PGIM India Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
PGIM India Aggressive Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹4134 Cr | ₹219 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 08 Jun 2005 | 05 Feb 2004 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 40% | 62% |
| Expense Ratio | 1.97 | 2.33 |
| Manager | Sushil Budhia | Puneet Pal |
| ISIN Code | INF204K01FW1 | INF663L01HC4 |
| Exits Load | Nippon India Equity Hybrid 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 | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Month | -1.06% | -1.03% |
| 6 Month | 4.22% | 2.83% |
| 1 Year | 4.87% | 3.47% |
| 3 Year | 14.56% | 11.25% |
| 5 Year | 15.98% | 10.8% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 0.55% | -0.75% |
| 1 Year | 9% | 4.99% |
| 3 Year | 12.37% | 9.74% |
| 5 Year | 13.63% | 9.89% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 10.92% | 11.07% |
| 3 Year | 13.53% | 10.42% |
| 5 Year | 13.05% | 10.45% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 9.02% | 8.44% |
| Sharp | 0.94% | 0.59% |
| Beta | 1.05% | 0.88% |
| Alpha | 2.54% | - |
Fund Managers
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Name | Sushil Budhia | Puneet Pal |
| Total AUM | ₹29447 Cr | ₹20950 Cr |
| Funds Managed | 11 | 19 |
| Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
Market Cap
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 32.92 | 35.67 |
| Large Cap | 48.52 | 46.17 |
| Small Cap | 7.86 | 7.72 |
| Mid Cap | 10.69 | 10.44 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 23.5 | 32.72 |
| Communication Services | 4.21 | 4.61 |
| Energy | 3.88 | 5.48 |
| Industrials | 9.31 | 7.31 |
| Technology | 7.09 | 8.08 |
| Financial Services | 23.85 | 21.29 |
| Consumer Cyclical | 9.13 | 8.51 |
| Consumer Defensive | 3.82 | 3.6 |
| Healthcare | 4.78 | 5.14 |
| Basic Materials | 3.12 | 2.56 |
| Real Estate | 3.45 | 0.7 |
| Utilities | 3.86 | - |
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