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 0.39% 2.16%
6 Month 12.1% 17.26%
1 Year 23.5% 36.9%
3 Year 15.32% 19.75%
5 Year 17.35% 20.14%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.45% 13.68%
3 Year 27.07% 35.39%
5 Year 55.69% 65.89%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 18.02% 19.57%
3 Year 44.42% 51.09%
5 Year 59.82% 72.25%

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% 1.4%
Beta 0.92% 0.92%
Alpha 2.76% 6.68%

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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 29.92 28.81
Large Cap 49.31 51.83
Mid Cap 3.66 13.26
Small Cap 17.11 6.1

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 18.07 6.92
Financial 7.78 23.63
Petroleum Products 6.29 -
IT - Software 5.76 -
Personal Products 1.97 -
Construction 9.44 2.83
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 9.81
Textiles & Apparels 0.8 -
Beverages 1.39 -
Commercial Services & Supplies 1.4 -
Leisure Services 1.47 -
Unclassified 1.44 6.15
Sovereign - 7.46
Automobile - 8.32
Technology - 4.88
Healthcare - 7.78
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

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