Franklin India Equity Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2031 Cr | ₹7313 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 | 2.09 | 1.85 |
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 Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Month | 1.47% | 1.98% |
6 Month | -0.41% | -0.79% |
1 Year | 7.14% | 5.57% |
3 Year | 18.47% | 15.81% |
5 Year | 19.7% | 18.73% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
6 Month | 5.52% | 6.36% |
1 Year | 7.02% | 6.88% |
3 Year | 15.63% | 14.28% |
5 Year | 15.34% | 13.41% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Year | 13.41% | 16% |
3 Year | 14.38% | 16.05% |
5 Year | 14.42% | 16.41% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | 9% | 9.21% |
Sharp | 1.07% | 0.76% |
Beta | 0.99% | 1.07% |
Alpha | 3.1% | -0.03% |
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Fund Managers
Scheme Name | Franklin India Equity 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 Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 32.8 | 23.37 |
Large Cap | 50.96 | 58.53 |
Mid Cap | 6.35 | 9.49 |
Small Cap | 9.88 | 8.55 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 32.8 | 20.46 |
Petroleum Products | 2.64 | 4.33 |
IT - Software | 6.62 | 6.9 |
Construction | 3.29 | 2.16 |
Diversified FMCG | 1.02 | 1.51 |
Banks | 18.38 | 19.12 |
Pharmaceuticals & Biotechnology | 2.49 | 4.56 |
Ferrous Metals | 0.52 | 0.3 |
Healthcare Services | 1.85 | 1.16 |
Finance | 1.27 | 4.44 |
Telecom - Services | 3.88 | 3.12 |
Gas | 1.49 | - |
Industrial Products | 0.57 | 0.19 |
Automobiles | 2.68 | 3.85 |
Agricultural Food & other Products | 0.7 | 1.04 |
Oil | 0.69 | - |
Aerospace & Defense | 0.66 | 1.29 |
Consumer Durables | 1.85 | 2.88 |
Financial Technology (Fintech) | 1.22 | - |
Cement & Cement Products | 1.53 | 2.29 |
Chemicals & Petrochemicals | 0.49 | 1.18 |
Transport Services | 0.62 | 0.5 |
Retailing | 2.33 | 2.36 |
Power | 1.58 | 1.05 |
Insurance | 1.19 | 1.56 |
Leisure Services | 2.83 | 0.37 |
Realty | 0.71 | 1.21 |
Beverages | 1.72 | 1.22 |
Auto Components | 1.6 | 2.53 |
Textiles & Apparels | 0.44 | 0.23 |
Commercial Services & Supplies | 0.33 | - |
Electrical Equipment | - | 1.61 |
Non - Ferrous Metals | - | 1.06 |
Industrial Manufacturing | - | 1.12 |
Transport Infrastructure | - | 1.93 |
Personal Products | - | 0.91 |
IT - Services | - | 0.5 |
Diversified Metals | - | 0.55 |
Fertilizers & Agrochemicals | - | 0.45 |
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