230715,"date":"2026-09-04T10:21:44","date_gmt":"2026-09-04T04:51:44","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/"},"modified":"2026-09-04T10:21:44","modified_gmt":"2026-09-04T04:51:44","slug":"hdfc-aggressive-hybrid-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/","title":{"rendered":"HDFC Aggressive Hybrid Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-aggressive-hybrid-fund-g-direct-plan\">HDFC Aggressive Hybrid Fund Direct Growth Plan<\/a> has a NAV of \u20b9124.689 as of 03 Sep 2026 and a scheme AUM of \u20b922,520 Cr. Its 1-year, 3-year and 5-year returns are -1.82%, 7.33% and 8.74%, and the fund sits in the High Risk category.<\/p>\n<p>Our view is that this is a fund for investors who can accept higher short-term volatility in exchange for a hybrid portfolio that still participates meaningfully in equities. The longer-term return profile is steadier than the latest 1-year result, but recent numbers also show that it can lag a strong equity market phase.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_HDFC_Aggressive_Hybrid\" title=\"Should you BUY or HOLD HDFC Aggressive Hybrid?\">Should you BUY or HOLD HDFC Aggressive Hybrid?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_HDFC_Aggressive_Hybrid_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of HDFC Aggressive Hybrid Fund Direct Growth Plan?\">What is the current NAV of HDFC Aggressive Hybrid Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#How_have_the_1-year_3-year_and_5-year_returns_looked\" title=\"How have the 1-year, 3-year and 5-year returns looked?\">How have the 1-year, 3-year and 5-year returns looked?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_the_benchmark\" title=\"How does the fund compare with the benchmark?\">How does the fund compare with the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here\" title=\"How does it compare with the peer funds listed here?\">How does it compare with the peer funds listed here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/hdfc-aggressive-hybrid-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9124.689 as of 03 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b922,520 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>1.01%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Hybrid<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>Nil upto 15% of Units, For excess Units 1% on or before 1Y and Nil after 1Y<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Anupam Joshi, Srinivasan Ramamurthy<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Anupam Joshi and Srinivasan Ramamurthy.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 03 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-1.33%<\/td>\n<td>-3.01%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>4.23%<\/td>\n<td>1.95%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-1.82%<\/td>\n<td>-4.4%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>7.33%<\/td>\n<td>5.74%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>8.74%<\/td>\n<td>6.27%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent profile is mixed. Over 1 month, the fund fell less than the benchmark, which points to some resilience in a weak patch. Over 3 months, it did better than the benchmark, so the latest stretch was better than the index even though both moved through a choppy phase.<\/p>\n<p>The 1-year return is still negative, but it is not as weak as the benchmark. That matters because it tells us the fund did cushion losses relative to Nifty 50, even if the absolute outcome was not positive. For investors, this is a reminder that the fund behaves like a hybrid vehicle first and an equity substitute only in part.<\/p>\n<p>Looking further out, the 3-year and 5-year returns are positive and both ahead of the benchmark. That longer arc is more stable than the one-year result, which suggests the fund has been able to compound through a longer holding period even when shorter windows were uneven.<\/p>\n<p>The time pattern also hints at a fund that can absorb shocks and then rebuild, rather than one that moves in a straight line. For investors, that usually means the fund may fit better as a patient allocation than as a tactical parking place for near-term goals.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 03 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_HDFC_Aggressive_Hybrid\"><\/span>Should you BUY or HOLD HDFC Aggressive Hybrid?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding HDFC Aggressive Hybrid? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-aggressive-hybrid-fund-g-direct-plan\">HDFC Aggressive Hybrid Fund Direct Growth Plan<\/a><\/td>\n<td>-1.82%<\/td>\n<td>7.33%<\/td>\n<td>8.74%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-multi-asset-active-fof-g-direct-plan\">HSBC Multi Asset Active FOF Direct Growth Plan<\/a><\/td>\n<td>16.39%<\/td>\n<td>15.84%<\/td>\n<td>12.47%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-aggressive-hybrid-fund-g-direct-plan\">Bank of India Aggressive Hybrid Fund Direct Growth Plan<\/a><\/td>\n<td>15.68%<\/td>\n<td>18.01%<\/td>\n<td>15.26%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-aggressive-hybrid-fund-g-direct-plan\">Quant Aggressive Hybrid Fund Direct Growth Plan<\/a><\/td>\n<td>12.37%<\/td>\n<td>13.89%<\/td>\n<td>13.28%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/navi-aggressive-hybrid-fund-g-direct-plan\">Navi Aggressive Hybrid Fund Direct Growth Plan<\/a><\/td>\n<td>11.3%<\/td>\n<td>12.83%<\/td>\n<td>11.82%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-aggressive-hybrid-active-fof-g-direct-plan\">HSBC Aggressive Hybrid Active FOF Direct Growth Plan<\/a><\/td>\n<td>9.73%<\/td>\n<td>13.11%<\/td>\n<td>11.16%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On the latest 1-year figure, the fund trails the peer set materially because the others shown are all in positive territory. That makes the short-term picture less compelling than several alternatives in the same broad space.<\/p>\n<p>The longer view is more balanced. The fund\u2019s 3-year and 5-year returns are positive, but several peers have delivered higher numbers on both horizons, so the fund\u2019s longer-run compounding looks respectable rather than especially strong. The short-term and long-term stories therefore do not fully match: recent weakness sits beside a steadier multi-year profile.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 03 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>7.14%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd.\u00a3<\/td>\n<td>Bank<\/td>\n<td>6.27%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>4.3%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Mahindra Bank Limited<\/td>\n<td>Bank<\/td>\n<td>3.03%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>2.87%<\/td>\n<\/tr>\n<tr>\n<td>7.34% GOI Mat 220464<\/td>\n<td>Government Securities<\/td>\n<td>2.54%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Limited<\/td>\n<td>IT<\/td>\n<td>2.16%<\/td>\n<\/tr>\n<tr>\n<td>Larsen and Toubro Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>2.11%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd.