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) | ₹2187 Cr | ₹24461 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 | -0.05% | 0.36% |
6 Month | 4.59% | 6.71% |
1 Year | 4.86% | 4.82% |
3 Year | 17.68% | 15.94% |
5 Year | 19.12% | 18.8% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | 5.41% | 6.3% |
1 Year | 8.4% | 10.81% |
3 Year | 15.49% | 13.34% |
5 Year | 15.19% | 14.25% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 13.41% | 10.36% |
3 Year | 14.38% | 11.75% |
5 Year | 14.42% | 11.6% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | 9% | 9.13% |
Sharp | 1.34% | 1.08% |
Beta | 0.97% | 0.96% |
Alpha | 3.45% | 0.90% |
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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 | 32.62 | 33.15 |
Large Cap | 50.45 | 48.58 |
Mid Cap | 5.9 | 2.4 |
Small Cap | 11.04 | 15.88 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 32.62 | 32.13 |
Energy | 2.79 | 6.13 |
Technology | 6.79 | 8.29 |
Industrials | 7.58 | 9.01 |
Consumer Defensive | 3.37 | 6.37 |
Financial Services | 21.53 | 24.48 |
Healthcare | 4.63 | 4.03 |
Basic Materials | 2.56 | 0.5 |
Communication Services | 3.72 | 4.63 |
Utilities | 3.06 | 0.2 |
Consumer Cyclical | 10.61 | 3.42 |
Real Estate | 0.74 | 0.81 |
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