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DSP Equity & Bond 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 DSP Aggressive Hybrid Fund- Regular Plan - Growth

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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 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 3.05% 3.65%
6 Month -0.52% 0.88%
1 Year 10.1% 18.86%
3 Year 12.57% 15.5%
5 Year 20.74% 20.39%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 1.87% 3.04%
1 Year 2.09% 7.95%
3 Year 12.2% 18%
5 Year 14.21% 16.14%

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% 0.6%
Beta 0.949% 1.11%
Alpha 0.562% 3.37%

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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 31.3
Large Cap 48.42 46.53
Small Cap 15.63 11.1
Mid Cap 2.67 11.08

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Others 32.45 31.21
Energy 5.71 1
Technology 8.82 3.74
Consumer Defensive 6.79 6.17
Industrials 9.19 2.87
Financial Services 22.61 31.37
Healthcare 4.18 7.7
Real Estate 0.83 -
Consumer Cyclical 3.29 8.45
Basic Materials 0.58 4.71
Communication Services 4.26 1.45
Utilities 1.29 1.35

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