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) | ₹23354 Cr | ₹10137 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 | 1.75 |
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 | 2.87% | 2.99% |
6 Month | 0.76% | 2.13% |
1 Year | 7.73% | 16.5% |
3 Year | 13.29% | 16.23% |
5 Year | 19.55% | 19.22% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.48% | 4.44% |
1 Year | 2.44% | 9.11% |
3 Year | 12.51% | 18.63% |
5 Year | 14.35% | 16.46% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 10.65% | 13.42% |
3 Year | 11.72% | 14.28% |
5 Year | 11.49% | 14.35% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.334% | 10.24% |
Sharp | 0.486% | 0.6% |
Beta | 0.949% | 1.11% |
Alpha | 0.562% | 3.37% |
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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 | 33.28 | 31.3 |
Large Cap | 48.42 | 46.53 |
Small Cap | 15.63 | 11.1 |
Mid Cap | 2.67 | 11.08 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.45 | 31.21 |
Energy | 5.71 | 1 |
Technology | 8.82 | 3.74 |
Consumer Defensive | 6.79 | 6.17 |
Industrials | 9.19 | 2.87 |
Financial Services | 22.61 | 31.37 |
Healthcare | 4.18 | 7.7 |
Real Estate | 0.83 | - |
Consumer Cyclical | 3.29 | 8.45 |
Basic Materials | 0.58 | 4.71 |
Communication Services | 4.26 | 1.45 |
Utilities | 1.29 | 1.35 |
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