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)	₹24068 Cr	₹5631 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	1.86
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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	1.06%	3.29%
6 Month	4.86%	4.32%
1 Year	18.32%	23.79%
3 Year	11.77%	14.45%
5 Year	15.53%	15.42%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	-	21.13%
3 Year	-	21.66%
5 Year	-	18.81%

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	31.05	26.52
Large Cap	48.51	32.69
Mid Cap	3.76	21.04
Small Cap	16.68	19.75

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Others	31.05	1.06
Petroleum Products	5.85	-
IT - Software	5.43	-
Personal Products	1.8	-
Construction	7.91	8.56
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	-	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