HDFC Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare

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)	₹24098 Cr	₹5719 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Apr 2005	30 Jan 2013
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	1.87
Manager	Dhruv Muchhal	Gautam Bhupal
ISIN Code	INF179K01AS4	INF917K01LB0
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 of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	-3.23%	-2.47%
6 Month	4.86%	6.4%
1 Year	18.32%	26.35%
3 Year	11.77%	12.58%
5 Year	15.53%	14.94%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	13.61%	19.57%
3 Year	15.81%	19.93%
5 Year	17.24%	17.71%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	10.55%	11.74%
3 Year	11.64%	13.3%
5 Year	11.39%	12.19%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	8.51%	10.22%
Sharp	0.99%	0.89%
Beta	0.92%	1.02%
Alpha	2.76%	2.87%

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
Fund Manage	40	13
	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Others	30.41	26.52
Large Cap	48.6	32.69
Mid Cap	4.06	21.04
Small Cap	16.93	19.75

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Others	30.41	1.06
Petroleum Products	6.38	-
IT - Software	5.46	-
Personal Products	1.97	-
Construction	8.25	8.56
Banks	22.06	-
Pharmaceuticals & Biotechnology	3	-
Realty	0.75	-
Power	1.63	-
Automobiles	0.26	-
Healthcare Services	1.84	-
Finance	0.57	-
Consumer Durables	0.07	-
Diversified FMCG	3.91	-
Media	0.09	-
Fertilizers & Agrochemicals	0.37	-
Auto Components	1.23	-
Transport Services	0.29	-
Telecom - Services	4.14	-
Industrial Manufacturing	0.68	-
Industrial Products	2.07	-
Textiles & Apparels	0.69	-
Beverages	1.55	-
Commercial Services & Supplies	1.21	-
Leisure Services	1.12	-
Sovereign	-	11.08
Energy	-	5.03
Capital Goods	-	23.98
Technology	-	6.45
Consumer Staples	-	1.72
Financial	-	27.74
Healthcare	-	2.54
Services	-	4.48
Metals & Mining	-	0.56
Automobile	-	4.23
Communication	-	1.12
Consumer Discretionary	-	1.29
Materials	-	0.16