HDFC Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Nippon India Aggressive Hybrid Fund - Regular - Growth
Chart Comparison
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) | ₹24854 Cr | ₹3988 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 | -1.34% | -1.09% |
6 Month | 6.52% | 6.79% |
1 Year | 2.77% | 2.53% |
3 Year | 14.19% | 16.34% |
5 Year | 18.35% | 19.5% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Aggressive Hybrid Fund - Regular - Growth |
---|---|---|
6 Month | 4.42% | 4.36% |
1 Year | 8.94% | 7.05% |
3 Year | 12.91% | 14.97% |
5 Year | 14.04% | 15.68% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Aggressive Hybrid Fund - Regular - Growth |
---|---|---|
1 Year | 10.19% | 11.23% |
3 Year | 11.86% | 12.93% |
5 Year | 11.69% | 13.05% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Aggressive Hybrid Fund - Regular - Growth |
---|---|---|
Standard Deviation | 9.13% | 9.02% |
Sharp | 1.08% | 1.31% |
Beta | 0.96% | 1.04% |
Alpha | 0.90% | 3.07% |
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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 | 32.94 | 29.73 |
Large Cap | 48.81 | 49.82 |
Small Cap | 16.3 | 8.64 |
Mid Cap | 1.95 | 11.8 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
---|---|---|
Others | 31.9 | 24.14 |
Energy | 6.39 | 3.97 |
Technology | 8.64 | 6.6 |
Consumer Defensive | 6.13 | 3.36 |
Industrials | 9.14 | 9.26 |
Financial Services | 24.45 | 25.37 |
Healthcare | 3.58 | 5.06 |
Real Estate | 0.83 | 3.77 |
Utilities | 0.22 | 4.2 |
Consumer Cyclical | 3.3 | 7.62 |
Basic Materials | 0.52 | 2.73 |
Communication Services | 4.92 | 3.91 |
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