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) ₹24068 Cr ₹7688 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 1.06% 0.42%
6 Month 4.86% 1.85%
1 Year 18.32% 16.94%
3 Year 11.77% 11.9%
5 Year 15.53% 13.88%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month - -
1 Year - 10.87%
3 Year - 15.91%
5 Year - 15.94%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 10.55% 16.32%
3 Year 11.64% 16.42%
5 Year 11.39% 16.49%

Risk Management

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% 0.55%
Beta 0.92% 1.01%
Alpha 2.76% 1.21%

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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 31.05 21.41
Large Cap 48.51 55.4
Mid Cap 3.76 8.86
Small Cap 16.68 14.47

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

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

Others 31.05 21.41
Petroleum Products 5.85 3.52
IT - Software 5.43 8.15
Personal Products 1.8 0.88
Construction 7.91 3.64
Banks 22.73 16.22
Pharmaceuticals & Biotechnology 2.98 4.86
Realty 0.79 1.23
Power 1.55 1.07
Automobiles 0.45 4.06
Healthcare Services 1.85 1.42
Finance 0.55 3.68
Consumer Durables 0.09 3.49
Diversified FMCG 3.8 1.61
Media 0.09 -
Fertilizers & Agrochemicals 0.36 0.48
Auto Components 1.14 2.86
Transport Services 0.29 0.5
Telecom - Services 4.02 3.04
Industrial Manufacturing 0.68 1.47
Industrial Products 2.02 0.44
Textiles & Apparels 0.7 0.23
Beverages 1.45 1.22
Commercial Services & Supplies 1.31 -
Leisure Services 1.11 0.29
Electrical Equipment - 2.19
Non - Ferrous Metals - 0.89
Cement & Cement Products - 2.1
Ferrous Metals - 0.29
Retailing - 1.8
Chemicals & Petrochemicals - 1.7
IT - Services - 0.74
Insurance - 0.86
Transport Infrastructure - 1.59
Agricultural Food & other Products - 0.85
Aerospace & Defense - 1.36

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