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 0.39% 4.9%
6 Month 12.1% 19.15%
1 Year 23.5% 29.02%
3 Year 15.32% 12.31%
5 Year 17.35% 16.03%

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 10.45% 13.36%
3 Year 27.07% 27.31%
5 Year 55.69% 50.92%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 18.02% 16.78%
3 Year 44.42% 38.97%
5 Year 59.82% 55.69%

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% 0.62%
Beta 0.92% 1%
Alpha 2.76% 1.13%

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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 29.92 19.62
Large Cap 49.31 56.77
Mid Cap 3.66 7.73
Small Cap 17.11 5.52

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

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

Others 18.07 3.05
Financial 7.78 29.36
Petroleum Products 6.29 -
IT - Software 5.76 -
Personal Products 1.97 -
Construction 9.44 2.91
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 5.17
Textiles & Apparels 0.8 -
Beverages 1.39 -
Commercial Services & Supplies 1.4 -
Leisure Services 1.47 -
Unclassified 1.44 -
Sovereign - 5.79
Capital Goods - 8.34
Technology - 6.52
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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