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 Average
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 08 May 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

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month -3.23% -4.25%
6 Month 4.86% 8.66%
1 Year 18.32% 21.16%
3 Year 11.77% 6.62%
5 Year 15.53% 12.05%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 13.61% 19.34%
3 Year 15.81% 14.72%
5 Year 17.24% 14%

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 30.41 26.04
Large Cap 48.6 51.78
Mid Cap 4.06 11.07
Small Cap 16.93 11.11

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 30.41 1.05
Petroleum Products 6.38 -
IT - Software 5.46 -
Personal Products 1.97 -
Construction 8.25 5.13
Banks 22.06 -
Pharmaceuticals & Biotechnology 3 -
Realty 0.75 -
Power 1.63 -
Automobiles 0.26 -
Healthcare Services 1.84 -
Finance 0.57 -
Consumer Durables 0.07 -
Diversified FMCG 3.91 -
Media 0.09 -
Fertilizers & Agrochemicals 0.37 -
Auto Components 1.23 -
Transport Services 0.29 -
Telecom - Services 4.14 -
Industrial Manufacturing 0.68 -
Industrial Products 2.07 -
Textiles & Apparels 0.69 -
Beverages 1.55 -
Commercial Services & Supplies 1.21 -
Leisure Services 1.12 -
Financial - 28.94
Sovereign - 9.3
Materials - 3.06
Energy - 5.84
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

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