HDFC Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare

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)	₹24098 Cr	₹3715 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	01 Apr 2005	05 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	1.99
Manager	Dhruv Muchhal	Sushil Budhia
ISIN Code	INF179K01AS4	INF204K01FW1
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Nippon India Equity Hybrid Fund - Growth Plan
1 Month	0.39%	4.27%
6 Month	12.1%	12.43%
1 Year	23.5%	29.19%
3 Year	15.32%	16.58%
5 Year	17.35%	15.51%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Nippon India Equity Hybrid Fund - Growth Plan
6 Month	-	-
1 Year	10.45%	13.02%
3 Year	27.07%	33.34%
5 Year	55.69%	58.96%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Nippon India Equity Hybrid Fund - Growth Plan
1 Year	18.02%	17.09%
3 Year	44.42%	45.52%
5 Year	59.82%	63.47%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Nippon India Equity Hybrid Fund - Growth Plan
Standard Deviation	8.51%	9.02%
Sharp	0.99%	1.15%
Beta	0.92%	0.97%
Alpha	2.76%	4.37%

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
Fund Manage	40	11
	HDFC Hybrid Equity Fund - Growth Plan	Nippon India Equity Hybrid Fund - Growth Plan

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Nippon India Equity Hybrid Fund - Growth Plan
Large Cap	49.31	56.68
Small Cap	17.11	6.73
Others	29.92	28.12
Mid Cap	3.66	8.47

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Nippon India Equity Hybrid Fund - Growth Plan
Banks	23.78	-
Construction	9.44	7.16
Petroleum Products	6.29	-
IT - Software	5.76	-
Diversified FMCG	3.77	-
Telecom - Services	3.64	-
Industrial Products	2.15	-
Others	18.07	3.51
Leisure Services	1.47	-
Unclassified	1.44	-
Power	1.65	-
Pharmaceuticals & Biotechnology	2.93	-
Commercial Services & Supplies	1.4	-
Beverages	1.39	-
Personal Products	1.97	-
Financial	7.78	29.86
Textiles & Apparels	0.8	-
Healthcare Services	1.6	-
Realty	0.71	-
Industrial Manufacturing	0.69	-
Auto Components	1.18	-
Finance	0.56	-
Energy	0.51	9.79
Fertilizers & Agrochemicals	0.46	-
Transport Services	0.29	-
Paper, Forest & Jute Products	0.17	-
Media	0.1	-
Sovereign	-	3.34
Technology	-	5.1
Healthcare	-	6.95
Communication	-	5.78
Metals & Mining	-	3.2
Capital Goods	-	4.71
Automobile	-	5.96
Consumer Staples	-	4.25
Services	-	5.2
Materials	-	1.97
Insurance	-	2.11
Consumer Discretionary	-	1.11