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

HDFC Hybrid Equity Fund - Growth Plan

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

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)	₹24098 Cr	₹7844 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	01 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	1.84
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179K01AS4	INF209K01BT5
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	0.39%	3.71%
6 Month	12.1%	14.68%
1 Year	23.5%	27.3%
3 Year	15.32%	11.83%
5 Year	17.35%	15.91%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	-	-
1 Year	10.45%	13.36%
3 Year	27.07%	27.31%
5 Year	55.69%	50.92%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	18.02%	16.78%
3 Year	44.42%	38.97%
5 Year	59.82%	55.69%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	8.51%	9.21%
Sharp	0.99%	0.76%
Beta	0.92%	0.98%
Alpha	2.76%	1.03%

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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
Fund Manage	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
Large Cap	49.31	56.77
Small Cap	17.11	5.52
Others	29.92	19.62
Mid Cap	3.66	7.73

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Banks	23.78	-
Construction	9.44	2.91
Petroleum Products	6.29	-
IT - Software	5.76	-
Diversified FMCG	3.77	-
Telecom - Services	3.64	-
Industrial Products	2.15	-
Others	18.07	3.05
Leisure Services	1.47	-
Unclassified	1.44	-
Power	1.65	-
Pharmaceuticals & Biotechnology	2.93	-
Commercial Services & Supplies	1.4	-
Beverages	1.39	-
Personal Products	1.97	-
Financial	7.78	29.36
Textiles & Apparels	0.8	-
Healthcare Services	1.6	-
Realty	0.71	-
Industrial Manufacturing	0.69	-
Auto Components	1.18	-
Finance	0.56	-
Energy	0.51	5.17
Fertilizers & Agrochemicals	0.46	-
Transport Services	0.29	-
Paper, Forest & Jute Products	0.17	-
Media	0.1	-
Technology	-	6.52
Communication	-	2.88
Healthcare	-	4.6
Automobile	-	6.33
Capital Goods	-	8.34
Consumer Discretionary	-	3.16
Materials	-	2.34
Sovereign	-	5.79
Consumer Staples	-	5.01
Metals & Mining	-	1.55
Services	-	1.62
Diversified	-	0.53
Chemicals	-	0.48