Compare HDFC Hybrid Equity Fund Direct Plan Growth vs HDFC Large and Mid Cap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HDFC Hybrid Equity Fund Direct Plan GrowthHybrid
Aggressive Hybrid
3.0
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HDFC Large and Mid Cap Fund Direct GrowthEquity
Large & MidCap
4.0
INVEST NOW
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HDFC Hybrid Equity Fund Direct Plan Growth

(23.4%)

HDFC Large and Mid Cap Fund Direct Growth

(52.3%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹100	-
Expense Ratio	1.02%	0.83%	-
NAV	₹113.9 (25-Apr-2024)	₹311.5 (25-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹22,697Cr	₹17,314Cr	-
Exit Load	For more than 15% of investments 1% will be charged if redeemed within 1 year	Exit load of 1% if redeemed within 1 year	-

Returns

1Y
23.4%
52.3%
-
3Y
17.6%
28.7%
-
5Y
15.3%
22.2%
-

Pros & Cons

Pros
1. Lower expense ratio: 1.02%2. Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality3. 3Y, 5Y and 10Y annualised returns higher than category average4. Higher alpha: 3.41
The fund has generated returns higher than benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index - in the last 3Y 
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y2. Lower expense ratio: 0.83%3. Higher alpha: 7.11
The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y 
-

Cons
1. 1Y annualised returns lower than category average by 8.77%
1. 10Y annualised returns lower than category average by 1.55%
-

Holding Analysis

Top 5
-
-
-
Top 20
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-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.0%
HDFC Bank Ltd.
6.3%
Larsen & Toubro Ltd.
5.2%
Reliance Industries Ltd.
4.8%
State Bank of India
4.2%
ITC Ltd.
3.8%
Infosys Ltd.
3.5%
Axis Bank Ltd.
3.3%
Bharti Airtel Ltd.
3.3%
National Bank For Agriculture & Rural Development
2.5%
Name
Assets
HDFC Bank Ltd.
4.7%
ICICI Bank Ltd.
3.6%
State Bank of India
1.8%
Infosys Ltd.
1.8%
Axis Bank Ltd.
1.7%
Indusind Bank Ltd.
1.6%
Larsen & Toubro Ltd.
1.6%
Reliance Industries Ltd.
1.6%
Trent Ltd.
1.4%
Power Finance Corporation Ltd.
1.4%
-

Fund Manager

Name
Chirag Setalvad
Gopal Agrawal
-
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Mr.Agrawal is a B.E and MBM.
-
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Prior to joining HDFC Mutual Fund he has worked with DSP Mutual Fund, Tata AMC, Mirae Asset Mutual Fund ,SBI Mutual Fund, Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
-

About Fund

Description
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
-
Launch Date
10 Dec 1999
10 Dec 1999
-
Custodian
NA
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

HDFC Hybrid Equity Fund Direct Plan Growth

HDFC Large and Mid Cap Fund Direct Growth

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HDFC Hybrid Equity Fund Direct Plan Growth

HDFC Large and Mid Cap Fund Direct Growth

1. Lower expense ratio: 1.02%

2. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

3. 3Y, 5Y and 10Y annualised returns higher than category average

4. Higher alpha: 3.41 The fund has generated returns higher than benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index - in the last 3Y

1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

2. Lower expense ratio: 0.83%

3. Higher alpha: 7.11 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y

1. 1Y annualised returns lower than category average by 8.77%

1. 10Y annualised returns lower than category average by 1.55%

Holding Analysis

Top Holdings

Popular Comparisons