Franklin India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

Franklin India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

Link copied to clipboard!

Franklin India Aggressive Hybrid Fund - Growth Plan

Invest Now

HDFC Hybrid Equity Fund - Growth Plan

Invest Now

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)	₹2245 Cr	₹23996 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	1.73%	1.89%
6 Month	10.69%	11.25%
1 Year	1.2%	1.61%
3 Year	14.97%	12.73%
5 Year	17.92%	17.46%

SIP Return Analysis

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
6 Month	1.79%	1.63%
1 Year	7.06%	7.63%
3 Year	13.5%	11.06%
5 Year	13.7%	12.46%

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%	8.70%
Sharp	0.92%	0.60%
Beta	0.13%	0.96%
Alpha	7.35%	0.49%

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	32.12	33.09
Large Cap	48.75	49.15
Mid Cap	7.4	1.5
Small Cap	11.72	16.25

Sector Allocation

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	32.12	32
Energy	2.78	5.58
Technology	4.99	7.78
Industrials	7.55	9.77
Consumer Defensive	3.19	6.07
Financial Services	20.96	24.2
Healthcare	4.9	4.04
Basic Materials	3.71	0.59
Consumer Cyclical	11.75	4.95
Communication Services	3.6	3.93
Utilities	3.69	0.22
Real Estate	0.77	0.87

Top Comparisons

SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns12.99%

VS

Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns15.61%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.98%

VS

DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns10.13%

Compare Now

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns13.52%

VS

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns17.6%

Compare Now

Nippon India Innovation Fund - Regular (G)

3Y Returns0%

VS

HSBC Business Cycles Fund - Regular Growth

3Y Returns20.77%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully