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) | ₹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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