HDFC Hybrid Equity Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹23354 Cr | ₹7313 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Apr 2005 | 10 Feb 1995 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 15.22% | 85% |
Expense Ratio | 1.68 | 1.85 |
Manager | Dhruv Muchhal | Dhaval Joshi |
ISIN Code | INF179K01AS4 | INF209K01BT5 |
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 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Month | -2.28% | -3.39% |
6 Month | -4.56% | -6.26% |
1 Year | 5.27% | 6.96% |
3 Year | 11.21% | 8.45% |
5 Year | 14.62% | 13.01% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -2.16% | -3.68% |
3 Year | 10.76% | 10.95% |
5 Year | 13.99% | 12.72% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Year | 10.65% | 16.33% |
3 Year | 11.72% | 16.28% |
5 Year | 11.49% | 16.39% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | 8.51% | 9.21% |
Sharp | 0.99% | 0.38% |
Beta | 0.92% | 1.02% |
Alpha | 2.76% | 0.16% |
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Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Name | Dhruv Muchhal | Dhaval Joshi |
Total AUM | ₹520687 Cr | ₹361932 Cr |
Fund Manage | 40 | 55 |
HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 31.05 | 21.41 |
Large Cap | 48.51 | 55.4 |
Mid Cap | 3.76 | 8.86 |
Small Cap | 16.68 | 14.47 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 31.05 | 21.41 |
Petroleum Products | 5.85 | 3.52 |
IT - Software | 5.43 | 8.15 |
Personal Products | 1.8 | 0.88 |
Construction | 7.91 | 3.64 |
Banks | 22.73 | 16.22 |
Pharmaceuticals & Biotechnology | 2.98 | 4.86 |
Realty | 0.79 | 1.23 |
Power | 1.55 | 1.07 |
Automobiles | 0.45 | 4.06 |
Healthcare Services | 1.85 | 1.42 |
Finance | 0.55 | 3.68 |
Consumer Durables | 0.09 | 3.49 |
Diversified FMCG | 3.8 | 1.61 |
Media | 0.09 | - |
Fertilizers & Agrochemicals | 0.36 | 0.48 |
Auto Components | 1.14 | 2.86 |
Transport Services | 0.29 | 0.5 |
Telecom - Services | 4.02 | 3.04 |
Industrial Manufacturing | 0.68 | 1.47 |
Industrial Products | 2.02 | 0.44 |
Textiles & Apparels | 0.7 | 0.23 |
Beverages | 1.45 | 1.22 |
Commercial Services & Supplies | 1.31 | - |
Leisure Services | 1.11 | 0.29 |
Electrical Equipment | - | 2.19 |
Non - Ferrous Metals | - | 0.89 |
Cement & Cement Products | - | 2.1 |
Ferrous Metals | - | 0.29 |
Retailing | - | 1.8 |
Chemicals & Petrochemicals | - | 1.7 |
IT - Services | - | 0.74 |
Insurance | - | 0.86 |
Transport Infrastructure | - | 1.59 |
Agricultural Food & other Products | - | 0.85 |
Aerospace & Defense | - | 1.36 |
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