Axis Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

HDFC Hybrid Equity Fund - Growth Plan

Axis Equity Hybrid Fund - Regular Plan - Growth Option

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Axis Equity Hybrid Fund - Regular Plan - Growth Option
Fund	HDFC Hybrid Equity Fund - Growth Plan	Axis Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24098 Cr	₹1643 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Apr 2005	05 Aug 2018
Category	Aggressive	Aggressive
Fund Type	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	2.14
Manager	Dhruv Muchhal	R Sivakumar
ISIN Code	INF179K01AS4	INF846K01E90
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 for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Month	0.39%	2.11%
6 Month	12.1%	17.53%
1 Year	23.5%	27.66%
3 Year	15.32%	10.59%
5 Year	17.35%	14.68%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Axis Equity Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	10.45%	10.09%
3 Year	27.07%	18.75%
5 Year	55.69%	37.5%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Year	18.02%	13.88%
3 Year	44.42%	30.41%
5 Year	59.82%	42.52%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Axis Equity 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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Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Axis Equity 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 Equity Hybrid Fund - Regular Plan - Growth Option

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Axis Equity Hybrid Fund - Regular Plan - Growth Option
Others	29.92	26.04
Large Cap	49.31	51.78
Mid Cap	3.66	11.07
Small Cap	17.11	11.11

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Axis Equity Hybrid Fund - Regular Plan - Growth Option
Others	18.07	1.05
Financial	7.78	28.94
Petroleum Products	6.29	-
IT - Software	5.76	-
Personal Products	1.97	-
Construction	9.44	5.13
Banks	23.78	-
Pharmaceuticals & Biotechnology	2.93	-
Realty	0.71	-
Power	1.65	-
Paper, Forest & Jute Products	0.17	-
Healthcare Services	1.6	-
Finance	0.56	-
Diversified FMCG	3.77	-
Media	0.1	-
Fertilizers & Agrochemicals	0.46	-
Auto Components	1.18	-
Transport Services	0.29	-
Telecom - Services	3.64	-
Industrial Manufacturing	0.69	-
Industrial Products	2.15	-
Energy	0.51	5.84
Textiles & Apparels	0.8	-
Beverages	1.39	-
Commercial Services & Supplies	1.4	-
Leisure Services	1.47	-
Unclassified	1.44	-
Sovereign	-	9.3
Materials	-	3.06
Technology	-	6.62
Consumer Staples	-	3.09
Metals & Mining	-	0.4
Capital Goods	-	0.95
Healthcare	-	6.18
Chemicals	-	4.79
Automobile	-	9.95
Insurance	-	1.04
Communication	-	5.57
Services	-	6.64
Consumer Discretionary	-	1.06
Textiles	-	0.39