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) | ₹24081 Cr | ₹3960 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 | 2.39% | 2.12% |
| 6 Month | 4.97% | 6.66% |
| 1 Year | 5.55% | 5.37% |
| 3 Year | 12.6% | 15.29% |
| 5 Year | 17.65% | 19.33% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | -0.26% | 0.96% |
| 1 Year | 5.44% | 8.18% |
| 3 Year | 9.52% | 12.41% |
| 5 Year | 11.36% | 13.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 10.1% | 11.02% |
| 3 Year | 11.92% | 13.01% |
| 5 Year | 11.75% | 13.15% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 8.37% | 9.03% |
| Sharp | 0.69% | 0.91% |
| Beta | 0.94% | 1.02% |
| Alpha | -0.10% | 1.87% |
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 | 33.5 | 32.1 |
| Large Cap | 48.48 | 48.52 |
| Small Cap | 16.35 | 8.13 |
| Mid Cap | 1.68 | 11.25 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 32.34 | 23.22 |
| Energy | 5.75 | 3.72 |
| Technology | 7.84 | 7.11 |
| Consumer Defensive | 5.74 | 3.45 |
| Industrials | 9.87 | 9.5 |
| Financial Services | 24.14 | 23.6 |
| Healthcare | 3.75 | 4.91 |
| Real Estate | 0.93 | 3.55 |
| Utilities | 0.23 | 4.51 |
| Consumer Cyclical | 5.44 | 9.21 |
| Basic Materials | 0.53 | 3.25 |
| Communication Services | 3.43 | 3.97 |
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