HSBC Aggressive Hybrid Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4134 Cr | ₹5650 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 08 Jun 2005 | 07 Feb 2011 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 40% | 75% |
| Expense Ratio | 1.97 | 1.85 |
| Manager | Sushil Budhia | Gautam Bhupal |
| ISIN Code | INF204K01FW1 | INF917K01LB0 |
| Exits Load | Nippon India Equity Hybrid 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 | Nippon India Aggressive Hybrid Fund - Regular - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | - | -1.26% |
| 6 Month | 3.9% | 4.05% |
| 1 Year | 3.51% | -1.26% |
| 3 Year | 14.62% | 15.01% |
| 5 Year | 16.26% | 13.4% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.96% | 0.36% |
| 1 Year | 12.67% | 13.82% |
| 3 Year | 13.01% | 13.05% |
| 5 Year | 13.81% | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 11% | 10.96% |
| 3 Year | 13.49% | 13.56% |
| 5 Year | 13.04% | 12.97% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.98% | 12.20% |
| Sharp | 0.85% | 0.70% |
| Beta | 1.02% | 1.22% |
| Alpha | 1.80% | 1.59% |
Fund Managers
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Sushil Budhia | Gautam Bhupal |
| Total AUM | ₹29447 Cr | ₹25949 Cr |
| Funds Managed | 11 | 13 |
| Nippon India Aggressive Hybrid Fund - Regular - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 32.62 | 28.86 |
| Large Cap | 48.56 | 40.97 |
| Small Cap | 8.09 | 15.05 |
| Mid Cap | 10.72 | 15.12 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 23.84 | 26.22 |
| Communication Services | 4.2 | 1.13 |
| Energy | 3.79 | 0.59 |
| Industrials | 9.23 | 19.71 |
| Technology | 7.06 | 6.12 |
| Financial Services | 23.41 | 18.41 |
| Consumer Cyclical | 9.08 | 17.49 |
| Consumer Defensive | 3.87 | 3.86 |
| Healthcare | 4.72 | 5.48 |
| Basic Materials | 3.25 | 0 |
| Real Estate | 3.46 | 0 |
| Utilities | 4.08 | 0.98 |
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