HDFC Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹23354 Cr | ₹3712 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 06 Apr 2005 | 08 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 | 1.97 |
Manager | Dhruv Muchhal | Sushil Budhia |
ISIN Code | INF179K01AS4 | INF204K01FW1 |
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 | Nippon India Equity 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 | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Month | -1.93% | -2.13% |
6 Month | -5.22% | -6.71% |
1 Year | 5.03% | 5.88% |
3 Year | 11.34% | 13.21% |
5 Year | 14.31% | 12.13% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | -3.27% | -4.39% |
3 Year | 10.44% | 13.07% |
5 Year | 14% | 15.65% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 10.65% | 11.83% |
3 Year | 11.72% | 12.47% |
5 Year | 11.49% | 12.93% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Standard Deviation | 8.962% | 9.02% |
Sharp | 0.592% | 0.67% |
Beta | 0.944% | 1.05% |
Alpha | 0.437% | 2.96% |
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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 | 31.05 | 24.03 |
Large Cap | 48.51 | 54.73 |
Mid Cap | 3.76 | 9.88 |
Small Cap | 16.68 | 11.36 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 31.05 | 24.03 |
Petroleum Products | 5.85 | 3.02 |
IT - Software | 5.43 | 6.73 |
Personal Products | 1.8 | - |
Construction | 7.91 | 3.33 |
Banks | 22.73 | 15.98 |
Pharmaceuticals & Biotechnology | 2.98 | 3.79 |
Realty | 0.79 | 2.13 |
Power | 1.55 | 4.02 |
Automobiles | 0.45 | 4.53 |
Healthcare Services | 1.85 | 2.01 |
Finance | 0.55 | 2.18 |
Consumer Durables | 0.09 | 2.13 |
Diversified FMCG | 3.8 | 2.51 |
Media | 0.09 | - |
Fertilizers & Agrochemicals | 0.36 | - |
Auto Components | 1.14 | 1.29 |
Transport Services | 0.29 | 1.19 |
Telecom - Services | 4.02 | 3.23 |
Industrial Manufacturing | 0.68 | 0.59 |
Industrial Products | 2.02 | 1.22 |
Textiles & Apparels | 0.7 | - |
Beverages | 1.45 | 1.89 |
Commercial Services & Supplies | 1.31 | 0.11 |
Leisure Services | 1.11 | 1.08 |
Cement & Cement Products | - | 0.07 |
Retailing | - | 1.48 |
Aerospace & Defense | - | 1.02 |
Ferrous Metals | - | 2.62 |
Capital Markets | - | 2.74 |
Transport Infrastructure | - | 1.87 |
Insurance | - | 1.66 |
Financial Technology (Fintech) | - | 0.73 |
Consumable Fuels | - | 0.82 |
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