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) | ₹2273 Cr | ₹24081 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 | 1.94% | 1.88% |
| 6 Month | 4.7% | 4.44% |
| 1 Year | 5.8% | 5.97% |
| 3 Year | 14.65% | 12.42% |
| 5 Year | 17.15% | 17.06% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.37% | 2.03% |
| 1 Year | 9.59% | 10.15% |
| 3 Year | 13.28% | 11.06% |
| 5 Year | 13.5% | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 1 Year | 13.19% | 10.1% |
| 3 Year | 14.53% | 11.92% |
| 5 Year | 14.51% | 11.75% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 9% | 8.37% |
| Sharp | 0.95% | 0.69% |
| Beta | 0.15% | 0.94% |
| Alpha | 7.54% | -0.10% |
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 | 30.64 | 33.5 |
| Large Cap | 51.76 | 48.48 |
| Mid Cap | 6.16 | 1.68 |
| Small Cap | 11.47 | 16.35 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Others | 27.83 | 32.34 |
| Petroleum Products | 2.88 | - |
| IT - Software | 4.86 | - |
| Construction | 3.62 | - |
| Diversified FMCG | 1.02 | - |
| Banks | 17.29 | - |
| CRISIL AAA | 1.99 | - |
| Pharmaceuticals & Biotechnology | 2.51 | - |
| Ferrous Metals | 0.65 | - |
| Realty | 1.55 | - |
| Automobiles | 2.43 | - |
| Healthcare Services | 2.33 | - |
| Finance | 1.46 | - |
| Telecom - Services | 3.84 | - |
| Gas | 1.37 | - |
| Industrial Products | 0.65 | - |
| Agricultural Food & other Products | 0.98 | - |
| Aerospace & Defense | 1.07 | - |
| Consumer Durables | 1.93 | - |
| Auto Components | 2.52 | - |
| Financial Technology (Fintech) | 1.09 | - |
| Cement & Cement Products | 1.51 | - |
| Power | 2.59 | - |
| Chemicals & Petrochemicals | 0.56 | - |
| Fertilizers & Agrochemicals | 0.93 | - |
| Transport Services | 1.3 | - |
| Retailing | 3.01 | - |
| Capital Markets | 0.19 | - |
| Insurance | 1.92 | - |
| Leisure Services | 1.94 | - |
| Beverages | 1.42 | - |
| Textiles & Apparels | 0.5 | - |
| Commercial Services & Supplies | 0.29 | - |
| Energy | - | 5.75 |
| Technology | - | 7.84 |
| Consumer Defensive | - | 5.74 |
| Industrials | - | 9.87 |
| Financial Services | - | 24.14 |
| Healthcare | - | 3.75 |
| Real Estate | - | 0.93 |
| Utilities | - | 0.23 |
| Consumer Cyclical | - | 5.44 |
| Basic Materials | - | 0.53 |
| Communication Services | - | 3.43 |
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