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) | ₹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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