HDFC Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare

HDFC Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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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)	₹23996 Cr	₹2994 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	1.2%	2.08%
6 Month	10.18%	11.82%
1 Year	0.86%	1.72%
3 Year	11.91%	16.67%
5 Year	17.5%	19.82%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	1.63%	3.06%
1 Year	7.63%	10.33%
3 Year	11.06%	15.89%
5 Year	12.46%	16.29%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	10.19%	10.16%
3 Year	11.86%	12.85%
5 Year	11.69%	11.99%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.70%	9.86%
Sharp	0.60%	0.94%
Beta	0.96%	1.07%
Alpha	0.49%	3.98%

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	32.85	30.94
Large Cap	48.84	46.09
Small Cap	16.61	7.62
Mid Cap	1.71	15.34

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	31.79	25.9
Energy	5.88	2.78
Technology	7.82	8.59
Consumer Defensive	6.22	4.76
Industrials	9.82	8.1
Financial Services	24.44	22.19
Healthcare	3.99	8.55
Real Estate	0.84	0.32
Utilities	0.22	2.44
Consumer Cyclical	4.34	6.8
Basic Materials	0.67	5.51
Communication Services	3.98	4.07

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