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

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon 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

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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