Aditya Birla Sun Life Equity Hybrid 95 Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
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) | ₹24081 Cr | ₹7368 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 | 2.39% | 2.53% |
| 6 Month | 4.97% | 6.99% |
| 1 Year | 5.55% | 5.69% |
| 3 Year | 12.6% | 13.58% |
| 5 Year | 17.65% | 16.09% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.46% | 0.25% |
| 1 Year | 5.28% | 7.12% |
| 3 Year | 9.39% | 11.39% |
| 5 Year | 11.34% | 11.23% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.1% | 15.6% |
| 3 Year | 11.92% | 15.9% |
| 5 Year | 11.75% | 16.47% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 8.50% | 9.21% |
| Sharp | 0.73% | 0.77% |
| Beta | 0.96% | 0.12% |
| Alpha | 0.32% | 6.58% |
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 | 33.5 | 28.24 |
| Large Cap | 48.48 | 55.11 |
| Small Cap | 16.35 | 7.59 |
| Mid Cap | 1.68 | 9.06 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 32.34 | 21.2 |
| Energy | 5.75 | 3.85 |
| Technology | 7.84 | 7.08 |
| Consumer Defensive | 5.74 | 5.2 |
| Industrials | 9.87 | 8.48 |
| Financial Services | 24.14 | 25.03 |
| Healthcare | 3.75 | 5.71 |
| Real Estate | 0.93 | 1.59 |
| Utilities | 0.23 | 1.04 |
| Consumer Cyclical | 5.44 | 11.91 |
| Basic Materials | 0.53 | 5.94 |
| Communication Services | 3.43 | 2.96 |
Top Comparisons
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.51%
Bandhan Money Market Fund - Regular Plan - Growth
3Y Returns7.08%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.98%
Quant Liquid Fund-Growth
3Y Returns6.7%
Templeton India Value Fund - Growth Plan
3Y Returns17.53%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns18.1%
Franklin India Large Cap Fund-Growth
3Y Returns15.42%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.05%