Franklin India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2355 Cr | ₹24704 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Dec 1999 | 06 Apr 2005 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 50.43% | 15.22% |
| Expense Ratio | 2.07 | 1.68 |
| Manager | Sandeep Manam | Dhruv Muchhal |
| ISIN Code | INF090I01817 | INF179K01AS4 |
| 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 | HDFC Hybrid Equity 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 Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 1 Month | -1.24% | -0.52% |
| 6 Month | 1.93% | 2.21% |
| 1 Year | 3.02% | 4.6% |
| 3 Year | 13.72% | 11.55% |
| 5 Year | 14.24% | 14.22% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.04% | 1.54% |
| 1 Year | 8.46% | 10% |
| 3 Year | 12.01% | 10.4% |
| 5 Year | 12.65% | 11.65% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 1 Year | 13.86% | 9.81% |
| 3 Year | 14.76% | 12.01% |
| 5 Year | 14.44% | 11.85% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 9% | 8.28% |
| Sharp | 0.87% | 0.59% |
| Beta | 1.01% | 0.94% |
| Alpha | 1.98% | -0.41% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Name | Sandeep Manam | Dhruv Muchhal |
| Total AUM | ₹74256 Cr | ₹520687 Cr |
| Funds Managed | 20 | 40 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Others | 29.79 | 31.99 |
| Large Cap | 51.05 | 51.62 |
| Mid Cap | 7.24 | 1.3 |
| Small Cap | 11.92 | 15.09 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Others | 29.01 | 30.89 |
| Energy | 3.03 | 5.86 |
| Technology | 5 | 8.09 |
| Industrials | 9.12 | 8.68 |
| Consumer Defensive | 4.06 | 5.76 |
| Financial Services | 21.84 | 25.18 |
| Healthcare | 4.94 | 4.23 |
| Basic Materials | 3.72 | 1.19 |
| Real Estate | 1.23 | 0.88 |
| Consumer Cyclical | 10.32 | 6.23 |
| Communication Services | 3.77 | 2.79 |
| Utilities | 3.97 | 0.23 |
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