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) | ₹24081 Cr | ₹11073 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 | 2.39% | 2.37% |
| 6 Month | 4.97% | 6.75% |
| 1 Year | 5.55% | 5.22% |
| 3 Year | 12.6% | 13.69% |
| 5 Year | 17.65% | 15.75% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.46% | 0.4% |
| 1 Year | 5.28% | 7.6% |
| 3 Year | 9.39% | 11.52% |
| 5 Year | 11.34% | 11.81% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.1% | 11.81% |
| 3 Year | 11.92% | 14.23% |
| 5 Year | 11.75% | 15.05% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.37% | 9.38% |
| Sharp | 0.69% | 0.73% |
| Beta | 0.94% | 1.06% |
| Alpha | -0.10% | 0.21% |
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 | 33.5 | 31.44 |
| Large Cap | 48.48 | 48.94 |
| Small Cap | 16.35 | 7.09 |
| Mid Cap | 1.68 | 12.52 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.34 | 29.02 |
| Energy | 5.75 | 4.44 |
| Technology | 7.84 | 5.14 |
| Consumer Defensive | 5.74 | 4.67 |
| Industrials | 9.87 | 7.7 |
| Financial Services | 24.14 | 25.21 |
| Healthcare | 3.75 | 3.46 |
| Real Estate | 0.93 | 0.91 |
| Utilities | 0.23 | 2.23 |
| Consumer Cyclical | 5.44 | 10.54 |
| Basic Materials | 0.53 | 3.23 |
| Communication Services | 3.43 | 3.46 |
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