Nippon India Equity Hybrid Fund vs HDFC Hybrid Equity 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) ₹24068 Cr ₹3858 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 1.98
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 -3.23% 1.21%
6 Month 4.86% 3.38%
1 Year 18.32% 16.76%
3 Year 11.77% 15.59%
5 Year 15.53% 13.03%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan
6 Month - -
1 Year - 11.2%
3 Year - 18.62%
5 Year - 18.69%

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% 0.94%
Beta 0.92% 1.03%
Alpha 2.76% 4.71%

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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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