DSP Equity & Bond Fund vs HDFC Hybrid Equity Fund compare

DSP Equity & Bond Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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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)	₹24081 Cr	₹11565 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	2.39%	1.46%
6 Month	4.97%	2.85%
1 Year	5.55%	4.71%
3 Year	12.6%	15.88%
5 Year	17.65%	16.84%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-0.46%	-0.13%
1 Year	5.28%	5.45%
3 Year	9.39%	13.25%
5 Year	11.34%	13.05%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.1%	13.29%
3 Year	11.92%	14.42%
5 Year	11.75%	14.48%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.37%	9.26%
Sharp	0.69%	0.94%
Beta	0.94%	0.99%
Alpha	-0.10%	2.57%

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	33.5	33.7
Large Cap	48.48	50.24
Small Cap	16.35	8.59
Mid Cap	1.68	7.47

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	32.34	30.62
Energy	5.75	1.09
Technology	7.84	5.2
Consumer Defensive	5.74	5.25
Industrials	9.87	0.79
Financial Services	24.14	30.28
Healthcare	3.75	9.31
Real Estate	0.93	-
Utilities	0.23	4.3
Consumer Cyclical	5.44	9.07
Basic Materials	0.53	2.87
Communication Services	3.43	1.22

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