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)	₹24081 Cr	₹3161 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	3.21%	3.01%
6 Month	5.34%	6.71%
1 Year	6.14%	6.8%
3 Year	13.02%	17.41%
5 Year	17.75%	20.02%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	1.43%	2.34%
1 Year	9.53%	11.98%
3 Year	11.28%	15.75%
5 Year	12.51%	16.22%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	10.1%	10.04%
3 Year	11.92%	13.02%
5 Year	11.75%	12.03%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.50%	9.73%
Sharp	0.73%	1.03%
Beta	0.96%	1.09%
Alpha	0.32%	3.37%

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	33.5	30.22
Large Cap	48.48	48.14
Small Cap	16.35	7.54
Mid Cap	1.68	14.11

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	32.34	25.1
Energy	5.75	2.59
Technology	7.84	7.77
Consumer Defensive	5.74	4.27
Industrials	9.87	6.48
Financial Services	24.14	23.33
Healthcare	3.75	9
Real Estate	0.93	0.32
Utilities	0.23	2.79
Consumer Cyclical	5.44	8.63
Basic Materials	0.53	5.79
Communication Services	3.43	3.93

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