Compare HDFC Hybrid Equity Fund Direct Plan Growth vs Mirae Asset Hybrid Equity Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HDFC Hybrid Equity Fund Direct Plan GrowthHybrid
Aggressive Hybrid
4.0
INVEST NOW
Mirae Asset Hybrid Equity Fund Direct GrowthHybrid
Aggressive Hybrid
4.0
INVEST NOW
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HDFC Hybrid Equity Fund Direct Plan Growth

(18.0%)

Mirae Asset Hybrid Equity Fund Direct Growth

(16.2%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹1,000	-
Expense Ratio	1.08%	0.41%	-
NAV	₹101.8 (29-Sep-2023)	₹28.4 (29-Sep-2023)	-
Fund Started	01-Jan-2013	29-Jul-2015	-
Fund Size	₹20,789Cr	₹7,722Cr	-
Exit Load	For more than 15% of investments 1% will be charged if redeemed within 1 year	For units in excess of 15% of the investment,1% will be charged for redemption within 365 days	-

Returns

1Y
18.0%
16.2%
-
3Y
23.0%
19.5%
-
5Y
14.4%
14.4%
-

Pros & Cons

Pros
1. Lower expense ratio: 1.08%2. Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality3. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y4. Higher alpha: 4.63
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. Higher alpha: 2.84
The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y 3. Lower expense ratio: 0.41%4. Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
-

Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

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

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.3%
GOI
7.2%
ICICI Bank Ltd.
6.7%
ITC Ltd.
4.8%
Reliance Industries Ltd.
4.3%
Larsen & Toubro Ltd.
4.0%
Infosys Ltd.
3.6%
Axis Bank Ltd.
3.4%
State Bank of India
3.4%
National Bank For Agriculture & Rural Development
2.9%
Name
Assets
HDFC Bank Ltd.
6.2%
ICICI Bank Ltd.
5.3%
Reliance Industries Ltd.
4.2%
Infosys Ltd.
3.7%
State Bank of India
3.3%
Axis Bank Ltd.
3.0%
Larsen & Toubro Ltd.
2.3%
GOI
2.2%
ITC Ltd.
2.1%
Tata Consultancy Services Ltd.
2.0%
-

Fund Manager

Name
Chirag Setalvad
Mahendra Kumar Jajoo
-
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Mr. Jajoo is a B.Com (H), CS, Chartered Accountant and CFA.
-
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 Mirae Asset Mutual Fund he was Director with AUM Capital Markets Ltd. and also been associated with organisations like PGIM India Mutual Fund, Tata Asset Management Company, BNP Paribas Asset Management India Pvt. Ltd., ABN Amro Securities India Pvt. Ltd. and ICICI Group.
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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.
Mirae Asset Mutual Fund started their mutual fund on 30/11/2007 and its managing total assets of ₹11,044 Cr. Its ranked at 22 as per total assets at end of 30th Sep 2017.
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Launch Date
10 Dec 1999
26 Apr 2019
-
Custodian
NA
Deutsche Bank
-
Registrar & Transfer Agent
Cams
KFin Tech
-

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Compare Funds

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

HDFC Hybrid Equity Fund Direct Plan Growth

Mirae Asset Hybrid Equity Fund Direct Growth

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HDFC Hybrid Equity Fund Direct Plan Growth

Mirae Asset Hybrid Equity Fund Direct Growth

1. Lower expense ratio: 1.08%

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

3. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

4. Higher alpha: 4.63 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. Higher alpha: 2.84 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y

3. Lower expense ratio: 0.41%

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

Found nothing so far.

Found nothing so far.

Holding Analysis

Top Holdings

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