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) | ₹2273 Cr | ₹11565 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 | 0.89% | 0.61% |
| 6 Month | 5.68% | 4.07% |
| 1 Year | 4.96% | 5.21% |
| 3 Year | 14.31% | 15.7% |
| 5 Year | 15.81% | 15.5% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.24% | 1.01% |
| 1 Year | 7.98% | 7.94% |
| 3 Year | 12.54% | 14.05% |
| 5 Year | 13% | 13.43% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.98% | 14.75% |
| 3 Year | 14.8% | 14.95% |
| 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 | 0.94% | 1.03% |
| Beta | 1% | 1.03% |
| Alpha | 2.11% | 3.12% |
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 | 30.64 | 33.7 |
| Large Cap | 50.3 | 50.24 |
| Mid Cap | 7.59 | 7.47 |
| Small Cap | 11.47 | 8.59 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 29.82 | 30.62 |
| Energy | 2.88 | 1.09 |
| Technology | 4.86 | 5.2 |
| Industrials | 8.71 | 0.79 |
| Consumer Defensive | 3.42 | 5.25 |
| Financial Services | 21.95 | 30.28 |
| Healthcare | 4.83 | 9.31 |
| Basic Materials | 3.64 | 2.87 |
| Real Estate | 1.55 | - |
| Consumer Cyclical | 10.54 | 9.07 |
| Communication Services | 3.83 | 1.22 |
| Utilities | 3.96 | 4.3 |
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