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) | ₹4102 Cr | ₹215 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 | -2.56% | -3.42% |
| 6 Month | -0.7% | -3.5% |
| 1 Year | 7.31% | 3.65% |
| 3 Year | 14.03% | 10.37% |
| 5 Year | 14.25% | 9.22% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | -0.26% | -1.95% |
| 1 Year | 7.05% | 1.79% |
| 3 Year | 10.99% | 8.04% |
| 5 Year | 12.73% | 8.88% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 10.78% | 10.99% |
| 3 Year | 13.6% | 10.44% |
| 5 Year | 13.1% | 10.44% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 9.02% | 9.33% |
| Sharp | 1.01% | 0.69% |
| Beta | 1.04% | 0.95% |
| Alpha | 2.56% | 0.04% |
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 | 32.7 | 37.64 |
| Large Cap | 49.09 | 44.72 |
| Small Cap | 7.65 | 3.78 |
| Mid Cap | 10.57 | 13.86 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 22.17 | 32.22 |
| Communication Services | 4.29 | 4.7 |
| Energy | 3.97 | 5.33 |
| Industrials | 9.21 | 6.1 |
| Technology | 6.73 | 8.14 |
| Consumer Cyclical | 9.87 | 9.34 |
| Financial Services | 23.7 | 23.28 |
| Consumer Defensive | 3.76 | 3.73 |
| Healthcare | 4.68 | 3.92 |
| Basic Materials | 3.23 | 2.56 |
| Real Estate | 4.34 | 0.68 |
| Utilities | 4.03 | - |
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