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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 | Very High |
| Asset Size (Cr) | ₹24684 Cr | ₹7559 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 | 1.86 |
| 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 | 0.06% | 0.78% |
| 6 Month | 2.12% | 4.79% |
| 1 Year | 4.55% | 5.53% |
| 3 Year | 11.49% | 13.3% |
| 5 Year | 15.1% | 13.91% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.94% | 3.17% |
| 1 Year | 10.36% | 14.19% |
| 3 Year | 10.92% | 13.49% |
| 5 Year | 12.17% | 12.47% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 9.89% | 14.57% |
| 3 Year | 12.05% | 14.32% |
| 5 Year | 11.81% | 14.77% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 8.37% | 9.21% |
| Sharp | 0.69% | 0.79% |
| Beta | 0.94% | 1.1% |
| Alpha | -0.10% | 0.68% |
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 |
| Funds Managed | 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 | 32.67 | 28.19 |
| Large Cap | 50.39 | 55.44 |
| Small Cap | 15.25 | 7.69 |
| Mid Cap | 1.7 | 8.68 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 31.53 | 20.48 |
| Energy | 6.03 | 4.09 |
| Technology | 7.72 | 7.41 |
| Consumer Defensive | 5.78 | 5.14 |
| Industrials | 9.02 | 8.35 |
| Financial Services | 24.52 | 25.67 |
| Healthcare | 4.22 | 5.17 |
| Real Estate | 0.91 | 1.55 |
| Utilities | 0.23 | 1.43 |
| Consumer Cyclical | 5.93 | 11.58 |
| Basic Materials | 0.71 | 5.97 |
| Communication Services | 3.4 | 3.15 |
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