Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Equity & Bond Fund vs HDFC Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

Invest Now

tortoise-icon DSP Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

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) ₹24704 Cr ₹12105 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 -0.82% -0.14%
6 Month 1.38% 1.28%
1 Year 3.49% 4.4%
3 Year 11.49% 15.67%
5 Year 14.12% 13.81%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 1.54% 1.61%
1 Year 10% 9.58%
3 Year 10.4% 13.94%
5 Year 11.65% 13.42%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 9.81% 14.63%
3 Year 12.01% 14.97%
5 Year 11.85% 14.57%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 8.28% 10.24%
Sharp 0.59% 1.01%
Beta 0.94% 1.05%
Alpha -0.41% 3.43%

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 31.99 33.89
Large Cap 51.62 49.84
Small Cap 15.09 8.5
Mid Cap 1.3 7.77

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Others 30.89 31.18
Energy 5.86 1.35
Technology 8.09 5.57
Consumer Defensive 5.76 5.83
Industrials 8.68 0.74
Financial Services 25.18 29.55
Healthcare 4.23 8.8
Real Estate 0.88 -
Utilities 0.23 4.18
Consumer Cyclical 6.23 8.76
Basic Materials 1.19 2.66
Communication Services 2.79 1.37

Top Comparisons

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.14%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.91%

Compare Now

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns7%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns6.67%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns22.96%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns19.32%

Compare Now
Add to Cart Successfully