PGIM India Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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PGIM India Hybrid Equity Fund - Growth Option

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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	PGIM India Hybrid Equity Fund - Growth Option
Fund	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23354 Cr	₹209 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	06 Apr 2005	05 Feb 2004
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%	62%
Expense Ratio	1.68	2.33
Manager	Dhruv Muchhal	Puneet Pal
ISIN Code	INF179K01AS4	INF663L01HC4
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	PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
1 Month	2.87%	3.76%
6 Month	0.76%	2.39%
1 Year	7.73%	9.53%
3 Year	13.29%	12.04%
5 Year	19.55%	15.8%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
6 Month	2.48%	2.84%
1 Year	2.44%	5.11%
3 Year	12.51%	13.11%
5 Year	14.35%	12.1%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
1 Year	10.65%	11.92%
3 Year	11.72%	10.08%
5 Year	11.49%	10.2%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation	9.334%	9.745%
Sharp	0.486%	0.358%
Beta	0.949%	0.94%
Alpha	0.562%	-0.447%

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Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
Name	Dhruv Muchhal	Puneet Pal
Total AUM	₹520687 Cr	₹20950 Cr
Funds Managed	40	19
	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
Others	33.28	32.95
Large Cap	48.42	47.3
Small Cap	15.63	8.48
Mid Cap	2.67	11.27

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
Others	32.45	32.95
Energy	5.71	4.82
Technology	8.82	11.68
Consumer Defensive	6.79	3.29
Industrials	9.19	8.46
Financial Services	22.61	20.2
Healthcare	4.18	5.97
Real Estate	0.83	-
Consumer Cyclical	3.29	4.28
Basic Materials	0.58	4.46
Communication Services	4.26	3.88
Utilities	1.29	-