PGIM India Hybrid Equity 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 PGIM India Hybrid Equity Fund - Growth Option

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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 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) ₹24098 Cr ₹218 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2005 29 Jan 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 2.34
Manager Dhruv Muchhal Puneet Pal
ISIN Code INF179K01AS4 INF663L01HC4
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 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
1 Month 0.39% 1.95%
6 Month 12.1% 11.96%
1 Year 23.5% 23.29%
3 Year 15.32% 10.02%
5 Year 17.35% 13.62%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
6 Month - -
1 Year 10.45% 9.41%
3 Year 27.07% 20.94%
5 Year 55.69% 39.48%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
1 Year 18.02% 14.25%
3 Year 44.42% 32.1%
5 Year 59.82% 44.95%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation 8.51% 9.33%
Sharp 0.99% 0.37%
Beta 0.92% 0.96%
Alpha 2.76% -2.57%

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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

Large Cap 49.31 50.84
Small Cap 17.11 6.29
Others 29.92 31.98
Mid Cap 3.66 10.89

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

PGIM India Hybrid Equity Fund - Growth Option

Banks 23.78 -
Construction 9.44 4.12
Petroleum Products 6.29 -
IT - Software 5.76 -
Diversified FMCG 3.77 -
Telecom - Services 3.64 -
Industrial Products 2.15 -
Others 18.07 1.7
Leisure Services 1.47 -
Unclassified 1.44 -
Power 1.65 -
Pharmaceuticals & Biotechnology 2.93 -
Commercial Services & Supplies 1.4 -
Beverages 1.39 -
Personal Products 1.97 -
Financial 7.78 29.49
Textiles & Apparels 0.8 -
Healthcare Services 1.6 -
Realty 0.71 -
Industrial Manufacturing 0.69 -
Auto Components 1.18 -
Finance 0.56 -
Energy 0.51 6.19
Fertilizers & Agrochemicals 0.46 -
Transport Services 0.29 -
Paper, Forest & Jute Products 0.17 -
Media 0.1 -
Sovereign - 18.18
Communication - 3.36
Technology - 3.86
Services - 6.13
Materials - 2.4
Consumer Staples - 3.84
Capital Goods - 5.99
Insurance - 2.23
Healthcare - 3.99
Automobile - 4.35
Chemicals - 0.94
Consumer Discretionary - 1.67
Diversified - 0.9
Metals & Mining - 0.66

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