HSBC Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare

HSBC Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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HSBC Aggressive Hybrid Fund - Regular Growth

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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	HSBC Aggressive Hybrid Fund - Regular Growth
Fund	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23996 Cr	₹5513 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	06 Apr 2005	07 Feb 2011
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	15.22%	75%
Expense Ratio	1.68	1.85
Manager	Dhruv Muchhal	Gautam Bhupal
ISIN Code	INF179K01AS4	INF917K01LB0
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	HSBC Aggressive 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	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	1.89%	3.59%
6 Month	11.25%	22.12%
1 Year	1.61%	2.74%
3 Year	12.73%	16.25%
5 Year	17.46%	16.31%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	1.63%	6.5%
1 Year	7.63%	15.62%
3 Year	11.06%	15.86%
5 Year	12.46%	14.21%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	10.19%	11.35%
3 Year	11.86%	13.32%
5 Year	11.69%	12.71%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	8.70%	12.27%
Sharp	0.60%	0.65%
Beta	0.96%	1.18%
Alpha	0.49%	2.06%

Fund Managers

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Name	Dhruv Muchhal	Gautam Bhupal
Total AUM	₹520687 Cr	₹25949 Cr
Funds Managed	40	13
	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Others	33.09	25.91
Large Cap	49.15	40.98
Small Cap	16.25	12.96
Mid Cap	1.5	20.16

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Others	32	24.87
Energy	5.58	0.15
Technology	7.78	6.35
Consumer Defensive	6.07	3.25
Industrials	9.77	20.28
Financial Services	24.2	20.12
Healthcare	4.04	3.78
Real Estate	0.87	0.23
Utilities	0.22	2.31
Consumer Cyclical	4.95	17.4
Basic Materials	0.59	0.19
Communication Services	3.93	1.08

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