Aditya Birla Sun Life Equity Hybrid 95 Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2380 Cr | ₹7533 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Dec 1999 | 10 Feb 1995 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 50.43% | 85% |
| Expense Ratio | 2.07 | 1.86 |
| Manager | Sandeep Manam | Dhaval Joshi |
| ISIN Code | INF090I01817 | INF209K01BT5 |
| Exits Load | Franklin India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.67% | -2.7% |
| 6 Month | -2.2% | -0.63% |
| 1 Year | 4.51% | 7.66% |
| 3 Year | 13.26% | 13.76% |
| 5 Year | 12.46% | 11.44% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.88% | 0.27% |
| 1 Year | 3.51% | 7.97% |
| 3 Year | 10% | 10.94% |
| 5 Year | 11.61% | 11.03% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.77% | 14.45% |
| 3 Year | 14.74% | 14.31% |
| 5 Year | 14.43% | 14.73% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9% | 9.21% |
| Sharp | 0.93% | 0.88% |
| Beta | 1% | 1.13% |
| Alpha | 1.98% | 1.35% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Name | Sandeep Manam | Dhaval Joshi |
| Total AUM | ₹74256 Cr | ₹361932 Cr |
| Funds Managed | 20 | 55 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 30.3 | 29.19 |
| Large Cap | 51.89 | 55.34 |
| Small Cap | 9.91 | 6.76 |
| Mid Cap | 7.9 | 8.71 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 29.09 | 20.72 |
| Energy | 3.17 | 4.33 |
| Technology | 5.37 | 7.31 |
| Industrials | 10.76 | 7.62 |
| Consumer Defensive | 4.05 | 5.25 |
| Financial Services | 21.79 | 26.11 |
| Healthcare | 4.7 | 4.81 |
| Basic Materials | 3.2 | 5.83 |
| Real Estate | 1.68 | 1.37 |
| Consumer Cyclical | 9.21 | 12.02 |
| Communication Services | 3.43 | 3.24 |
| Utilities | 3.55 | 1.37 |
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