Franklin India Debt Hybrid Fund vs HDFC Hybrid Debt Fund compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
HDFC Hybrid Debt Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹205 Cr | ₹205 Cr | ₹3373 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 28 Sep 2000 | 28 Sep 2000 | 26 Dec 2003 |
| 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% | 11.39% |
| Expense Ratio | 1.4 | 1.4 | 1.77 |
| Manager | Sandeep Manam | Sandeep Manam | Dhruv Muchhal |
| ISIN Code | INF090I01EA7 | INF090I01EA7 | INF179K01AE4 |
| Exits Load | Data not available./365 | Data not available./365 | HDFC Hybrid Debt Fund - 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 Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| 1 Month | 0.46% | 0.46% | 0.42% |
| 6 Month | 1.5% | 1.5% | 1.59% |
| 1 Year | 5.8% | 5.8% | 5.42% |
| 3 Year | 9.4% | 9.4% | 9.93% |
| 5 Year | 8.02% | 8.02% | 9.81% |
SIP Return Analysis
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| 6 Month | 1.24% | 1.24% | 1.51% |
| 1 Year | 6.27% | 6.27% | 5.68% |
| 3 Year | 8.46% | 8.46% | 8.08% |
| 5 Year | 8.37% | 8.37% | 8.98% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| 1 Year | 9.11% | 9.11% | 9.69% |
| 3 Year | 8.45% | 8.45% | 10.44% |
| 5 Year | 8.8% | 8.8% | 10.19% |
Risk Management
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Standard Deviation | 3.4% | 3.4% | 3.8% |
| Sharp | 0.92% | 0.92% | 0.99% |
| Beta | 0.75% | 0.75% | 0.53% |
| Alpha | 0.42% | 0.42% | 1.21% |
Fund Managers
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Name | Sandeep Manam | Sandeep Manam | Dhruv Muchhal |
| Total AUM | ₹74256 Cr | ₹74256 Cr | ₹520687 Cr |
| Funds Managed | 20 | 20 | 40 |
| Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
Market Cap
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Others | 76.35 | 76.35 | 79.46 |
| Large Cap | 17.93 | 17.93 | 18.37 |
| Small Cap | 3.63 | 3.63 | 1.03 |
| Mid Cap | 2.1 | 2.1 | 1.14 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Others | 76.35 | 76.35 | 78.73 |
| Petroleum Products | 0.84 | 0.84 | 1.7 |
| IT - Software | 1.86 | 1.86 | 1.97 |
| Construction | 1.19 | 1.19 | 0.94 |
| Diversified FMCG | 0.41 | 0.41 | 0.6 |
| Banks | 5.67 | 5.67 | 7.7 |
| Pharmaceuticals & Biotechnology | 0.82 | 0.82 | 1.84 |
| Aerospace & Defense | 0.52 | 0.52 | - |
| Ferrous Metals | 0.26 | 0.26 | - |
| Automobiles | 0.86 | 0.86 | 0.86 |
| Healthcare Services | 0.85 | 0.85 | - |
| Finance | 0.71 | 0.71 | 0.4 |
| Telecom - Services | 1.28 | 1.28 | 0.99 |
| Gas | 0.47 | 0.47 | - |
| Industrial Products | 0.31 | 0.31 | 0.17 |
| Agricultural Food & other Products | 0.27 | 0.27 | - |
| Realty | 0.3 | 0.3 | 0.63 |
| Food Products | 0.36 | 0.36 | - |
| Consumer Durables | 0.57 | 0.57 | - |
| Auto Components | 0.91 | 0.91 | 0.32 |
| Financial Technology (Fintech) | 0.44 | 0.44 | - |
| Cement & Cement Products | 0.51 | 0.51 | - |
| Power | 0.82 | 0.82 | 1.25 |
| Chemicals & Petrochemicals | 0.14 | 0.14 | - |
| Fertilizers & Agrochemicals | 0.33 | 0.33 | - |
| Transport Services | 0.29 | 0.29 | 0.37 |
| Retailing | 0.91 | 0.91 | - |
| Capital Markets | 0.1 | 0.1 | - |
| Insurance | 0.64 | 0.64 | 0.44 |
| Leisure Services | 0.53 | 0.53 | - |
| Beverages | 0.28 | 0.28 | - |
| Commercial Services & Supplies | 0.21 | 0.21 | - |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.23 |
| Oil | - | - | 0.36 |
| Consumable Fuels | - | - | 0.33 |
| Paper, Forest & Jute Products | - | - | 0.17 |
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