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)	₹24068 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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
1 Month	-2.57%	-1.6%
6 Month	-2.47%	2.01%
1 Year	8.97%	13.66%
3 Year	11.58%	9.8%
5 Year	15.26%	11.97%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
6 Month	-	-
1 Year	5.63%	9.73%
3 Year	14.06%	14.31%
5 Year	16.15%	13.5%

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	31.05	33.95
Large Cap	48.51	46.39
Mid Cap	3.76	14.01
Small Cap	16.68	5.65

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	PGIM India Hybrid Equity Fund - Growth Option
Others	31.05	33.95
Petroleum Products	5.85	4.52
IT - Software	5.43	8.13
Personal Products	1.8	-
Construction	7.91	2.61
Banks	22.73	14.09
Pharmaceuticals & Biotechnology	2.98	1.65
Realty	0.79	0.73
Power	1.55	-
Automobiles	0.45	0.72
Healthcare Services	1.85	2.57
Finance	0.55	3.4
Consumer Durables	0.09	4.51
Diversified FMCG	3.8	-
Media	0.09	-
Fertilizers & Agrochemicals	0.36	-
Auto Components	1.14	1.65
Transport Services	0.29	1.35
Telecom - Services	4.02	3.33
Industrial Manufacturing	0.68	-
Industrial Products	2.02	-
Textiles & Apparels	0.7	-
Beverages	1.45	3.53
Commercial Services & Supplies	1.31	-
Leisure Services	1.11	-
Aerospace & Defense	-	1.12
Insurance	-	2.13
Electrical Equipment	-	0.83
Chemicals & Petrochemicals	-	2.14
Household Products	-	1.24
Cement & Cement Products	-	2.65
Capital Markets	-	2.06
Retailing	-	1.09