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Franklin India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon Franklin India Aggressive Hybrid Fund - Growth Plan

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2256 Cr ₹24511 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 -0.07% -1.21%
6 Month 7.96% 8.34%
1 Year 3.05% 3.69%
3 Year 15.1% 12.85%
5 Year 17.79% 17.38%

SIP Return Analysis

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
6 Month 2.05% 1.86%
1 Year 4.47% 4.94%
3 Year 13.44% 10.87%
5 Year 13.86% 12.59%

Rolling Lumpsum Returns

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
1 Year 13.3% 10.19%
3 Year 14.49% 11.86%
5 Year 14.47% 11.69%

Risk Management

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation 9% 8.67%
Sharp 1.12% 0.83%
Beta 0.14% 0.95%
Alpha 8.72% 0.97%

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 32.01 32.85
Large Cap 48.74 48.84
Mid Cap 7.43 1.71
Small Cap 11.82 16.61

Sector Allocation

Scheme Name

Franklin India Aggressive Hybrid Fund - Growth Plan

HDFC Hybrid Equity Fund - Growth Plan

Others 32.01 31.79
Energy 2.83 5.88
Technology 4.99 7.82
Industrials 7.41 9.82
Consumer Defensive 3.14 6.22
Financial Services 21.63 24.44
Healthcare 4.86 3.99
Basic Materials 3.64 0.67
Consumer Cyclical 11.26 4.34
Communication Services 3.66 3.98
Utilities 3.77 0.22
Real Estate 0.79 0.84

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