Axis Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹23354 Cr | ₹1530 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Apr 2005 | 09 Aug 2018 |
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% | 0.0% |
Expense Ratio | 1.68 | 2.16 |
Manager | Dhruv Muchhal | R Sivakumar |
ISIN Code | INF179K01AS4 | INF846K01E90 |
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 | Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.83% | -0.37% |
6 Month | -2.76% | -2.66% |
1 Year | 7.59% | 11.35% |
3 Year | 11.04% | 7.38% |
5 Year | 14.55% | 10.43% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 2.25% | 5.05% |
3 Year | 12.48% | 11.75% |
5 Year | 14.96% | 11.79% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.65% | 13.82% |
3 Year | 11.72% | 11.42% |
5 Year | 11.49% | 12.03% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.51% | 10.51% |
Sharp | 0.99% | 0.47% |
Beta | 0.92% | 1.15% |
Alpha | 2.76% | -2.21% |
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Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive 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 Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.05 | 23.52 |
Large Cap | 48.51 | 54.27 |
Mid Cap | 3.76 | 8.69 |
Small Cap | 16.68 | 13.57 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.05 | 23.52 |
Petroleum Products | 5.85 | 3.48 |
IT - Software | 5.43 | 7.07 |
Personal Products | 1.8 | 0.42 |
Construction | 7.91 | 3.55 |
Banks | 22.73 | 14.89 |
Pharmaceuticals & Biotechnology | 2.98 | 6.46 |
Realty | 0.79 | 2.31 |
Power | 1.55 | 2.16 |
Automobiles | 0.45 | 3.8 |
Healthcare Services | 1.85 | 1.43 |
Finance | 0.55 | 7.17 |
Consumer Durables | 0.09 | - |
Diversified FMCG | 3.8 | 0.34 |
Media | 0.09 | - |
Fertilizers & Agrochemicals | 0.36 | 3.54 |
Auto Components | 1.14 | 2.45 |
Transport Services | 0.29 | - |
Telecom - Services | 4.02 | 3.05 |
Industrial Manufacturing | 0.68 | 0.98 |
Industrial Products | 2.02 | 0.04 |
Textiles & Apparels | 0.7 | - |
Beverages | 1.45 | 0.19 |
Commercial Services & Supplies | 1.31 | 0.09 |
Leisure Services | 1.11 | - |
Cement & Cement Products | - | 0.13 |
Non - Ferrous Metals | - | 0.39 |
Electrical Equipment | - | 1.79 |
Chemicals & Petrochemicals | - | 1.15 |
Aerospace & Defense | - | 0.47 |
Insurance | - | 1.7 |
Retailing | - | 4.49 |
Oil | - | 0.66 |
Food Products | - | 0.16 |
Household Products | - | 1.16 |
Consumable Fuels | - | 1.01 |
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