PGIM India Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare

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tortoise-icon Nippon India Equity Hybrid 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 Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
Fund Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3858 Cr ₹209 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 08 Jun 2005 05 Feb 2004
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 40% 62%
Expense Ratio 1.98 2.33
Manager Sushil Budhia Puneet Pal
ISIN Code INF204K01FW1 INF663L01HC4
Exits Load Nippon India Equity Hybrid 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 Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
1 Month -3.48% -2.64%
6 Month -2.17% -0.33%
1 Year 10.63% 11.32%
3 Year 13.26% 8.24%
5 Year 12.18% 11.27%

SIP Return Analysis

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
6 Month - -
1 Year 3.6% 7.66%
3 Year 15.97% 13.26%
5 Year 17.13% 12.9%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
1 Year 11.65% 11.69%
3 Year 12.21% 10.22%
5 Year 12.91% 10.13%

Risk Management

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation 9.02% 9.33%
Sharp 0.82% 0.37%
Beta 1.03% 0.96%
Alpha 4.89% -2.57%

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Fund Managers

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
Name Sushil Budhia Puneet Pal
Total AUM ₹29447 Cr ₹20950 Cr
Fund Manage 11 19
Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option

Market Cap

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

PGIM India Hybrid Equity Fund - Growth Option

Others 24.03 33.95
Small Cap 11.36 5.65
Large Cap 54.73 46.39
Mid Cap 9.88 14.01

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

PGIM India Hybrid Equity Fund - Growth Option

Others 24.03 33.95
Cement & Cement Products 0.07 2.65
Telecom - Services 3.23 3.33
Petroleum Products 3.02 4.52
Industrial Products 1.22 -
IT - Software 6.73 8.13
Construction 3.33 2.61
Finance 2.18 3.4
Consumer Durables 2.13 4.51
Retailing 1.48 1.09
Diversified FMCG 2.51 -
Banks 15.98 14.09
Pharmaceuticals & Biotechnology 3.79 1.65
Healthcare Services 2.01 2.57
Aerospace & Defense 1.02 1.12
Ferrous Metals 2.62 -
Capital Markets 2.74 2.06
Realty 2.13 0.73
Transport Infrastructure 1.87 -
Automobiles 4.53 0.72
Insurance 1.66 2.13
Transport Services 1.19 1.35
Beverages 1.89 3.53
Power 4.02 -
Leisure Services 1.08 -
Financial Technology (Fintech) 0.73 -
Auto Components 1.29 1.65
Consumable Fuels 0.82 -
Industrial Manufacturing 0.59 -
Commercial Services & Supplies 0.11 -
Electrical Equipment - 0.83
Chemicals & Petrochemicals - 2.14
Household Products - 1.24

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