DSP Equity & Bond Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23354 Cr | ₹10137 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Apr 2005 | 27 May 1999 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 15.22% | 48% |
Expense Ratio | 1.68 | 1.75 |
Manager | Dhruv Muchhal | Kedar Karnik |
ISIN Code | INF179K01AS4 | INF740K01318 |
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 | DSP Aggressive Hybrid Fund - Regular Plan - 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 | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 5.35% | 5.83% |
6 Month | -5.61% | -4.61% |
1 Year | 7.17% | 16.96% |
3 Year | 12.33% | 14.93% |
5 Year | 21.14% | 20.47% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | -1.44% | 0.09% |
1 Year | -1.89% | 4.7% |
3 Year | 11.39% | 17.11% |
5 Year | 14.01% | 15.82% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 10.65% | 13.42% |
3 Year | 11.72% | 14.28% |
5 Year | 11.49% | 14.35% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.334% | 10.24% |
Sharp | 0.486% | 0.58% |
Beta | 0.949% | 1.09% |
Alpha | 0.562% | 2.71% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Kedar Karnik |
Total AUM | ₹520687 Cr | ₹32997 Cr |
Funds Managed | 40 | 11 |
HDFC Hybrid Equity Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 33.28 | 30.13 |
Large Cap | 48.42 | 47.74 |
Small Cap | 15.63 | 11.67 |
Mid Cap | 2.67 | 10.46 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.45 | 30.04 |
Energy | 5.71 | 0.75 |
Technology | 8.82 | 3.43 |
Consumer Defensive | 6.79 | 6.41 |
Industrials | 9.19 | 2.77 |
Financial Services | 22.61 | 31.25 |
Healthcare | 4.18 | 7.77 |
Real Estate | 0.83 | - |
Consumer Cyclical | 3.29 | 9.47 |
Basic Materials | 0.58 | 5.36 |
Communication Services | 4.26 | 1.5 |
Utilities | 1.29 | 1.24 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns21.54%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns21.03%
Kotak Flexicap Fund - Growth
3Y Returns14.9%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns12.19%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns6.14%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns5.58%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns17.96%
Invesco India Midcap Fund - Growth Option
3Y Returns22.15%