PGIM India Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23354 Cr | ₹209 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Apr 2005 | 05 Feb 2004 |
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% | 62% |
Expense Ratio | 1.68 | 2.33 |
Manager | Dhruv Muchhal | Puneet Pal |
ISIN Code | INF179K01AS4 | INF663L01HC4 |
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 | PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Month | -3.61% | -5.37% |
6 Month | -6.67% | -5.34% |
1 Year | 2.82% | 5.6% |
3 Year | 13.06% | 11.9% |
5 Year | 15.87% | 12.11% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | -5.43% | -5.24% |
1 Year | -7.39% | -5.32% |
3 Year | 9.16% | 9.46% |
5 Year | 12.88% | 10.29% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 10.65% | 11.92% |
3 Year | 11.72% | 10.08% |
5 Year | 11.49% | 10.2% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 8.962% | 9.842% |
Sharp | 0.592% | 0.348% |
Beta | 0.944% | 0.966% |
Alpha | 0.437% | -1.554% |
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Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Puneet Pal |
Total AUM | ₹520687 Cr | ₹20950 Cr |
Fund Manage | 40 | 19 |
HDFC Hybrid Equity Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 33.27952 | 32.94598 |
Large Cap | 48.41603 | 47.29828 |
Small Cap | 15.63185 | 8.48465 |
Mid Cap | 2.67257 | 11.27106 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 32.44806 | 32.94598 |
Energy | 5.70733 | 4.81831 |
Technology | 8.82123 | 11.67864 |
Consumer Defensive | 6.79019 | 3.29453 |
Industrials | 9.18579 | 8.46108 |
Financial Services | 22.61192 | 20.19944 |
Healthcare | 4.1829 | 5.97101 |
Real Estate | 0.83146 | - |
Consumer Cyclical | 3.29404 | 4.2842 |
Basic Materials | 0.57611 | 4.46296 |
Communication Services | 4.25929 | 3.88382 |
Utilities | 1.29165 | - |
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