PGIM India Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
1 Month	-3.23%	-0.79%
6 Month	4.86%	5.84%
1 Year	18.32%	18%
3 Year	11.77%	7.66%
5 Year	15.53%	11.74%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
6 Month	-	-
1 Year	-	10.14%
3 Year	-	13.51%
5 Year	-	13.25%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
1 Year	10.55%	11.69%
3 Year	11.64%	10.22%
5 Year	11.39%	10.13%

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%

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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
Others	30.41	31.98
Large Cap	48.6	50.84
Mid Cap	4.06	10.89
Small Cap	16.93	6.29

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
Others	30.41	1.7
Petroleum Products	6.38	-
IT - Software	5.46	-
Personal Products	1.97	-
Construction	8.25	4.12
Banks	22.06	-
Pharmaceuticals & Biotechnology	3	-
Realty	0.75	-
Power	1.63	-
Automobiles	0.26	-
Healthcare Services	1.84	-
Finance	0.57	-
Consumer Durables	0.07	-
Diversified FMCG	3.91	-
Media	0.09	-
Fertilizers & Agrochemicals	0.37	-
Auto Components	1.23	-
Transport Services	0.29	-
Telecom - Services	4.14	-
Industrial Manufacturing	0.68	-
Industrial Products	2.07	-
Textiles & Apparels	0.69	-
Beverages	1.55	-
Commercial Services & Supplies	1.21	-
Leisure Services	1.12	-
Financial	-	29.49
Sovereign	-	18.18
Energy	-	6.19
Services	-	6.13
Healthcare	-	3.99
Capital Goods	-	5.99
Automobile	-	4.35
Insurance	-	2.23
Consumer Staples	-	3.84
Consumer Discretionary	-	1.67
Communication	-	3.36
Technology	-	3.86
Materials	-	2.4
Diversified	-	0.9
Metals & Mining	-	0.66
Chemicals	-	0.94