DSP Equity & Bond Fund vs HDFC Hybrid Equity Fund compare

DSP Equity & Bond Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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DSP Aggressive Hybrid Fund- Regular Plan - Growth

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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	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)	₹23996 Cr	₹5691 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	1.89%	2.11%
6 Month	11.25%	10.35%
1 Year	1.61%	2.9%
3 Year	12.73%	15.88%
5 Year	17.46%	17.13%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	1.63%	1.73%
1 Year	7.63%	8.65%
3 Year	11.06%	15.63%
5 Year	12.46%	14.39%

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	8.70%	10.24%
Sharp	0.60%	0.92%
Beta	0.96%	0.12%
Alpha	0.49%	7.91%

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	33.09	35.93
Large Cap	49.15	47.9
Small Cap	16.25	8.81
Mid Cap	1.5	7.36

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	32	32.79
Energy	5.58	0.85
Technology	7.78	5.04
Consumer Defensive	6.07	4.97
Industrials	9.77	0.82
Financial Services	24.2	29
Healthcare	4.04	9.36
Real Estate	0.87	-
Utilities	0.22	4.18
Consumer Cyclical	4.95	8.88
Basic Materials	0.59	2.87
Communication Services	3.93	1.23

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