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) | ₹3960 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 | 0.68% | 0.21% |
| 6 Month | 8.37% | 7.35% |
| 1 Year | 3.29% | 6.26% |
| 3 Year | 16.23% | 13.74% |
| 5 Year | 18.98% | 13.65% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 2.61% | 1.92% |
| 1 Year | 12.24% | 10.57% |
| 3 Year | 14.16% | 12.01% |
| 5 Year | 14.76% | 11.15% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 11.02% | 11.3% |
| 3 Year | 13.01% | 10.28% |
| 5 Year | 13.15% | 10.36% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 9.02% | 8.59% |
| Sharp | 1.04% | 0.70% |
| Beta | 0.12% | 0.90% |
| Alpha | 8.89% | 0.55% |
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 | 32.1 | 35.31 |
| Large Cap | 48.52 | 46.1 |
| Small Cap | 8.13 | 7.79 |
| Mid Cap | 11.25 | 10.8 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 23.22 | 33.44 |
| Communication Services | 3.97 | 4.31 |
| Energy | 3.72 | 4.99 |
| Industrials | 9.5 | 7.95 |
| Technology | 7.11 | 7.07 |
| Financial Services | 23.6 | 21.11 |
| Consumer Cyclical | 9.21 | 8.71 |
| Consumer Defensive | 3.45 | 3.65 |
| Healthcare | 4.91 | 5.29 |
| Basic Materials | 3.25 | 2.82 |
| Real Estate | 3.55 | 0.66 |
| Utilities | 4.51 | - |
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