HSBC Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹24704 Cr | ₹5650 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 | -1.01% | -0.82% |
| 6 Month | -1.3% | 0.52% |
| 1 Year | 5.63% | 3.19% |
| 3 Year | 11.46% | 15.24% |
| 5 Year | 13.1% | 11.98% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.26% | -1.01% |
| 1 Year | 5.24% | 9.02% |
| 3 Year | 8.69% | 11.01% |
| 5 Year | 10.63% | 11.67% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.75% | 10.83% |
| 3 Year | 12.02% | 13.63% |
| 5 Year | 11.88% | 12.98% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.51% | 10.22% |
| Sharp | 0.74% | 0.8% |
| Beta | 1.2% | 1.43% |
| Alpha | -0.18% | 2.18% |
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 | 31.99 | 29.89 |
| Large Cap | 51.62 | 39.77 |
| Small Cap | 15.09 | 16.08 |
| Mid Cap | 1.3 | 14.26 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 30.89 | 25.89 |
| Energy | 5.86 | 0.62 |
| Technology | 8.09 | 6.07 |
| Consumer Defensive | 5.76 | 3.87 |
| Industrials | 8.68 | 16.6 |
| Financial Services | 25.18 | 20.3 |
| Healthcare | 4.23 | 6.73 |
| Real Estate | 0.88 | - |
| Utilities | 0.23 | 0.93 |
| Consumer Cyclical | 6.23 | 17.82 |
| Basic Materials | 1.19 | - |
| Communication Services | 2.79 | 1.16 |
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