HDFC Hybrid Equity Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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Aditya Birla Sun Life Equity Hybrid 95 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	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)	₹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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	1.48%	1.98%
6 Month	0.35%	-0.79%
1 Year	6.69%	5.57%
3 Year	16.61%	15.81%
5 Year	20%	18.73%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	6.17%	6.36%
1 Year	8.42%	6.88%
3 Year	13.07%	14.28%
5 Year	14.21%	13.41%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	10.36%	16%
3 Year	11.75%	16.05%
5 Year	11.6%	16.41%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	9.334%	9.21%
Sharp	0.486%	0.76%
Beta	0.949%	1.07%
Alpha	0.562%	-0.03%

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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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	33.28	23.37
Large Cap	48.42	58.53
Small Cap	15.63	8.55
Mid Cap	2.67	9.49

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	32.45	20.46
Energy	5.71	-
Technology	8.82	-
Consumer Defensive	6.79	-
Industrials	9.19	-
Financial Services	22.61	-
Healthcare	4.18	-
Real Estate	0.83	-
Consumer Cyclical	3.29	-
Basic Materials	0.58	-
Communication Services	4.26	-
Utilities	1.29	-
Petroleum Products	-	4.33
Electrical Equipment	-	1.61
IT - Software	-	6.9
Retailing	-	2.36
Construction	-	2.16
Diversified FMCG	-	1.51
Non - Ferrous Metals	-	1.06
Banks	-	19.12
Pharmaceuticals & Biotechnology	-	4.56
Industrial Manufacturing	-	1.12
Healthcare Services	-	1.16
Auto Components	-	2.53
Cement & Cement Products	-	2.29
Realty	-	1.21
Consumer Durables	-	2.88
Transport Infrastructure	-	1.93
Chemicals & Petrochemicals	-	1.18
Automobiles	-	3.85
Personal Products	-	0.91
Finance	-	4.44
IT - Services	-	0.5
Insurance	-	1.56
Agricultural Food & other Products	-	1.04
Diversified Metals	-	0.55
Power	-	1.05
Fertilizers & Agrochemicals	-	0.45
Aerospace & Defense	-	1.29
Industrial Products	-	0.19
Telecom - Services	-	3.12
Transport Services	-	0.5
Ferrous Metals	-	0.3
Leisure Services	-	0.37
Beverages	-	1.22
Textiles & Apparels	-	0.23