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) ₹24068 Cr ₹2195 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 1.97
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 -2.79% -2.82%
6 Month -3.11% -1.13%
1 Year 9.05% 14.53%
3 Year 11.39% 14.98%
5 Year 14.7% 16.85%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 2.65% 7.14%
3 Year 12.61% 18.6%
5 Year 15.25% 19.07%

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 31.05 28.81
Large Cap 48.51 51.83
Mid Cap 3.76 13.26
Small Cap 16.68 6.1

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 31.05 6.92
Petroleum Products 5.85 -
IT - Software 5.43 -
Personal Products 1.8 -
Construction 7.91 2.83
Banks 22.73 -
Pharmaceuticals & Biotechnology 2.98 -
Realty 0.79 -
Power 1.55 -
Automobiles 0.45 -
Healthcare Services 1.85 -
Finance 0.55 -
Consumer Durables 0.09 -
Diversified FMCG 3.8 -
Media 0.09 -
Fertilizers & Agrochemicals 0.36 -
Auto Components 1.14 -
Transport Services 0.29 -
Telecom - Services 4.02 -
Industrial Manufacturing 0.68 -
Industrial Products 2.02 -
Textiles & Apparels 0.7 -
Beverages 1.45 -
Commercial Services & Supplies 1.31 -
Leisure Services 1.11 -
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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