PGIM India Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Equity Hybrid Fund - Growth Plan
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
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) | ₹3712 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 | 1.97 | 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 | 4.1% | 2.25% |
6 Month | -8.78% | -5.84% |
1 Year | 5.22% | 5.83% |
3 Year | 12.93% | 9.25% |
5 Year | 22.77% | 17.49% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | -2.82% | -2.24% |
1 Year | -3.87% | -1.57% |
3 Year | 13.71% | 10.96% |
5 Year | 15.68% | 11.1% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 11.83% | 11.92% |
3 Year | 12.47% | 10.08% |
5 Year | 12.93% | 10.2% |
Risk Management
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 9.02% | 9.745% |
Sharp | 0.64% | 0.358% |
Beta | 1.06% | 0.94% |
Alpha | 2.98% | -0.447% |
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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 |
Funds Managed | 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 | 27.87 | 32.95 |
Large Cap | 51.76 | 47.3 |
Small Cap | 9.12 | 8.48 |
Mid Cap | 11.25 | 11.27 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 26.88 | 32.95 |
Communication Services | 3.38 | 3.88 |
Energy | 3.7 | 4.82 |
Technology | 8.43 | 11.68 |
Industrials | 7.98 | 8.46 |
Financial Services | 23.52 | 20.2 |
Consumer Cyclical | 8.45 | 4.28 |
Consumer Defensive | 4.27 | 3.29 |
Healthcare | 5.99 | 5.97 |
Basic Materials | 2.49 | 4.46 |
Real Estate | 1.38 | - |
Utilities | 3.52 | - |
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