DSP Equity & Bond Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon DSP Equity & Bond 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 Equity & Bond Fund- Regular Plan - Growth
Fund HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22235 Cr ₹8403 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 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 TRI
Turn Over 15.22% 48%
Expense Ratio 1.7 1.78
Manager Dhruv Muchhal Kedar Karnik
ISIN Code INF179K01AS4 INF740K01318
Exits Load For more than 15% of investments 1% will be charged if redeemed within 1 year/365 Exit load of 1% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
1 Month 3.73% 4.36%
6 Month 12.11% 14.77%
1 Year 22.69% 30.04%
3 Year 15.39% 14.07%
5 Year 16.1% 17%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
6 Month - -
1 Year 10.45% 12.47%
3 Year 27.07% 28.55%
5 Year 55.69% 52.52%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
1 Year 18.02% 17.19%
3 Year 44.42% 40.7%
5 Year 59.82% 58.14%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
Standard Deviation 8.51% 10.24%
Sharp 0.92% 0.67%
Beta 0.91% 1.05%
Alpha 3.45% 1.83%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
Name Dhruv Muchhal Kedar Karnik
Total AUM ₹520687 Cr ₹32997 Cr
Fund Manage 40 11
HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

DSP Equity & Bond Fund- Regular Plan - Growth

Large Cap 48.08 42.72
Mid Cap 5.76 16.37
Others 32.24 28.72
Small Cap 13.92 12.19

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

DSP Equity & Bond Fund- Regular Plan - Growth

Financial 41.06 41.88
Construction 9.27 0.02
Energy 9.33 -
Communication 4 2.64
Consumer Staples 6.75 6.14
Technology 5.06 4.82
Capital Goods 5.22 3.04
Others 7.36 2.9
Services 3.23 1.67
Unclassified 1.38 -
Healthcare 3.85 5.75
Textiles 0.7 1.18
Sovereign 1.47 10.05
Automobile 0.56 8.22
Chemicals 0.33 2.65
Metals & Mining 0.43 2.22
Insurance - 2.46
Diversified - 1.49
Materials - 2.58
Consumer Discretionary - 0.29

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