<\/td>\n<td>Telecom<\/td>\n<td>2.1%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 35.52% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-aggressive-hybrid-fund-g-direct-plan\">HDFC Aggressive Hybrid Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, ICICI Bank Ltd., is 7.14%, which is meaningful but not overpowering in a 56-holding portfolio. The gap from the first holding to the tenth is not extreme, but it still shows a clear drop from the bank-heavy core into smaller positions.<\/p>\n<p>That pattern suggests the fund\u2019s visible equity book is anchored in a few large financial positions, with additional exposure spread across banking, telecom, IT, infrastructure and government securities. Because the top 10 holdings cover about 35.52% of the disclosed portfolio, the remaining positions are likely to matter more for breadth than for headline influence.<\/p>\n<p>With 56 holdings disclosed, the portfolio is not limited to a narrow list of names, yet the largest positions still carry enough weight to influence outcomes. In our view, this is a structure that may give the fund a mix of concentration and diversification rather than a fully diffuse spread.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 03 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can tolerate High Risk and are comfortable with equity-linked swings inside a hybrid structure. The 1-year result shows that short holding periods can be uneven, while the 3-year and 5-year figures indicate that patience has mattered more than timing.<\/p>\n<p>It is better suited to a medium-to-long horizon than to money needed soon. The main trade-off is that the fund may lag a strong equity rally in some periods, but that same structure can help the portfolio stay more controlled than a pure equity fund when markets are less forgiving.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: Nil upto 15% of Units, For excess Units 1% on or before 1Y and Nil after 1Y.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 03 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_HDFC_Aggressive_Hybrid_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of HDFC Aggressive Hybrid Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The NAV is \u20b9124.689 as of 03 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_have_the_1-year_3-year_and_5-year_returns_looked\"><\/span>How have the 1-year, 3-year and 5-year returns looked?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year return is -1.82%, the 3-year return is 7.33% and the 5-year return is 8.74%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_the_benchmark\"><\/span>How does the fund compare with the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It is ahead of Nifty 50 over 3 years and 5 years, and it has fallen less than the benchmark over 1 year.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here\"><\/span>How does it compare with the peer funds listed here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year return is weaker than the peer funds shown, while its 3-year and 5-year numbers are positive but lower than several peers in the table.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Anupam Joshi and Srinivasan Ramamurthy. Exit load is nil on units sold after the holding period, and for excess units redeemed on or before 1 year, it is 1%.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>HDFC Aggressive Hybrid Fund Direct Growth Plan has a weaker latest 1-year result than its multi-year record, but the 3-year and 5-year figures remain positive and ahead of the benchmark. Against the peer set shown here, its recent return is clearly softer, while the longer-run picture is more measured than standout. The portfolio is led by large bank positions, which can shape outcomes, yet the broader holding list gives it some spread. In our view, the fund fits investors who can stay invested through uneven periods and who want a hybrid allocation with equity participation rather than a smooth ride.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 4 September 2026 at 10:20 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"HDFC Aggressive Hybrid Fund Direct Growth Plan\",\"identifier\":\"hdfc-aggressive-hybrid-fund-g-direct-plan\",\"category\":\"Hybrid\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":124.689,\"valueReference\":\"as of 03 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"22520 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"1.01\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-1.82},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":7.33},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":8.74},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Anupam Joshi, Srinivasan Ramamurthy\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of HDFC Aggressive Hybrid Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The NAV is \u20b9124.689 as of 03 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"How have the 1-year, 3-year and 5-year returns looked?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return is -1.82%, the 3-year return is 7.33% and the 5-year return is 8.74%.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is ahead of Nifty 50 over 3 years and 5 years, and it has fallen less than the benchmark over 1 year.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return is weaker than the peer funds shown, while its 3-year and 5-year numbers are positive but lower than several peers in the table.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Anupam Joshi and Srinivasan Ramamurthy. Exit load is nil on units sold after the holding period, and for excess units redeemed on or before 1 year, it is 1%.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>HDFC Aggressive Hybrid Fund Direct Growth Plan had a NAV of \u20b9124.689 as of 03 Sep 2026, AUM of \u20b922,520 Cr and 1Y\/3Y\/5Y returns of -1.82%\/7.33%\/8.74%.<\/p>\n","protected":false},"author":29,"featured_media":230712,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-230715","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["230712"],"rank_math_title":["HDFC Aggressive Hybrid Fund Review 2026 | NAV &amp; Returns"],"rank_math_description":["HDFC Aggressive Hybrid Fund Direct Growth Plan NAV is \u20b9124.689; 1Y return is -1.82% and 5Y return is 8.74%."],"rank_math_focus_keyword":["HDFC Aggressive Hybrid Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/HDFC_Aggressive_Hybrid_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/230715","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=230715"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/230715\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/230712"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=230715"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=230715"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=230715"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}