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Nippon India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon Nippon India 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 Nippon India Aggressive Hybrid Fund - Regular - Growth
Fund HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹24704 Cr ₹4134 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 Aggressive Hybrid Fund - Regular - Growth
1 Month 0.14% 0.17%
6 Month 2.08% 3.51%
1 Year 5.81% 6.24%
3 Year 12.85% 15.79%
5 Year 14.4% 16.13%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
6 Month 0.45% 0.55%
1 Year 7.16% 9%
3 Year 9.93% 12.37%
5 Year 11.56% 13.63%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Year 9.81% 10.92%
3 Year 12.01% 13.53%
5 Year 11.85% 13.05%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
Standard Deviation 8.28% 9.02%
Sharp 0.59% 0.94%
Beta 0.94% 1.05%
Alpha -0.41% 2.54%

Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth
Name Dhruv Muchhal Sushil Budhia
Total AUM ₹520687 Cr ₹29447 Cr
Funds Managed 40 11
HDFC Hybrid Equity Fund - Growth Plan Nippon India Aggressive Hybrid Fund - Regular - Growth

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Nippon India Aggressive Hybrid Fund - Regular - Growth

Others 31.99 32.92
Large Cap 51.62 48.52
Small Cap 15.09 7.86
Mid Cap 1.3 10.69

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Nippon India Aggressive Hybrid Fund - Regular - Growth

Others 30.89 23.5
Energy 5.86 3.88
Technology 8.09 7.09
Consumer Defensive 5.76 3.82
Industrials 8.68 9.31
Financial Services 25.18 23.85
Healthcare 4.23 4.78
Real Estate 0.88 3.45
Utilities 0.23 3.86
Consumer Cyclical 6.23 9.13
Basic Materials 1.19 3.12
Communication Services 2.79 4.21

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