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)	₹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	-2.79%	-7.15%
6 Month	-3.11%	-2.9%
1 Year	9.05%	14.11%
3 Year	11.39%	11.19%
5 Year	14.7%	13.57%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	2.65%	6.24%
3 Year	12.61%	16.97%
5 Year	15.25%	16.01%

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	23.58
Large Cap	48.51	33.77
Mid Cap	3.76	21.25
Small Cap	16.68	21.4

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	HSBC Aggressive Hybrid Fund - Regular Growth
Others	31.05	23.58
Petroleum Products	5.85	0.13
IT - Software	5.43	6.87
Personal Products	1.8	-
Construction	7.91	1.41
Banks	22.73	6.36
Pharmaceuticals & Biotechnology	2.98	0.76
Realty	0.79	3.54
Power	1.55	4.17
Automobiles	0.45	2.74
Healthcare Services	1.85	0.66
Finance	0.55	3.26
Consumer Durables	0.09	2.94
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	0.91
Industrial Manufacturing	0.68	0.4
Industrial Products	2.02	3.81
Textiles & Apparels	0.7	-
Beverages	1.45	0.83
Commercial Services & Supplies	1.31	-
Leisure Services	1.11	0.81
Electrical Equipment	-	17.94
Food Products	-	0.21
Capital Markets	-	5.42
Retailing	-	8.45
Aerospace & Defense	-	4.37
Cement & Cement Products	-	0.18