Axis Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹23354 Cr | ₹1530 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 | 2.16 |
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 | 5.35% | 5.97% |
6 Month | -5.61% | -8.12% |
1 Year | 7.17% | 10.32% |
3 Year | 12.33% | 8.61% |
5 Year | 21.14% | 16.29% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.44% | -1.98% |
1 Year | -1.89% | -1.46% |
3 Year | 11.39% | 10.78% |
5 Year | 14.01% | 10.89% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.65% | 13.82% |
3 Year | 11.72% | 11.42% |
5 Year | 11.49% | 12.03% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.334% | 11.361% |
Sharp | 0.486% | 0.081% |
Beta | 0.949% | 1.138% |
Alpha | 0.562% | -3.842% |
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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 |
Funds Managed | 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 | 33.28 | 26.15 |
Large Cap | 48.42 | 53.07 |
Small Cap | 15.63 | 12.25 |
Mid Cap | 2.67 | 8.54 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.45 | 23.83 |
Energy | 5.71 | 4.83 |
Technology | 8.82 | 8.94 |
Consumer Defensive | 6.79 | 1.81 |
Industrials | 9.19 | 6.59 |
Financial Services | 22.61 | 24.99 |
Healthcare | 4.18 | 8.38 |
Real Estate | 0.83 | 1.89 |
Consumer Cyclical | 3.29 | 8.5 |
Basic Materials | 0.58 | 4.63 |
Communication Services | 4.26 | 4.09 |
Utilities | 1.29 | 1.52 |
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