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 Equity & Bond 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 Equity & Bond Fund- Regular Plan - Growth
Fund HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24098 Cr ₹9698 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Apr 2005 26 May 1999
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% 48%
Expense Ratio 1.68 1.77
Manager Dhruv Muchhal Kedar Karnik
ISIN Code INF179K01AS4 INF740K01318
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 of 1% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
1 Month 0.39% 4.17%
6 Month 12.1% 23.3%
1 Year 23.5% 29.9%
3 Year 15.32% 13.6%
5 Year 17.35% 18.7%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
6 Month - -
1 Year 10.45% 12.47%
3 Year 27.07% 28.55%
5 Year 55.69% 52.52%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
1 Year 18.02% 17.19%
3 Year 44.42% 40.7%
5 Year 59.82% 58.14%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
Standard Deviation 8.51% 10.24%
Sharp 0.99% 0.64%
Beta 0.92% 1.12%
Alpha 2.76% 1.57%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth
Name Dhruv Muchhal Kedar Karnik
Total AUM ₹520687 Cr ₹32997 Cr
Fund Manage 40 11
HDFC Hybrid Equity Fund - Growth Plan DSP Equity & Bond Fund- Regular Plan - Growth

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

DSP Equity & Bond Fund- Regular Plan - Growth

Others 29.92 28.72
Large Cap 49.31 42.72
Mid Cap 3.66 16.37
Small Cap 17.11 12.19

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

DSP Equity & Bond Fund- Regular Plan - Growth

Others 18.07 2.9
Financial 7.78 41.88
Petroleum Products 6.29 -
IT - Software 5.76 -
Personal Products 1.97 -
Construction 9.44 0.02
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 -
Textiles & Apparels 0.8 -
Beverages 1.39 -
Commercial Services & Supplies 1.4 -
Leisure Services 1.47 -
Unclassified 1.44 -
Sovereign - 10.05
Technology - 4.82
Consumer Staples - 6.14
Healthcare - 5.75
Chemicals - 2.65
Automobile - 8.22
Communication - 2.64
Insurance - 2.46
Services - 1.67
Metals & Mining - 2.22
Capital Goods - 3.04
Consumer Discretionary - 0.29
Materials - 2.58
Diversified - 1.49
Textiles - 1.18

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