Nippon India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Nippon India Aggressive Hybrid Fund - Regular - Growth
Chart Comparison
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) | ₹23996 Cr | ₹3894 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 | 0.92% | 1.86% |
6 Month | 10.44% | 13.3% |
1 Year | 0.94% | 1.2% |
3 Year | 11.85% | 15.17% |
5 Year | 17.2% | 18.93% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Aggressive Hybrid Fund - Regular - Growth |
---|---|---|
6 Month | 1.63% | 3.49% |
1 Year | 7.63% | 10.64% |
3 Year | 11.06% | 14.31% |
5 Year | 12.46% | 14.85% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Aggressive Hybrid Fund - Regular - Growth |
---|---|---|
1 Year | 10.19% | 11.23% |
3 Year | 11.86% | 12.93% |
5 Year | 11.69% | 13.05% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Aggressive Hybrid Fund - Regular - Growth |
---|---|---|
Standard Deviation | 8.70% | 9.02% |
Sharp | 0.60% | 0.93% |
Beta | 0.96% | 0.09% |
Alpha | 0.49% | 8.12% |
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 | 32.85 | 30.76 |
Large Cap | 48.84 | 48.89 |
Small Cap | 16.61 | 8.56 |
Mid Cap | 1.71 | 11.79 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
---|---|---|
Others | 31.79 | 23.82 |
Energy | 5.88 | 3.77 |
Technology | 7.82 | 6.31 |
Consumer Defensive | 6.22 | 3.58 |
Industrials | 9.82 | 10.28 |
Financial Services | 24.44 | 24.95 |
Healthcare | 3.99 | 5.19 |
Real Estate | 0.84 | 3.87 |
Utilities | 0.22 | 4.25 |
Consumer Cyclical | 4.34 | 7.55 |
Basic Materials | 0.67 | 2.81 |
Communication Services | 3.98 | 3.62 |
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