Nippon India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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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

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%

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%

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%

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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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

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

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