Aditya Birla Sun Life Equity Hybrid 95 Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23354 Cr	₹7313 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	06 Apr 2005	10 Feb 1995
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	15.22%	85%
Expense Ratio	1.68	1.85
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179K01AS4	INF209K01BT5
Exits Load	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	4.17%	3.56%
6 Month	-3.94%	-7.14%
1 Year	7.06%	6.71%
3 Year	11.34%	8.98%
5 Year	20.64%	18.67%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	-1.45%	-2.88%
1 Year	-3.97%	-7.35%
3 Year	10.02%	10.33%
5 Year	12.86%	11.53%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	10.65%	16.33%
3 Year	11.72%	16.28%
5 Year	11.49%	16.39%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	9.334%	9.21%
Sharp	0.486%	0.2%
Beta	0.949%	1.1%
Alpha	0.562%	-1.23%

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Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name	Dhruv Muchhal	Dhaval Joshi
Total AUM	₹520687 Cr	₹361932 Cr
Funds Managed	40	55
	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	33.28	25.08
Large Cap	48.42	56.45
Small Cap	15.63	9.32
Mid Cap	2.67	9.12

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	32.45	21.92
Energy	5.71	-
Technology	8.82	-
Consumer Defensive	6.79	-
Industrials	9.19	-
Financial Services	22.61	-
Healthcare	4.18	-
Real Estate	0.83	-
Consumer Cyclical	3.29	-
Basic Materials	0.58	-
Communication Services	4.26	-
Utilities	1.29	-
Petroleum Products	-	3.72
Electrical Equipment	-	1.59
IT - Software	-	7.91
Retailing	-	2.43
Construction	-	2.97
Diversified FMCG	-	1.48
Non - Ferrous Metals	-	1.11
Banks	-	16.91
Pharmaceuticals & Biotechnology	-	4.46
Industrial Manufacturing	-	1.13
Healthcare Services	-	1.09
Auto Components	-	2.71
Cement & Cement Products	-	2.11
Realty	-	1.26
Consumer Durables	-	2.97
Chemicals & Petrochemicals	-	1.62
Automobiles	-	4.3
Personal Products	-	0.77
Finance	-	4.42
IT - Services	-	0.57
Insurance	-	1.23
Transport Infrastructure	-	1.59
Agricultural Food & other Products	-	0.91
Diversified Metals	-	0.42
Power	-	1.03
Fertilizers & Agrochemicals	-	0.44
Aerospace & Defense	-	1.07
Industrial Products	-	0.21
Telecom - Services	-	3.09
Transport Services	-	0.54
Ferrous Metals	-	0.24
Leisure Services	-	0.42
Beverages	-	1.1
Textiles & Apparels	-	0.23