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HDFC Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon Nippon India Aggressive Hybrid Fund - Regular - Growth

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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 Nippon India Aggressive Hybrid Fund - Regular - Growth
Fund HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹24081 Cr ₹3960 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 06 Apr 2005 08 Jun 2005
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% 40%
Expense Ratio 1.68 1.97
Manager Dhruv Muchhal Sushil Budhia
ISIN Code INF179K01AS4 INF204K01FW1
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 Nippon India Equity Hybrid Fund - 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 Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Month 1.22% 0.85%
6 Month 4.43% 6.13%
1 Year 4.37% 3.8%
3 Year 12.33% 14.98%
5 Year 16.55% 18.24%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
6 Month 2.03% 3.23%
1 Year 10.15% 12.67%
3 Year 11.06% 13.88%
5 Year 12.25% 14.5%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Year 10.1% 11.02%
3 Year 11.92% 13.01%
5 Year 11.75% 13.15%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
Standard Deviation 8.37% 9.02%
Sharp 0.69% 1.04%
Beta 0.94% 0.12%
Alpha -0.10% 8.89%

Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
Name Dhruv Muchhal Sushil Budhia
Total AUM ₹520687 Cr ₹29447 Cr
Funds Managed 40 11
HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Nippon India Aggressive Hybrid Fund - Regular - Growth

Others 33.5 28.04
Large Cap 48.48 55.32
Small Cap 16.35 7.52
Mid Cap 1.68 9.12

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Nippon India Aggressive Hybrid Fund - Regular - Growth

Others 32.34 23.2
Energy 5.75 -
Technology 7.84 -
Consumer Defensive 5.74 -
Industrials 9.87 -
Financial Services 24.14 -
Healthcare 3.75 -
Real Estate 0.93 -
Utilities 0.23 -
Consumer Cyclical 5.44 -
Basic Materials 0.53 -
Communication Services 3.43 -
Telecom - Services - 3.52
Petroleum Products - 3.04
Electrical Equipment - 1.57
IT - Software - 5.66
Construction - 3.28
Finance - 3.94
Consumer Durables - 2.52
Retailing - 2.97
Diversified FMCG - 1.81
Banks - 14.9
Pharmaceuticals & Biotechnology - 2.62
Healthcare Services - 1.96
Aerospace & Defense - 1.11
Ferrous Metals - 2.93
Capital Markets - 2.25
Realty - 2.22
Transport Infrastructure - 2.62
Power - 3.7
Automobiles - 4.24
Insurance - 2.14
Industrial Products - 0.88
Transport Services - 1.57
Beverages - 1.64
Leisure Services - 0.16
Financial Technology (Fintech) - 0.71
Consumable Fuels - 0.69
Industrial Manufacturing - 0.9
Cement & Cement Products - 0.33
Auto Components - 0.92

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