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
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Month | -3.61% | -4.26% |
6 Month | -6.67% | -8.53% |
1 Year | 2.82% | 4.6% |
3 Year | 13.06% | 10.41% |
5 Year | 15.87% | 14.26% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
6 Month | -5.43% | -6.83% |
1 Year | -7.39% | -9.43% |
3 Year | 9.16% | 9.81% |
5 Year | 12.88% | 11.79% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | 8.962% | 9.21% |
Sharp | 0.592% | 0.38% |
Beta | 0.944% | 1.02% |
Alpha | 0.437% | 0.16% |
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Fund Managers
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 |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 33.27952 | 24.75891 |
Large Cap | 48.41603 | 55.81041 |
Small Cap | 15.63185 | 9.97735 |
Mid Cap | 2.67257 | 9.45336 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 32.44806 | 21.35738 |
Energy | 5.70733 | 3.68289 |
Technology | 8.82123 | 9.07526 |
Consumer Defensive | 6.79019 | 5.23374 |
Industrials | 9.18579 | 10.92015 |
Financial Services | 22.61192 | 21.43423 |
Healthcare | 4.1829 | 5.67669 |
Real Estate | 0.83146 | 1.21235 |
Consumer Cyclical | 3.29404 | 12.15979 |
Basic Materials | 0.57611 | 5.14326 |
Communication Services | 4.25929 | 3.1003 |
Utilities | 1.29165 | 1.00399 |
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