Axis Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon Axis Equity Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Equity Hybrid Fund - Regular Plan - Growth Option
Fund HDFC Hybrid Equity Fund - Growth Plan Axis Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22235 Cr ₹1652 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Apr 2005 05 Aug 2018
Category Aggressive Aggressive
Fund Type Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 15.22% 0.0%
Expense Ratio 1.7 2.14
Manager Dhruv Muchhal R Sivakumar
ISIN Code INF179K01AS4 INF846K01E90
Exits Load For more than 15% of investments 1% will be charged if redeemed within 1 year/365 For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Month 3.73% 4.14%
6 Month 12.11% 13.6%
1 Year 22.69% 21.88%
3 Year 15.39% 10.98%
5 Year 16.1% 13.68%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Equity Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.45% 10.09%
3 Year 27.07% 18.75%
5 Year 55.69% 37.5%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 18.02% 13.88%
3 Year 44.42% 30.41%
5 Year 59.82% 42.52%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.51% 10.51%
Sharp 0.92% 0.41%
Beta 0.91% 1.12%
Alpha 3.45% -1.32%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Equity Hybrid Fund - Regular Plan - Growth Option
Name Dhruv Muchhal R Sivakumar
Total AUM ₹520687 Cr ₹9709 Cr
Fund Manage 40 10
HDFC Hybrid Equity Fund - Growth Plan Axis Equity Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Axis Equity Hybrid Fund - Regular Plan - Growth Option

Large Cap 48.08 51.78
Mid Cap 5.76 11.07
Others 32.24 26.04
Small Cap 13.92 11.11

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Axis Equity Hybrid Fund - Regular Plan - Growth Option

Financial 41.06 28.94
Construction 9.27 5.13
Energy 9.33 5.84
Communication 4 5.57
Consumer Staples 6.75 3.09
Technology 5.06 6.62
Capital Goods 5.22 0.95
Others 7.36 1.05
Services 3.23 6.64
Unclassified 1.38 -
Healthcare 3.85 6.18
Textiles 0.7 0.39
Sovereign 1.47 9.3
Automobile 0.56 9.95
Chemicals 0.33 4.79
Metals & Mining 0.43 0.4
Materials - 3.06
Consumer Discretionary - 1.06
Insurance - 1.04

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