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 | ₹3712 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 | -0.17% | 0.64% |
6 Month | -7.08% | -8.48% |
1 Year | 6.76% | 8% |
3 Year | 11.37% | 13.31% |
5 Year | 20.94% | 22.08% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | -5.26% | -6.82% |
1 Year | -8.52% | -10.93% |
3 Year | 8.67% | 10.93% |
5 Year | 12.48% | 14.03% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 10.65% | 11.83% |
3 Year | 11.72% | 12.47% |
5 Year | 11.49% | 12.93% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Standard Deviation | 9.334% | 9.02% |
Sharp | 0.486% | 0.64% |
Beta | 0.949% | 1.06% |
Alpha | 0.562% | 2.98% |
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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 | 27.87 |
Large Cap | 48.42 | 51.76 |
Small Cap | 15.63 | 9.12 |
Mid Cap | 2.67 | 11.25 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 32.45 | 26.88 |
Energy | 5.71 | 3.7 |
Technology | 8.82 | 8.43 |
Consumer Defensive | 6.79 | 4.27 |
Industrials | 9.19 | 7.98 |
Financial Services | 22.61 | 23.52 |
Healthcare | 4.18 | 5.99 |
Real Estate | 0.83 | 1.38 |
Consumer Cyclical | 3.29 | 8.45 |
Basic Materials | 0.58 | 2.49 |
Communication Services | 4.26 | 3.38 |
Utilities | 1.29 | 3.52 |
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