HDFC Hybrid Equity Fund vs Canara Robeco Equity Hybrid Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24528 Cr | ₹11393 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Apr 2005 | 20 Mar 1998 |
| 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% | 23% |
| Expense Ratio | 1.68 | 1.72 |
| Manager | Dhruv Muchhal | Avnish Jain |
| ISIN Code | INF179K01AS4 | INF760K01050 |
| 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 | Canara Robeco Equity 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 | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.99% | -0.22% |
| 6 Month | -1.06% | 0.45% |
| 1 Year | 6.55% | 7.69% |
| 3 Year | 11.69% | 13.68% |
| 5 Year | 12.89% | 12.16% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.54% | -0.14% |
| 1 Year | 4.18% | 6.7% |
| 3 Year | 8.44% | 10.53% |
| 5 Year | 10.53% | 11.24% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.74% | 12.67% |
| 3 Year | 12.01% | 14.91% |
| 5 Year | 11.89% | 15.49% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.51% | 9.11% |
| Sharp | 0.74% | 0.84% |
| Beta | 1.2% | 1.11% |
| Alpha | -0.18% | 0.93% |
Fund Managers
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Avnish Jain |
| Total AUM | ₹520687 Cr | ₹15907 Cr |
| Funds Managed | 40 | 11 |
| HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.69 | 28.51 |
| Large Cap | 51.88 | 51.57 |
| Small Cap | 15.11 | 7.39 |
| Mid Cap | 1.32 | 12.54 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.59 | 26.19 |
| Energy | 5.93 | 4.81 |
| Technology | 7.96 | 6.04 |
| Consumer Defensive | 5.71 | 4.31 |
| Industrials | 9.81 | 8.19 |
| Financial Services | 25.05 | 25.09 |
| Healthcare | 4.09 | 3.88 |
| Real Estate | 0.88 | 1.04 |
| Utilities | 0.22 | 1.7 |
| Consumer Cyclical | 6.72 | 11.46 |
| Basic Materials | 1.41 | 3.59 |
| Communication Services | 2.65 | 3.71 |
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