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)	₹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	-0.15%	-1.26%
6 Month	1.84%	4.05%
1 Year	3.33%	-1.26%
3 Year	11.38%	15.01%
5 Year	14.6%	13.4%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	1.54%	0.36%
1 Year	10%	13.82%
3 Year	10.4%	13.05%
5 Year	11.65%	12.7%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	9.86%	10.96%
3 Year	12.04%	13.56%
5 Year	11.83%	12.97%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	8.28%	12.20%
Sharp	0.59%	0.70%
Beta	0.94%	1.22%
Alpha	-0.41%	1.59%

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	32.67	28.86
Large Cap	50.39	40.97
Small Cap	15.25	15.05
Mid Cap	1.7	15.12

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Others	31.53	26.22
Energy	6.03	0.59
Technology	7.72	6.12
Consumer Defensive	5.78	3.86
Industrials	9.02	19.71
Financial Services	24.52	18.41
Healthcare	4.22	5.48
Real Estate	0.91	0
Utilities	0.23	0.98
Consumer Cyclical	5.93	17.49
Basic Materials	0.71	0
Communication Services	3.4	1.13

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