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

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon 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) ₹24461 Cr ₹7465 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 1.43% 1.61%
6 Month 6.06% 5.21%
1 Year 5.95% 5.08%
3 Year 16.49% 16%
5 Year 18.97% 17.84%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month 7.54% 8.48%
1 Year 12.69% 12.37%
3 Year 13.96% 15.51%
5 Year 14.69% 14.09%

Rolling Lumpsum Returns

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

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 9.13% 9.21%
Sharp 1.08% 0.76%
Beta 0.96% 1.07%
Alpha 0.90% -0.03%

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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
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 33.15 25.36
Large Cap 48.58 57.13
Small Cap 15.88 8.87
Mid Cap 2.4 8.64

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 32.13 20.85
Energy 6.13 4.05
Technology 8.29 7.53
Consumer Defensive 6.37 5.46
Industrials 9.01 9.71
Financial Services 24.48 25.57
Healthcare 4.03 5.51
Real Estate 0.81 1.27
Utilities 0.2 0.98
Consumer Cyclical 3.42 11.02
Basic Materials 0.5 5.12
Communication Services 4.63 2.93

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