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 | Very High |
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 | 4.76% | 4.6% |
6 Month | 1.69% | 0.24% |
1 Year | 8.59% | 9.99% |
3 Year | 16.25% | 13.28% |
5 Year | 20.33% | 15.83% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.93% | 6.07% |
1 Year | 10.34% | 7.76% |
3 Year | 13.83% | 13.08% |
5 Year | 14.7% | 11.65% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.36% | 13.2% |
3 Year | 11.75% | 11.27% |
5 Year | 11.6% | 12.12% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.334% | 11.361% |
Sharp | 0.486% | 0.081% |
Beta | 0.949% | 1.138% |
Alpha | 0.562% | -3.842% |
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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 |
Funds Managed | 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 | 33.28 | 26.15 |
Large Cap | 48.42 | 53.07 |
Small Cap | 15.63 | 12.25 |
Mid Cap | 2.67 | 8.54 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.45 | 23.83 |
Energy | 5.71 | 4.83 |
Technology | 8.82 | 8.94 |
Consumer Defensive | 6.79 | 1.81 |
Industrials | 9.19 | 6.59 |
Financial Services | 22.61 | 24.99 |
Healthcare | 4.18 | 8.38 |
Real Estate | 0.83 | 1.89 |
Consumer Cyclical | 3.29 | 8.5 |
Basic Materials | 0.58 | 4.63 |
Communication Services | 4.26 | 4.09 |
Utilities | 1.29 | 1.52 |
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