DSP Equity & Bond Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹2245 Cr | ₹11333 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 Dec 1999 | 27 May 1999 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 50.43% | 48% |
Expense Ratio | 2.07 | 1.72 |
Manager | Sandeep Manam | Kedar Karnik |
ISIN Code | INF090I01817 | INF740K01318 |
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 | DSP Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 0.72% | -0.06% |
6 Month | 6.54% | 5.03% |
1 Year | 1.66% | 1.82% |
3 Year | 15.48% | 16.45% |
5 Year | 17.91% | 17.19% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 1.02% | 0.58% |
1 Year | 7.9% | 8.13% |
3 Year | 13.07% | 14.71% |
5 Year | 13.38% | 13.82% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.19% | 13.29% |
3 Year | 14.53% | 14.42% |
5 Year | 14.51% | 14.48% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9% | 10.24% |
Sharp | 0.95% | 1.02% |
Beta | 0.15% | 0.15% |
Alpha | 7.54% | 8.54% |
Fund Managers
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Sandeep Manam | Kedar Karnik |
Total AUM | ₹74256 Cr | ₹32997 Cr |
Funds Managed | 20 | 11 |
Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.12 | 35.93 |
Large Cap | 48.75 | 47.9 |
Mid Cap | 7.4 | 7.36 |
Small Cap | 11.72 | 8.81 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.12 | 32.79 |
Energy | 2.78 | 0.85 |
Technology | 4.99 | 5.04 |
Industrials | 7.55 | 0.82 |
Consumer Defensive | 3.19 | 4.97 |
Financial Services | 20.96 | 29 |
Healthcare | 4.9 | 9.36 |
Basic Materials | 3.71 | 2.87 |
Consumer Cyclical | 11.75 | 8.88 |
Communication Services | 3.6 | 1.23 |
Utilities | 3.69 | 4.18 |
Real Estate | 0.77 | - |
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