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) | ₹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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