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) | ₹4081 Cr | ₹216 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 | 0.42% | -0.14% |
| 6 Month | 5.16% | 4.1% |
| 1 Year | 6.41% | 6.18% |
| 3 Year | 14.89% | 11.96% |
| 5 Year | 17.44% | 11.99% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 2.19% | 1.04% |
| 1 Year | 11.9% | 8.62% |
| 3 Year | 13.7% | 11.21% |
| 5 Year | 14.45% | 10.72% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 11.02% | 11.09% |
| 3 Year | 13.46% | 10.39% |
| 5 Year | 13.02% | 10.43% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 9.02% | 8.48% |
| Sharp | 1% | 0.66% |
| Beta | 1.04% | 0.88% |
| Alpha | 2.54% | 0.15% |
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 | 32.62 | 35.42 |
| Large Cap | 48.56 | 45.88 |
| Small Cap | 8.09 | 8 |
| Mid Cap | 10.72 | 10.69 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 23.84 | 32.45 |
| Communication Services | 4.2 | 4.57 |
| Energy | 3.79 | 5.28 |
| Industrials | 9.23 | 7.45 |
| Technology | 7.06 | 8.16 |
| Financial Services | 23.41 | 21.16 |
| Consumer Cyclical | 9.08 | 8.52 |
| Consumer Defensive | 3.87 | 3.65 |
| Healthcare | 4.72 | 5.33 |
| Basic Materials | 3.25 | 2.68 |
| Real Estate | 3.46 | 0.74 |
| Utilities | 4.08 | - |
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