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) | ₹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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