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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 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) ₹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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