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) | ₹2380 Cr | ₹12162 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 | -2.67% | -2.8% |
| 6 Month | -2.2% | -2.41% |
| 1 Year | 4.51% | 5.73% |
| 3 Year | 13.26% | 15.5% |
| 5 Year | 12.46% | 12.39% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.88% | -0.54% |
| 1 Year | 3.51% | 3.58% |
| 3 Year | 10% | 11.57% |
| 5 Year | 11.61% | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.77% | 14.55% |
| 3 Year | 14.74% | 15% |
| 5 Year | 14.43% | 14.57% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9% | 10.24% |
| Sharp | 0.93% | 1.09% |
| Beta | 1% | 1.05% |
| Alpha | 1.98% | 3.49% |
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 | 30.3 | 34.84 |
| Large Cap | 51.89 | 48.8 |
| Small Cap | 9.91 | 8.48 |
| Mid Cap | 7.9 | 7.88 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 29.09 | 33.03 |
| Energy | 3.17 | 1.46 |
| Technology | 5.37 | 4.28 |
| Industrials | 10.76 | 0.73 |
| Consumer Defensive | 4.05 | 6.61 |
| Financial Services | 21.79 | 28.22 |
| Healthcare | 4.7 | 8.69 |
| Basic Materials | 3.2 | 2.78 |
| Real Estate | 1.68 | - |
| Consumer Cyclical | 9.21 | 8.78 |
| Communication Services | 3.43 | 1.28 |
| Utilities | 3.55 | 4.15 |
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