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PGIM India Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
PGIM India Aggressive Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Fund | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹24854 Cr | ₹220 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Month | -2.68% | -1.32% |
| 6 Month | 4.83% | 3.6% |
| 1 Year | 3.63% | 6.72% |
| 3 Year | 13.28% | 13.04% |
| 5 Year | 17.78% | 13.98% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 3.89% | 3.72% |
| 1 Year | 7.18% | 6.95% |
| 3 Year | 11.9% | 12.03% |
| 5 Year | 13.32% | 11.18% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 10.19% | 11.43% |
| 3 Year | 11.86% | 10.24% |
| 5 Year | 11.69% | 10.31% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 8.67% | 8.76% |
| Sharp | 0.83% | 0.77% |
| Beta | 0.96% | 0.90% |
| Alpha | 0.90% | 0.58% |
Fund Managers
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Aggressive 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 Aggressive Hybrid Equity Fund - Growth Option |
Market Cap
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 32.94 | 32.59 |
| Large Cap | 48.81 | 47.69 |
| Small Cap | 16.3 | 7.87 |
| Mid Cap | 1.95 | 11.85 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 31.9 | 30.47 |
| Energy | 6.39 | 5.39 |
| Technology | 8.64 | 8.3 |
| Consumer Defensive | 6.13 | 4.76 |
| Industrials | 9.14 | 7.35 |
| Financial Services | 24.45 | 21.94 |
| Healthcare | 3.58 | 5.66 |
| Real Estate | 0.83 | 0.71 |
| Utilities | 0.22 | - |
| Consumer Cyclical | 3.3 | 7.65 |
| Basic Materials | 0.52 | 3.24 |
| Communication Services | 4.92 | 4.52 |
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