DSP Equity & Bond Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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 |
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