HSBC Aggressive Hybrid Fund vs HDFC Hybrid Equity 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	0.39%	1.26%
6 Month	12.1%	19.81%
1 Year	23.5%	35.19%
3 Year	15.32%	15.62%
5 Year	17.35%	16.95%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	10.45%	15.3%
3 Year	27.07%	32.33%
5 Year	55.69%	54.56%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	10.44%	11.63%
3 Year	11.74%	13.36%
5 Year	11.41%	12.24%

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	29.92	26.52
Large Cap	49.31	32.69
Mid Cap	3.66	21.04
Small Cap	17.11	19.75

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Others	18.07	1.06
Financial	7.78	27.74
Petroleum Products	6.29	-
IT - Software	5.76	-
Personal Products	1.97	-
Construction	9.44	8.56
Banks	23.78	-
Pharmaceuticals & Biotechnology	2.93	-
Realty	0.71	-
Power	1.65	-
Paper, Forest & Jute Products	0.17	-
Healthcare Services	1.6	-
Finance	0.56	-
Diversified FMCG	3.77	-
Media	0.1	-
Fertilizers & Agrochemicals	0.46	-
Auto Components	1.18	-
Transport Services	0.29	-
Telecom - Services	3.64	-
Industrial Manufacturing	0.69	-
Industrial Products	2.15	-
Energy	0.51	5.03
Textiles & Apparels	0.8	-
Beverages	1.39	-
Commercial Services & Supplies	1.4	-
Leisure Services	1.47	-
Unclassified	1.44	-
Sovereign	-	11.08
Capital Goods	-	23.98
Technology	-	6.45
Consumer Staples	-	1.72
Healthcare	-	2.54
Services	-	4.48
Metals & Mining	-	0.56
Automobile	-	4.23
Communication	-	1.12
Consumer Discretionary	-	1.29
Materials	-	0.16