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Franklin India Equity Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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tortoise-icon Franklin India Aggressive Hybrid Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2273 Cr ₹7368 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 1.94% 2.33%
6 Month 4.7% 6.79%
1 Year 5.8% 6.16%
3 Year 14.65% 13.45%
5 Year 17.15% 15.66%

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 2.37% 3.08%
1 Year 9.59% 12.68%
3 Year 13.28% 13.33%
5 Year 13.5% 12.31%

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 13.19% 15.6%
3 Year 14.53% 15.9%
5 Year 14.51% 16.47%

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 0.95% 0.77%
Beta 0.15% 0.12%
Alpha 7.54% 6.58%

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 30.64 22.8
Large Cap 51.76 59.48
Mid Cap 6.16 9.82
Small Cap 11.47 7.86

Sector Allocation

Scheme Name

Franklin India Aggressive Hybrid Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 27.83 21.05
Petroleum Products 2.88 3.85
IT - Software 4.86 6.67
Construction 3.62 2.55
Diversified FMCG 1.02 1.25
Banks 17.29 19.19
CRISIL AAA 1.99 -
Pharmaceuticals & Biotechnology 2.51 4.58
Ferrous Metals 0.65 0.35
Realty 1.55 1.33
Automobiles 2.43 4.5
Healthcare Services 2.33 1.13
Finance 1.46 4.17
Telecom - Services 3.84 2.96
Gas 1.37 -
Industrial Products 0.65 0.28
Agricultural Food & other Products 0.98 1
Aerospace & Defense 1.07 1.16
Consumer Durables 1.93 2.55
Auto Components 2.52 2.64
Financial Technology (Fintech) 1.09 -
Cement & Cement Products 1.51 2.72
Power 2.59 1.04
Chemicals & Petrochemicals 0.56 1.17
Fertilizers & Agrochemicals 0.93 0.47
Transport Services 1.3 0.53
Retailing 3.01 2.87
Capital Markets 0.19 -
Insurance 1.92 1.37
Leisure Services 1.94 0.42
Beverages 1.42 1.21
Textiles & Apparels 0.5 0.18
Commercial Services & Supplies 0.29 0.27
Electrical Equipment - 0.71
Non - Ferrous Metals - 1.28
Industrial Manufacturing - 1.03
Personal Products - 0.83
IT - Services - 0.48
Transport Infrastructure - 1.56
Diversified Metals - 0.61

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