HDFC Hybrid Equity Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 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 Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24098 Cr ₹7844 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 01 Apr 2005 10 Feb 1995
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% 85%
Expense Ratio 1.68 1.84
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01AS4 INF209K01BT5
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 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month -3.23% -4.03%
6 Month 4.86% 5.95%
1 Year 18.32% 21.95%
3 Year 11.77% 9.88%
5 Year 15.53% 13.69%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month - -
1 Year 13.61% 16.73%
3 Year 15.81% 16.84%
5 Year 17.24% 16.44%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 10.55% 16.32%
3 Year 11.64% 16.42%
5 Year 11.39% 16.49%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 8.51% 9.21%
Sharp 0.99% 0.45%
Beta 0.92% 1.02%
Alpha 2.76% 0.92%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 30.41 19.62
Large Cap 48.6 56.77
Mid Cap 4.06 7.73
Small Cap 16.93 5.52

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 30.41 3.05
Petroleum Products 6.38 -
IT - Software 5.46 -
Personal Products 1.97 -
Construction 8.25 2.91
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 -
Sovereign - 5.79
Energy - 5.17
Capital Goods - 8.34
Technology - 6.52
Financial - 29.36
Consumer Staples - 5.01
Metals & Mining - 1.55
Healthcare - 4.6
Materials - 2.34
Chemicals - 0.48
Automobile - 6.33
Services - 1.62
Consumer Discretionary - 3.16
Communication - 2.88
Diversified - 0.53

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