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HDFC Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon Nippon India Equity Hybrid Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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