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 | 0.85% | 1.36% |
| 6 Month | 6.13% | 4.53% |
| 1 Year | 3.8% | 8.32% |
| 3 Year | 14.98% | 12.58% |
| 5 Year | 18.24% | 13.38% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 3.23% | 2.33% |
| 1 Year | 12.67% | 10.16% |
| 3 Year | 13.88% | 11.69% |
| 5 Year | 14.5% | 10.84% |
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% | 8.48% |
| Sharp | 1.04% | 0.66% |
| Beta | 0.12% | 0.88% |
| Alpha | 8.89% | 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 | 28.04 | 35.31 |
| Large Cap | 55.32 | 46.1 |
| Small Cap | 7.52 | 7.79 |
| Mid Cap | 9.12 | 10.8 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 23.2 | 33.44 |
| Telecom - Services | 3.52 | - |
| Petroleum Products | 3.04 | - |
| Electrical Equipment | 1.57 | - |
| IT - Software | 5.66 | - |
| Construction | 3.28 | - |
| Finance | 3.94 | - |
| Consumer Durables | 2.52 | - |
| Retailing | 2.97 | - |
| Diversified FMCG | 1.81 | - |
| Banks | 14.9 | - |
| Pharmaceuticals & Biotechnology | 2.62 | - |
| Healthcare Services | 1.96 | - |
| Aerospace & Defense | 1.11 | - |
| Ferrous Metals | 2.93 | - |
| Capital Markets | 2.25 | - |
| Realty | 2.22 | - |
| Transport Infrastructure | 2.62 | - |
| Power | 3.7 | - |
| Automobiles | 4.24 | - |
| Insurance | 2.14 | - |
| Industrial Products | 0.88 | - |
| Transport Services | 1.57 | - |
| Beverages | 1.64 | - |
| Leisure Services | 0.16 | - |
| Financial Technology (Fintech) | 0.71 | - |
| Consumable Fuels | 0.69 | - |
| Industrial Manufacturing | 0.9 | - |
| Cement & Cement Products | 0.33 | - |
| Auto Components | 0.92 | - |
| Energy | - | 4.99 |
| Technology | - | 7.07 |
| Industrials | - | 7.95 |
| Consumer Cyclical | - | 8.71 |
| Healthcare | - | 5.29 |
| Financial Services | - | 21.11 |
| Basic Materials | - | 2.82 |
| Consumer Defensive | - | 3.65 |
| Communication Services | - | 4.31 |
| Real Estate | - | 0.66 |
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