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) ₹24068 Cr ₹10327 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 -3.23% 0.43%
6 Month 4.86% 12.68%
1 Year 18.32% 24.16%
3 Year 11.77% 14.44%
5 Year 15.53% 16.76%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year - 22.42%
3 Year - 21.11%
5 Year - 18.55%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 10.55% 13.19%
3 Year 11.64% 14.37%
5 Year 11.39% 14.27%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 8.51% 10.24%
Sharp 0.99% 0.6%
Beta 0.92% 1.1%
Alpha 2.76% 2.71%

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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
Fund Manage 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 31.05 31.47
Large Cap 48.51 42.46
Mid Cap 3.76 13.93
Small Cap 16.68 12.14

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Others 31.05 31.47
Petroleum Products 5.85 -
IT - Software 5.43 4.89
Personal Products 1.8 1.61
Construction 7.91 -
Banks 22.73 17.45
Pharmaceuticals & Biotechnology 2.98 5.32
Realty 0.79 -
Power 1.55 -
Automobiles 0.45 3.73
Healthcare Services 1.85 1.13
Finance 0.55 9.1
Consumer Durables 0.09 1.51
Diversified FMCG 3.8 3.28
Media 0.09 -
Fertilizers & Agrochemicals 0.36 0.81
Auto Components 1.14 3.29
Transport Services 0.29 -
Telecom - Services 4.02 1.33
Industrial Manufacturing 0.68 -
Industrial Products 2.02 2.77
Textiles & Apparels 0.7 1.81
Beverages 1.45 1.6
Commercial Services & Supplies 1.31 -
Leisure Services 1.11 -
Capital Markets - 1.21
Chemicals & Petrochemicals - 1.64
Insurance - 2.63
Retailing - 1.13
Diversified - 0.39
Electrical Equipment - 1.15
Cement & Cement Products - 0.75

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