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) | ₹24704 Cr | ₹11450 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 | -0.82% | -1.36% |
| 6 Month | 1.38% | 1.91% |
| 1 Year | 3.49% | 3.31% |
| 3 Year | 11.49% | 13.08% |
| 5 Year | 14.12% | 12.94% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.54% | 1.51% |
| 1 Year | 10% | 11.55% |
| 3 Year | 10.4% | 12.21% |
| 5 Year | 11.65% | 12.09% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.81% | 12.72% |
| 3 Year | 12.01% | 14.93% |
| 5 Year | 11.85% | 15.49% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.28% | 9.11% |
| Sharp | 0.59% | 0.77% |
| Beta | 0.94% | 1.11% |
| Alpha | -0.41% | 0.89% |
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 | 31.99 | 29.73 |
| Large Cap | 51.62 | 50.83 |
| Small Cap | 15.09 | 7.26 |
| Mid Cap | 1.3 | 12.17 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.89 | 27.39 |
| Energy | 5.86 | 4.67 |
| Technology | 8.09 | 5.43 |
| Consumer Defensive | 5.76 | 4.22 |
| Industrials | 8.68 | 8.24 |
| Financial Services | 25.18 | 25.53 |
| Healthcare | 4.23 | 4.06 |
| Real Estate | 0.88 | 0.92 |
| Utilities | 0.23 | 2.1 |
| Consumer Cyclical | 6.23 | 10.14 |
| Basic Materials | 1.19 | 3.6 |
| Communication Services | 2.79 | 3.71 |
Top Comparisons
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.28%
Tata Focused Fund-Regular Plan-Growth
3Y Returns13.91%
Kotak Savings Fund -Growth
3Y Returns6.95%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.3%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.66%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.08%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns15.96%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns21.21%