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PGIM India Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon PGIM India Aggressive 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 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) ₹23996 Cr ₹217 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 1.89% 2.06%
6 Month 11.25% 12.84%
1 Year 1.61% 3.68%
3 Year 12.73% 13.09%
5 Year 17.46% 13.81%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month 1.63% 3.23%
1 Year 7.63% 10.73%
3 Year 11.06% 12.44%
5 Year 12.46% 11.29%

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 8.70% 8.76%
Sharp 0.60% 0.60%
Beta 0.96% 0.90%
Alpha 0.49% 0.85%

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 33.09 33.87
Large Cap 49.15 46.81
Small Cap 16.25 8.04
Mid Cap 1.5 11.28

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Others 32 31.87
Energy 5.58 4.99
Technology 7.78 8.2
Consumer Defensive 6.07 3.82
Industrials 9.77 7.8
Financial Services 24.2 21.06
Healthcare 4.04 5.7
Real Estate 0.87 0.68
Utilities 0.22 -
Consumer Cyclical 4.95 8.65
Basic Materials 0.59 2.87
Communication Services 3.93 4.35

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