HDFC Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare

HDFC Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare

Link copied to clipboard!

HDFC Hybrid Equity Fund - Growth Plan

Invest Now

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24704 Cr	₹3317 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	06 Apr 2005	12 Aug 2009
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%	81%
Expense Ratio	1.68	1.95
Manager	Dhruv Muchhal	Dhawal Dalal
ISIN Code	INF179K01AS4	INF754K01202
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	Edelweiss Aggressive Hybrid Fund - 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	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	-0.82%	-1.14%
6 Month	1.38%	2.15%
1 Year	3.49%	4.15%
3 Year	11.49%	16.01%
5 Year	14.12%	16.42%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	1.54%	0.95%
1 Year	10%	9.94%
3 Year	10.4%	13.69%
5 Year	11.65%	14.84%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	9.81%	9.86%
3 Year	12.01%	13.4%
5 Year	11.85%	12.1%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.28%	9.65%
Sharp	0.59%	0.94%
Beta	0.94%	1.08%
Alpha	-0.41%	2.94%

Fund Managers

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Dhawal Dalal
Total AUM	₹520687 Cr	₹25974 Cr
Funds Managed	40	12
	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	31.99	29.1
Large Cap	51.62	47.01
Small Cap	15.09	9.12
Mid Cap	1.3	14.77

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	30.89	23.18
Energy	5.86	4.15
Technology	8.09	6.27
Consumer Defensive	5.76	3.57
Industrials	8.68	5.69
Financial Services	25.18	25.18
Healthcare	4.23	7.69
Real Estate	0.88	0.89
Utilities	0.23	2.75
Consumer Cyclical	6.23	10.44
Basic Materials	1.19	5.6
Communication Services	2.79	4.59

Top Comparisons

Nippon India Conservative Hybrid Fund - Regular - Growth

3Y Returns9.1%

VS

HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns9.27%

Compare Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns17.84%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns16.24%

Compare Now

ITI Banking and PSU Fund Regular - Growth

3Y Returns6.92%

VS

Nippon India Banking & PSU Fund - Growth Plan - Growth Option

3Y Returns7.28%

Compare Now

ICICI Prudential Multi Sector Passive FOF - Growth

3Y Returns17.56%

VS

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns18.64%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully