HDFC Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹24461 Cr | ₹2749 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 | 1.43% | 1.5% |
6 Month | 6.06% | 4.33% |
1 Year | 5.95% | 6.92% |
3 Year | 16.49% | 20.58% |
5 Year | 18.97% | 20.94% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.54% | 7.94% |
1 Year | 12.69% | 12.74% |
3 Year | 13.96% | 18.51% |
5 Year | 14.69% | 18.1% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.36% | 10.25% |
3 Year | 11.75% | 12.61% |
5 Year | 11.6% | 11.94% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.13% | 9.99% |
Sharp | 1.08% | 1.36% |
Beta | 0.96% | 1.04% |
Alpha | 0.90% | 3.91% |
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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 | 33.15 | 26.46 |
Large Cap | 48.58 | 49.27 |
Small Cap | 15.88 | 6.9 |
Mid Cap | 2.4 | 17.37 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.13 | 25.18 |
Energy | 6.13 | 2.76 |
Technology | 8.29 | 7.83 |
Consumer Defensive | 6.37 | 4.08 |
Industrials | 9.01 | 9.06 |
Financial Services | 24.48 | 23.36 |
Healthcare | 4.03 | 8.38 |
Real Estate | 0.81 | 0.34 |
Utilities | 0.2 | 3.16 |
Consumer Cyclical | 3.42 | 7.79 |
Basic Materials | 0.5 | 5.01 |
Communication Services | 4.63 | 3.05 |
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