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Franklin India Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2031 Cr ₹3997 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Dec 1999 05 Jan 1996
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 50.43% 4.76%
Expense Ratio 2.09 1.92
Manager Sandeep Manam Murthy Nagarajan
ISIN Code INF090I01817 INF277K01303
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 Tata Hybrid Equity Fund - Regular Plan - 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 Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 1.47% 0.99%
6 Month -0.41% -2.21%
1 Year 7.14% 3.46%
3 Year 18.47% 15.28%
5 Year 19.7% 17.84%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month 5.52% 4.59%
1 Year 7.02% 2.65%
3 Year 15.63% 11.27%
5 Year 15.34% 12.6%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 13.41% 11.37%
3 Year 14.38% 13.58%
5 Year 14.42% 13.94%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9% 9.21%
Sharp 1.07% 0.75%
Beta 0.99% 1.09%
Alpha 3.1% -0.22%

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Fund Managers

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Sandeep Manam Murthy Nagarajan
Total AUM ₹74256 Cr ₹18015 Cr
Funds Managed 20 11
Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 32.8 26.65
Large Cap 50.96 58.39
Mid Cap 6.35 7.36
Small Cap 9.88 7.6

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 32.8 26.65
Petroleum Products 2.64 6.16
IT - Software 6.62 4.82
Construction 3.29 4.25
Diversified FMCG 1.02 3.17
Banks 18.38 20.42
Pharmaceuticals & Biotechnology 2.49 4.51
Ferrous Metals 0.52 -
Healthcare Services 1.85 -
Finance 1.27 3.44
Telecom - Services 3.88 5.47
Gas 1.49 0.81
Industrial Products 0.57 1.26
Automobiles 2.68 3.82
Agricultural Food & other Products 0.7 -
Oil 0.69 -
Aerospace & Defense 0.66 -
Consumer Durables 1.85 -
Financial Technology (Fintech) 1.22 -
Cement & Cement Products 1.53 2.5
Chemicals & Petrochemicals 0.49 -
Transport Services 0.62 0.39
Retailing 2.33 0.9
Power 1.58 1.75
Insurance 1.19 0.93
Leisure Services 2.83 -
Realty 0.71 0.74
Beverages 1.72 2.21
Auto Components 1.6 1.41
Textiles & Apparels 0.44 -
Commercial Services & Supplies 0.33 -
Personal Products - 0.85
Transport Infrastructure - 1.51
Fertilizers & Agrochemicals - 2.03

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