Axis Equity Hybrid 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 Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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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 Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund HDFC Hybrid Equity Fund - Growth Plan Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24068 Cr ₹1619 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 06 Apr 2005 09 Aug 2018
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% 0.0%
Expense Ratio 1.68 2.12
Manager Dhruv Muchhal R Sivakumar
ISIN Code INF179K01AS4 INF846K01E90
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 Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month -2.79% -2.78%
6 Month -3.11% -1.38%
1 Year 9.05% 12.65%
3 Year 11.39% 6.65%
5 Year 14.7% 11.22%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 2.65% 6.11%
3 Year 12.61% 11.72%
5 Year 15.25% 12.03%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 10.55% 13.5%
3 Year 11.64% 11.65%
5 Year 11.39% 12.05%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.51% 10.51%
Sharp 0.99% 0.47%
Beta 0.92% 1.15%
Alpha 2.76% -2.21%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Name Dhruv Muchhal R Sivakumar
Total AUM ₹520687 Cr ₹9709 Cr
Fund Manage 40 10
HDFC Hybrid Equity Fund - Growth Plan Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 31.05 23.52
Large Cap 48.51 54.27
Mid Cap 3.76 8.69
Small Cap 16.68 13.57

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 31.05 23.52
Petroleum Products 5.85 3.48
IT - Software 5.43 7.07
Personal Products 1.8 0.42
Construction 7.91 3.55
Banks 22.73 14.89
Pharmaceuticals & Biotechnology 2.98 6.46
Realty 0.79 2.31
Power 1.55 2.16
Automobiles 0.45 3.8
Healthcare Services 1.85 1.43
Finance 0.55 7.17
Consumer Durables 0.09 -
Diversified FMCG 3.8 0.34
Media 0.09 -
Fertilizers & Agrochemicals 0.36 3.54
Auto Components 1.14 2.45
Transport Services 0.29 -
Telecom - Services 4.02 3.05
Industrial Manufacturing 0.68 0.98
Industrial Products 2.02 0.04
Textiles & Apparels 0.7 -
Beverages 1.45 0.19
Commercial Services & Supplies 1.31 0.09
Leisure Services 1.11 -
Cement & Cement Products - 0.13
Non - Ferrous Metals - 0.39
Electrical Equipment - 1.79
Chemicals & Petrochemicals - 1.15
Aerospace & Defense - 0.47
Insurance - 1.7
Retailing - 4.49
Oil - 0.66
Food Products - 0.16
Household Products - 1.16
Consumable Fuels - 1.01

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