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) | ₹3936 Cr | ₹217 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 | 0.39% | 0.29% |
6 Month | 10.23% | 7.64% |
1 Year | 3.91% | 5.48% |
3 Year | 15.54% | 12.54% |
5 Year | 18.88% | 14.04% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | 3.23% | 3.18% |
1 Year | 6.09% | 7.28% |
3 Year | 13.73% | 11.91% |
5 Year | 14.71% | 11.09% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 11.23% | 11.43% |
3 Year | 12.93% | 10.24% |
5 Year | 13.05% | 10.31% |
Risk Management
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 9.02% | 8.76% |
Sharp | 1.09% | 0.77% |
Beta | 0.1% | 0.90% |
Alpha | 9.22% | 0.88% |
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 | 30.76 | 32.67 |
Large Cap | 48.89 | 48.22 |
Small Cap | 8.56 | 8.06 |
Mid Cap | 11.79 | 11.05 |
Sector Allocation
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 25.09 | 30.73 |
Communication Services | 3.62 | 4.37 |
Energy | 3.77 | 5.06 |
Industrials | 9.02 | 7.86 |
Technology | 6.31 | 8.08 |
Financial Services | 24.95 | 21.9 |
Consumer Cyclical | 7.55 | 8.03 |
Consumer Defensive | 3.58 | 4.67 |
Healthcare | 5.19 | 5.67 |
Basic Materials | 2.81 | 2.93 |
Real Estate | 3.87 | 0.71 |
Utilities | 4.25 | - |
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