Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Aggressive Hybrid Fund - Growth Plan

Invest Now

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

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 Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund Franklin India Aggressive Hybrid Fund - Growth Plan Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹2256 Cr ₹4091 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 2.07 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 Aggressive Hybrid Fund - Growth Plan Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month -1.41% -1.75%
6 Month 7.2% 5.76%
1 Year 3.24% -0.78%
3 Year 14.77% 10.93%
5 Year 17.94% 15.76%

SIP Return Analysis

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month 2.05% 1.38%
1 Year 4.47% 0.98%
3 Year 13.44% 9.34%
5 Year 13.86% 11.18%

Rolling Lumpsum Returns

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year 13.3% 11.2%
3 Year 14.49% 13.63%
5 Year 14.47% 14%

Risk Management

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation 9% 9.21%
Sharp 1.12% 0.71%
Beta 0.14% 0.14%
Alpha 8.72% 5.8%

Fund Managers

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

Market Cap

Scheme Name

Franklin India Aggressive Hybrid Fund - Growth Plan

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Others 32.01 27.95
Large Cap 48.74 53.5
Mid Cap 7.43 8.56
Small Cap 11.82 9.99

Sector Allocation

Scheme Name

Franklin India Aggressive Hybrid Fund - Growth Plan

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Others 32.01 27.95
Energy 2.83 4.93
Technology 4.99 4.44
Industrials 7.41 7.48
Consumer Defensive 3.14 9.47
Financial Services 21.63 19.62
Healthcare 4.86 4.76
Basic Materials 3.64 5.76
Consumer Cyclical 11.26 6.8
Communication Services 3.66 5.55
Utilities 3.77 2.34
Real Estate 0.79 0.91

Top Comparisons

Tata Focused Fund-Regular Plan-Growth Tata Focused Fund-Regular Plan-Growth

3Y Returns15.3%

VS

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns15.89%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns6.35%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.35%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns21.75%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns21.38%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns27.99%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns19.43%

Compare Now
Add to Cart Successfully