Axis Regular Saver Fund vs Franklin India Debt Hybrid Fund compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹203 Cr | ₹203 Cr | ₹276 Cr |
Min Investment | ₹10000 | ₹10000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
Launch Date | 28 Sep 2000 | 28 Sep 2000 | 16 Jul 2010 |
Category | Conservative | Conservative | Conservative |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 24.24% | 49% | 64.15% |
Expense Ratio | 1.4 | 1.4 | 2.2 |
Manager | Sandeep Manam | Sandeep Manam | Devang Shah |
ISIN Code | INF090I01EA7 | INF090I01EA7 | INF846K01693 |
Exits Load | Data not available./365 | Data not available./365 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 0.77% | 0.77% | 0.69% |
6 Month | 6.53% | 6.53% | 4.89% |
1 Year | 5.41% | 5.41% | 3.99% |
3 Year | 9.61% | 9.61% | 7.14% |
5 Year | 9.07% | 9.07% | 7.82% |
SIP Return Analysis
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 1.19% | 1.19% | 0.69% |
1 Year | 6.95% | 6.95% | 5.57% |
3 Year | 9.33% | 9.33% | 7.33% |
5 Year | 8.71% | 8.71% | 6.8% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 9.24% | 9.24% | 7.41% |
3 Year | 8.42% | 8.42% | 7.35% |
5 Year | 8.83% | 8.83% | 8.03% |
Risk Management
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 3.56% | 3.56% | 3.67% |
Sharp | 0.67% | 0.67% | -0.02% |
Beta | 1.07% | 1.07% | 1.13% |
Alpha | 0.58% | 0.58% | -1.97% |
Fund Managers
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Sandeep Manam | Sandeep Manam | Devang Shah |
Total AUM | ₹74256 Cr | ₹74256 Cr | ₹60014 Cr |
Funds Managed | 20 | 20 | 15 |
Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 76.51 | 76.51 | 81.46 |
Large Cap | 16.62 | 16.62 | 16.98 |
Mid Cap | 2.66 | 2.66 | 0.84 |
Small Cap | 4.22 | 4.22 | 0.72 |
Sector Allocation
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 76.51 | 76.51 | 80.9 |
Energy | 0.74 | 0.74 | 1.87 |
Technology | 1.74 | 1.74 | 2.08 |
Industrials | 2.62 | 2.62 | 0.98 |
Consumer Defensive | 1.25 | 1.25 | 0.84 |
Financial Services | 7.15 | 7.15 | 7.68 |
Healthcare | 1.73 | 1.73 | 1.49 |
Basic Materials | 1.31 | 1.31 | 1.22 |
Consumer Cyclical | 4.17 | 4.17 | 1.43 |
Communication Services | 1.27 | 1.27 | 0.78 |
Utilities | 1.24 | 1.24 | 0.73 |
Real Estate | 0.27 | 0.27 | - |
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