HDFC Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon Nippon India Equity Hybrid Fund - Growth Plan

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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 Nippon India Equity Hybrid Fund - Growth Plan
Fund HDFC Hybrid Equity Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24098 Cr ₹3715 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Apr 2005 05 Jun 2005
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% 40%
Expense Ratio 1.68 1.99
Manager Dhruv Muchhal Sushil Budhia
ISIN Code INF179K01AS4 INF204K01FW1
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 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan
1 Month -3.23% -4.6%
6 Month 4.86% 5.72%
1 Year 18.32% 22.19%
3 Year 11.77% 14.11%
5 Year 15.53% 12.65%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan
6 Month - -
1 Year 13.61% 17.45%
3 Year 15.81% 19.96%
5 Year 17.24% 19.15%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan
1 Year 10.55% 11.65%
3 Year 11.64% 12.21%
5 Year 11.39% 12.91%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan
Standard Deviation 8.51% 9.02%
Sharp 0.99% 0.89%
Beta 0.92% 1.02%
Alpha 2.76% 5.03%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan
Name Dhruv Muchhal Sushil Budhia
Total AUM ₹520687 Cr ₹29447 Cr
Fund Manage 40 11
HDFC Hybrid Equity Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Nippon India Equity Hybrid Fund - Growth Plan

Others 30.41 28.12
Large Cap 48.6 56.68
Mid Cap 4.06 8.47
Small Cap 16.93 6.73

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Nippon India Equity Hybrid Fund - Growth Plan

Others 30.41 3.51
Petroleum Products 6.38 -
IT - Software 5.46 -
Personal Products 1.97 -
Construction 8.25 7.16
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 - 3.34
Materials - 1.97
Automobile - 5.96
Communication - 5.78
Energy - 9.79
Technology - 5.1
Financial - 29.86
Services - 5.2
Consumer Staples - 4.25
Healthcare - 6.95
Capital Goods - 4.71
Metals & Mining - 3.2
Insurance - 2.11
Consumer Discretionary - 1.11

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