HDFC Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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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 Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24098 Cr ₹1856 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Apr 2005 12 Aug 2009
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% 81%
Expense Ratio 1.68 1.99
Manager Dhruv Muchhal Dhawal Dalal
ISIN Code INF179K01AS4 INF754K01202
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 for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month -3.23% -4.92%
6 Month 4.86% 6.69%
1 Year 18.32% 24.63%
3 Year 11.77% 15.64%
5 Year 15.53% 17.46%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 13.61% 18.27%
3 Year 15.81% 21.4%
5 Year 17.24% 20.67%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 10.55% 10.06%
3 Year 11.64% 12.09%
5 Year 11.39% 11.74%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.51% 8.47%
Sharp 0.99% 1.3%
Beta 0.92% 0.35%
Alpha 2.76% 7.89%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Dhawal Dalal
Total AUM ₹520687 Cr ₹25974 Cr
Fund Manage 40 12
HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 30.41 28.81
Large Cap 48.6 51.83
Mid Cap 4.06 13.26
Small Cap 16.93 6.1

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 30.41 6.92
Petroleum Products 6.38 -
IT - Software 5.46 -
Personal Products 1.97 -
Construction 8.25 2.83
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 - 7.46
Automobile - 8.32
Energy - 9.81
Technology - 4.88
Healthcare - 7.78
Financial - 23.63
Materials - 0.63
Metals & Mining - 2.95
Services - 5.42
Capital Goods - 4.4
Consumer Staples - 3.58
Consumer Discretionary - 1.3
Communication - 3.94
Unclassified - 6.15

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