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Aditya Birla Sun Life Equity Hybrid 95 Fund vs Franklin India Equity Hybrid Fund compare

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tortoise-icon Franklin India Aggressive Hybrid Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 -1.45% -1.6%
6 Month -1.16% 0.81%
1 Year 5.69% 8.56%
3 Year 14.45% 14.69%
5 Year 13.52% 12.62%

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 0.73% 1.52%
1 Year 6.21% 10.04%
3 Year 10.48% 11.24%
5 Year 11.97% 11.29%

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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