Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare

Link copied to clipboard!

tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

Invest Now

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

Invest Now

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) ₹23354 Cr ₹2371 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 06 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 1.95
Manager Dhruv Muchhal Dhawal Dalal
ISIN Code INF179K01AS4 INF754K01202
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 Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month 3.31% 2.97%
6 Month 0.86% -0.67%
1 Year 9.6% 12.27%
3 Year 13.01% 16.59%
5 Year 20.64% 22.08%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month 1.87% 1.01%
1 Year 2.09% 1.21%
3 Year 12.2% 16.74%
5 Year 14.21% 17.43%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 10.65% 10.27%
3 Year 11.72% 12.41%
5 Year 11.49% 11.84%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 9.334% 9.903%
Sharp 0.486% 0.882%
Beta 0.949% 1.029%
Alpha 0.562% 3.399%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 33.28 28.42
Large Cap 48.42 50.97
Small Cap 15.63 5.21
Mid Cap 2.67 15.41

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 32.45 28.01
Energy 5.71 4.7
Technology 8.82 7.17
Consumer Defensive 6.79 3.77
Industrials 9.19 5.43
Financial Services 22.61 21.01
Healthcare 4.18 11.34
Real Estate 0.83 0.82
Consumer Cyclical 3.29 8.63
Basic Materials 0.58 2.49
Communication Services 4.26 2.7
Utilities 1.29 3.93

Top Comparisons

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns7.42%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.24%

Compare Now

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns6.77%

VS

Aditya Birla Sun Life Low Duration Fund - Growth Plan Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns6.52%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns14.82%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns9.32%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns27.84%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns19.4%

Compare Now
Add to Cart Successfully