HDFC Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23354 Cr | ₹3897 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 Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Month | 1.48% | 1.55% |
6 Month | 0.35% | -1.31% |
1 Year | 6.69% | 6.12% |
3 Year | 16.61% | 18.76% |
5 Year | 20% | 20.76% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | 6.17% | 6.03% |
1 Year | 8.42% | 6.46% |
3 Year | 13.07% | 15.2% |
5 Year | 14.21% | 15.81% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 10.36% | 11.44% |
3 Year | 11.75% | 12.76% |
5 Year | 11.6% | 12.98% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Standard Deviation | 9.334% | 10.02% |
Sharp | 0.486% | 1.05% |
Beta | 0.949% | 1.1% |
Alpha | 0.562% | 1.5% |
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Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Name | Dhruv Muchhal | Sushil Budhia |
Total AUM | ₹520687 Cr | ₹29447 Cr |
Funds Managed | 40 | 11 |
HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 33.28 | 26.86 |
Large Cap | 48.42 | 54.13 |
Small Cap | 15.63 | 8.3 |
Mid Cap | 2.67 | 11.01 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 32.45 | 22.81 |
Energy | 5.71 | - |
Technology | 8.82 | - |
Consumer Defensive | 6.79 | - |
Industrials | 9.19 | - |
Financial Services | 22.61 | - |
Healthcare | 4.18 | - |
Real Estate | 0.83 | - |
Consumer Cyclical | 3.29 | - |
Basic Materials | 0.58 | - |
Communication Services | 4.26 | - |
Utilities | 1.29 | - |
Telecom - Services | - | 3.79 |
Petroleum Products | - | 3.21 |
Electrical Equipment | - | 1.03 |
IT - Software | - | 5.76 |
Construction | - | 3.11 |
Finance | - | 2.87 |
Consumer Durables | - | 2.25 |
Retailing | - | 1.61 |
Diversified FMCG | - | 1.8 |
Banks | - | 17.94 |
Pharmaceuticals & Biotechnology | - | 3.43 |
Cement & Cement Products | - | 0.11 |
Healthcare Services | - | 1.89 |
Aerospace & Defense | - | 1.09 |
Ferrous Metals | - | 2.55 |
Capital Markets | - | 1.82 |
Realty | - | 2.38 |
Transport Infrastructure | - | 2.51 |
Automobiles | - | 4.26 |
Insurance | - | 2.19 |
Industrial Products | - | 1.14 |
Transport Services | - | 1.43 |
Beverages | - | 1.89 |
Power | - | 3.72 |
Leisure Services | - | 1.06 |
Financial Technology (Fintech) | - | 0.7 |
Consumable Fuels | - | 0.71 |
Auto Components | - | 0.74 |
Industrial Manufacturing | - | 0.45 |
Commercial Services & Supplies | - | 0.05 |
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