HSBC Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹23354 Cr | ₹5282 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 | 1.85 |
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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | -1.93% | -6.9% |
6 Month | -5.22% | -12.39% |
1 Year | 5.03% | 4.88% |
3 Year | 11.34% | 10.08% |
5 Year | 14.31% | 11.8% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -2.16% | -12.97% |
3 Year | 10.76% | 9.87% |
5 Year | 13.99% | 11.67% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 10.65% | 12.07% |
3 Year | 11.72% | 13.3% |
5 Year | 11.49% | 12.45% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 8.962% | 11.72% |
Sharp | 0.592% | 0.469% |
Beta | 0.944% | 1.116% |
Alpha | 0.437% | -0.258% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 31.05 | 23.48 |
Large Cap | 48.51 | 34.5 |
Mid Cap | 3.76 | 25.17 |
Small Cap | 16.68 | 16.85 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 31.05 | 23.48 |
Petroleum Products | 5.85 | 0.13 |
IT - Software | 5.43 | 6.2 |
Personal Products | 1.8 | - |
Construction | 7.91 | 0.76 |
Banks | 22.73 | 7.34 |
Pharmaceuticals & Biotechnology | 2.98 | 0.9 |
Realty | 0.79 | 4.18 |
Power | 1.55 | 3.74 |
Automobiles | 0.45 | 2.68 |
Healthcare Services | 1.85 | 0.76 |
Finance | 0.55 | 1.66 |
Consumer Durables | 0.09 | 3.84 |
Diversified FMCG | 3.8 | - |
Media | 0.09 | - |
Fertilizers & Agrochemicals | 0.36 | - |
Auto Components | 1.14 | 0.21 |
Transport Services | 0.29 | 0.04 |
Telecom - Services | 4.02 | 0.48 |
Industrial Manufacturing | 0.68 | 0.81 |
Industrial Products | 2.02 | 3.87 |
Textiles & Apparels | 0.7 | - |
Beverages | 1.45 | 0.86 |
Commercial Services & Supplies | 1.31 | - |
Leisure Services | 1.11 | 0.89 |
Electrical Equipment | - | 17.91 |
Food Products | - | 0.2 |
Capital Markets | - | 5.71 |
Retailing | - | 8.56 |
Aerospace & Defense | - | 4.19 |
Financial Technology (Fintech) | - | 0.42 |
Cement & Cement Products | - | 0.18 |
Top Comparisons
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns20.05%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns27.06%
HSBC Infrastructure Fund - Regular Growth
3Y Returns20.92%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.47%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
Nippon India Strategic Debt Fund - Growth Option
3Y Returns5.89%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns5.41%