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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 Equity Hybrid Fund - Growth Plan

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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 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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