Nippon India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23354 Cr | ₹3712 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 Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Month | 3.77% | 4.09% |
6 Month | 5.09% | 3.58% |
1 Year | 10.19% | 9.93% |
3 Year | 16.41% | 18.68% |
5 Year | 22.08% | 23.24% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | 5.73% | 5.58% |
1 Year | 8.77% | 7.4% |
3 Year | 13.97% | 16.44% |
5 Year | 14.87% | 16.63% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 10.65% | 11.83% |
3 Year | 11.72% | 12.47% |
5 Year | 11.49% | 12.93% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Standard Deviation | 9.334% | 9.02% |
Sharp | 0.486% | 0.83% |
Beta | 0.949% | 1.06% |
Alpha | 0.562% | 2.39% |
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Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Name | Dhruv Muchhal | Sushil Budhia |
Total AUM | ₹520687 Cr | ₹29447 Cr |
Funds Managed | 40 | 11 |
HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 33.28 | 27.29 |
Large Cap | 48.42 | 53.88 |
Small Cap | 15.63 | 8.54 |
Mid Cap | 2.67 | 10.59 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 32.45 | 23.08 |
Energy | 5.71 | - |
Technology | 8.82 | - |
Consumer Defensive | 6.79 | - |
Industrials | 9.19 | - |
Financial Services | 22.61 | - |
Healthcare | 4.18 | - |
Real Estate | 0.83 | - |
Consumer Cyclical | 3.29 | - |
Basic Materials | 0.58 | - |
Communication Services | 4.26 | - |
Utilities | 1.29 | - |
Telecom - Services | - | 3.64 |
Petroleum Products | - | 3.02 |
Electrical Equipment | - | 1.03 |
IT - Software | - | 6.07 |
Construction | - | 3.36 |
Finance | - | 2.99 |
Consumer Durables | - | 2.01 |
Retailing | - | 1.49 |
Diversified FMCG | - | 2.02 |
Banks | - | 17.18 |
Pharmaceuticals & Biotechnology | - | 3.6 |
Cement & Cement Products | - | 0.1 |
Healthcare Services | - | 1.95 |
Aerospace & Defense | - | 1.05 |
Ferrous Metals | - | 2.77 |
Capital Markets | - | 1.91 |
Realty | - | 2.31 |
Transport Infrastructure | - | 2.65 |
Automobiles | - | 4.17 |
Insurance | - | 1.67 |
Industrial Products | - | 1.13 |
Transport Services | - | 1.4 |
Beverages | - | 1.88 |
Power | - | 3.83 |
Leisure Services | - | 1.01 |
Financial Technology (Fintech) | - | 0.71 |
Auto Components | - | 1.01 |
Consumable Fuels | - | 0.76 |
Industrial Manufacturing | - | 0.45 |
Commercial Services & Supplies | - | 0.05 |
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