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) ₹3715 Cr ₹218 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Jun 2005 29 Jan 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 1.99 2.34
Manager Sushil Budhia Puneet Pal
ISIN Code INF204K01FW1 INF663L01HC4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
1 Month 4.2% 1.95%
6 Month 17.85% 11.96%
1 Year 29.34% 23.29%
3 Year 17.06% 10.02%
5 Year 16.1% 13.62%

SIP Return Analysis

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
6 Month - -
1 Year 13.02% 9.41%
3 Year 33.34% 20.94%
5 Year 58.96% 39.48%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan PGIM India Hybrid Equity Fund - Growth Option
1 Year 17.09% 14.25%
3 Year 45.52% 32.1%
5 Year 63.47% 44.95%

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 1.07% 0.37%
Beta 1.02% 0.96%
Alpha 5.06% -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 28.12 31.98
Large Cap 56.68 50.84
Mid Cap 8.47 10.89
Small Cap 6.73 6.29

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

PGIM India Hybrid Equity Fund - Growth Option

Others 3.51 1.7
Sovereign 3.34 18.18
Materials 1.97 2.4
Automobile 5.96 4.35
Communication 5.78 3.36
Energy 9.79 6.19
Technology 5.1 3.86
Construction 7.16 4.12
Financial 29.86 29.49
Services 5.2 6.13
Consumer Staples 4.25 3.84
Healthcare 6.95 3.99
Capital Goods 4.71 5.99
Metals & Mining 3.2 0.66
Insurance 2.11 2.23
Consumer Discretionary 1.11 1.67
Diversified - 0.9
Chemicals - 0.94

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