Aditya Birla Sun Life Equity Hybrid 95 Fund vs HDFC Hybrid Equity Fund compare

Aditya Birla Sun Life Equity Hybrid 95 Fund vs HDFC Hybrid Equity Fund compare

Link copied to clipboard!

HDFC Hybrid Equity Fund - Growth Plan

Invest Now

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23996 Cr	₹7372 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	06 Apr 2005	10 Feb 1995
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	15.22%	85%
Expense Ratio	1.68	1.86
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179K01AS4	INF209K01BT5
Exits Load	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	0.92%	1.83%
6 Month	10.44%	12.47%
1 Year	0.94%	0.36%
3 Year	11.85%	12.52%
5 Year	17.2%	16.04%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	1.63%	3.38%
1 Year	7.63%	10.2%
3 Year	11.06%	13.49%
5 Year	12.46%	12.46%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	10.19%	15.74%
3 Year	11.86%	16.02%
5 Year	11.69%	16.5%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	8.70%	9.21%
Sharp	0.60%	0.67%
Beta	0.96%	0.09%
Alpha	0.49%	5.89%

Fund Managers

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name	Dhruv Muchhal	Dhaval Joshi
Total AUM	₹520687 Cr	₹361932 Cr
Funds Managed	40	55
	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Market Cap

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	32.85	28.57
Large Cap	48.84	54.64
Small Cap	16.61	8.29
Mid Cap	1.71	8.5

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	31.79	21.39
Energy	5.88	3.86
Technology	7.82	7.16
Consumer Defensive	6.22	4.77
Industrials	9.82	8.86
Financial Services	24.44	24.83
Healthcare	3.99	6.12
Real Estate	0.84	1.53
Utilities	0.22	1.53
Consumer Cyclical	4.34	11.16
Basic Materials	0.67	5.81
Communication Services	3.98	2.97

Top Comparisons

HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

VS

SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns15.45%

Compare Now

ICICI Prudential Silver ETF Fund of Fund - Growth

3Y Returns29.04%

VS

Nippon India Silver ETF FOF-Regular Plan- Growth Option

3Y Returns29.02%

Compare Now

SBI Balanced Advantage Fund Regular Growth

3Y Returns13.06%

VS

HSBC Balanced Advantage Fund - Regular Growth

3Y Returns11.51%

Compare Now

HDFC Infrastructure Fund - Growth Plan

3Y Returns26.21%

VS

Quant Infrastructure Fund - Growth Option

3Y Returns15.56%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully