Franklin India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon Franklin India Equity 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 Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
Fund Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹1633 Cr ₹22235 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Oct 1999 01 Apr 2005
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 50.43% 15.22%
Expense Ratio 2.16 1.7
Manager Sandeep Manam Dhruv Muchhal
ISIN Code INF090I01817 INF179K01AS4
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year/365 For more than 15% of investments 1% will be charged if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
1 Month 4% 3.91%
6 Month 14.35% 12.32%
1 Year 32.91% 23.04%
3 Year 16.28% 15.81%
5 Year 16.69% 16.09%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
6 Month - -
1 Year 13.21% 10.45%
3 Year 31.62% 27.07%
5 Year 58.41% 55.69%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
1 Year 18.2% 18.02%
3 Year 44.77% 44.42%
5 Year 63.23% 59.82%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation 9% 8.51%
Sharp 0.91% 0.92%
Beta 0.94% 0.91%
Alpha 3.59% 3.45%

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Fund Managers

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
Name Sandeep Manam Dhruv Muchhal
Total AUM ₹74256 Cr ₹520687 Cr
Fund Manage 20 40
Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

HDFC Hybrid Equity Fund - Growth Plan

Large Cap 53.68 48.08
Others 31.48 32.24
Small Cap 8.64 13.92
Mid Cap 6.21 5.76

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

HDFC Hybrid Equity Fund - Growth Plan

Financial 38.56 41.06
Others 4.22 7.36
Construction 4.3 9.27
Technology 6.72 5.06
Communication 5.45 4
Energy 7.17 9.33
Capital Goods 6.54 5.22
Automobile 3.85 0.56
Services 7.81 3.23
Healthcare 4.56 3.85
Consumer Staples 3.04 6.75
Consumer Discretionary 2.7 -
Insurance 1.03 -
Sovereign 1.64 1.47
Metals & Mining 0.73 0.43
Materials 1.69 -
Unclassified - 1.38
Textiles - 0.7
Chemicals - 0.33

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