Franklin India Equity Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2380 Cr | ₹7614 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Dec 1999 | 10 Feb 1995 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 50.43% | 85% |
| Expense Ratio | 2.07 | 1.86 |
| Manager | Sandeep Manam | Dhaval Joshi |
| ISIN Code | INF090I01817 | INF209K01BT5 |
| 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 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.38% | 0.59% |
| 6 Month | 1.28% | 2.48% |
| 1 Year | 3.21% | 6.26% |
| 3 Year | 14.58% | 14.52% |
| 5 Year | 14.23% | 12.85% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.83% | 2.87% |
| 1 Year | 8.84% | 13.04% |
| 3 Year | 11.81% | 12.49% |
| 5 Year | 12.61% | 11.86% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.82% | 14.47% |
| 3 Year | 14.76% | 14.31% |
| 5 Year | 14.44% | 14.74% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9% | 9.21% |
| Sharp | 0.87% | 0.8% |
| Beta | 1.01% | 1.14% |
| Alpha | 1.98% | 1.19% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Name | Sandeep Manam | Dhaval Joshi |
| Total AUM | ₹74256 Cr | ₹361932 Cr |
| Funds Managed | 20 | 55 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 28.4 | 23 |
| Large Cap | 53.53 | 59.95 |
| Small Cap | 11.01 | 7.48 |
| Mid Cap | 7.02 | 9.55 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 25.71 | 20.29 |
| Petroleum Products | 3.16 | 4.28 |
| IT - Software | 5.2 | 7.22 |
| Construction | 3.85 | 2.65 |
| Diversified FMCG | 0.96 | 1.15 |
| Banks | 16.91 | 19.95 |
| CRISIL AAA | 1.92 | - |
| Pharmaceuticals & Biotechnology | 2.6 | 4.49 |
| Aerospace & Defense | 1.9 | 1.15 |
| Ferrous Metals | 0.61 | 0.34 |
| Realty | 1.86 | 1.18 |
| Automobiles | 2.45 | 4.39 |
| Healthcare Services | 2.33 | 0.63 |
| Finance | 1.77 | 4.55 |
| Telecom - Services | 3.85 | 3.2 |
| Gas | 1.31 | - |
| Industrial Products | 0.76 | 0.32 |
| Agricultural Food & other Products | 0.96 | 1 |
| Agricultural, Commercial & Construction Vehicles | 0.73 | - |
| Food Products | 1.34 | - |
| Consumer Durables | 1.9 | 2.48 |
| Auto Components | 2.58 | 2.6 |
| Financial Technology (Fintech) | 1.11 | - |
| Cement & Cement Products | 1.36 | 2.55 |
| Power | 2.46 | 1.36 |
| Chemicals & Petrochemicals | 0.37 | 1.14 |
| Fertilizers & Agrochemicals | 1 | 0.47 |
| Transport Services | 1.31 | - |
| Retailing | 2.8 | 2.56 |
| Capital Markets | 0.23 | - |
| Insurance | 1.87 | 1.46 |
| Leisure Services | 1.41 | 0.46 |
| Beverages | 0.76 | 1.28 |
| Textiles & Apparels | 0.11 | 0.22 |
| Commercial Services & Supplies | 0.51 | 0.26 |
| Electrical Equipment | - | 0.72 |
| Non - Ferrous Metals | - | 1.31 |
| Industrial Manufacturing | - | 0.83 |
| Personal Products | - | 0.94 |
| IT - Services | - | 0.45 |
| Transport Infrastructure | - | 1.44 |
| Diversified Metals | - | 0.66 |
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