PGIM India Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

Link copied to clipboard!

HDFC Hybrid Equity Fund - Growth Plan

Invest Now

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Invest Now

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 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)	₹24461 Cr	₹214 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 Aggressive Hybrid Equity Fund - Growth Option
1 Month	1.87%	2.82%
6 Month	5.73%	4.08%
1 Year	6.89%	7.36%
3 Year	17.21%	16.15%
5 Year	19.78%	15.89%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month	7.64%	7.24%
1 Year	12.39%	12.37%
3 Year	14.46%	14.45%
5 Year	15.02%	12.67%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Year	10.36%	11.67%
3 Year	11.75%	10.13%
5 Year	11.6%	10.27%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation	9.46%	9.46%
Sharp	0.88%	0.73%
Beta	0.96%	0.90%
Alpha	0.93%	-0.06%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Aggressive 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 Aggressive 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	-