HDFC Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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% |
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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 |
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 |
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