HDFC Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare
HDFC Hybrid Equity Fund - Growth Plan
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23354 Cr | ₹5282 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Apr 2005 | 07 Feb 2011 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 15.22% | 75% |
Expense Ratio | 1.68 | 1.85 |
Manager | Dhruv Muchhal | Gautam Bhupal |
ISIN Code | INF179K01AS4 | INF917K01LB0 |
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 | HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 4.75% | 6.35% |
6 Month | -3.41% | -12.51% |
1 Year | 8.01% | 3.5% |
3 Year | 11.54% | 10.42% |
5 Year | 20.51% | 17.45% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | -1.45% | -6.39% |
1 Year | -3.97% | -16.29% |
3 Year | 10.02% | 8.89% |
5 Year | 12.86% | 10.5% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 10.65% | 12.07% |
3 Year | 11.72% | 13.3% |
5 Year | 11.49% | 12.45% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.334% | 13.076% |
Sharp | 0.486% | 0.243% |
Beta | 0.949% | 1.201% |
Alpha | 0.562% | -1.847% |
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Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Gautam Bhupal |
Total AUM | ₹520687 Cr | ₹25949 Cr |
Funds Managed | 40 | 13 |
HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 33.28 | 24.62 |
Large Cap | 48.42 | 36.45 |
Small Cap | 15.63 | 17.06 |
Mid Cap | 2.67 | 21.87 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 32.45 | 24.62 |
Energy | 5.71 | 0.14 |
Technology | 8.82 | 12.19 |
Consumer Defensive | 6.79 | 0.98 |
Industrials | 9.19 | 23.24 |
Financial Services | 22.61 | 15.68 |
Healthcare | 4.18 | 1.64 |
Real Estate | 0.83 | 3.81 |
Consumer Cyclical | 3.29 | 13.51 |
Basic Materials | 0.58 | 0.2 |
Communication Services | 4.26 | 0.53 |
Utilities | 1.29 | 3.48 |
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