DSP Equity & Bond Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24854 Cr | ₹11418 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Apr 2005 | 27 May 1999 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 15.22% | 48% |
Expense Ratio | 1.68 | 1.72 |
Manager | Dhruv Muchhal | Kedar Karnik |
ISIN Code | INF179K01AS4 | INF740K01318 |
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 | DSP Aggressive Hybrid Fund - Regular Plan - 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 | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | -1.34% | -1.14% |
6 Month | 6.52% | 6.7% |
1 Year | 2.77% | 5.28% |
3 Year | 14.19% | 16.42% |
5 Year | 18.35% | 17.78% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 4.42% | 3.39% |
1 Year | 8.94% | 8.48% |
3 Year | 12.91% | 17.14% |
5 Year | 14.04% | 15.51% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 10.19% | 13.43% |
3 Year | 11.86% | 14.36% |
5 Year | 11.69% | 14.44% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.13% | 10.24% |
Sharp | 1.08% | 1.34% |
Beta | 0.96% | 1.05% |
Alpha | 0.90% | 3.95% |
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Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Kedar Karnik |
Total AUM | ₹520687 Cr | ₹32997 Cr |
Funds Managed | 40 | 11 |
HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.94 | 35.51 |
Large Cap | 48.81 | 47.72 |
Small Cap | 16.3 | 8.64 |
Mid Cap | 1.95 | 8.14 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 31.9 | 32.09 |
Energy | 6.39 | 0.94 |
Technology | 8.64 | 5.12 |
Consumer Defensive | 6.13 | 5.4 |
Industrials | 9.14 | 0.9 |
Financial Services | 24.45 | 29.9 |
Healthcare | 3.58 | 8.27 |
Real Estate | 0.83 | - |
Utilities | 0.22 | 2.68 |
Consumer Cyclical | 3.3 | 10.46 |
Basic Materials | 0.52 | 3.03 |
Communication Services | 4.92 | 1.21 |
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