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Franklin India Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Franklin India Aggressive Hybrid Fund - Growth Plan

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tortoise-icon Tata Aggressive Hybrid 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 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) ₹2355 Cr ₹4166 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% -
6 Month 1.03% 3.44%
1 Year 1.31% 1.97%
3 Year 13.78% 11.04%
5 Year 14.21% 13.24%

SIP Return Analysis

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month 1.04% 2.6%
1 Year 8.46% 11.72%
3 Year 12.01% 10.32%
5 Year 12.65% 11.16%

Rolling Lumpsum Returns

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year 13.92% 12.9%
3 Year 14.78% 14.6%
5 Year 14.45% 15.33%

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 0.87% 0.53%
Beta 1.01% 1.16%
Alpha 1.98% -1.43%

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 29.79 27.05
Large Cap 51.05 54.4
Mid Cap 7.24 6.93
Small Cap 11.92 11.61

Sector Allocation

Scheme Name

Franklin India Aggressive Hybrid Fund - Growth Plan

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Others 29.01 25.46
Energy 3.03 5.79
Technology 5 6.06
Industrials 9.12 7.59
Consumer Defensive 4.06 8.97
Financial Services 21.84 19.18
Healthcare 4.94 4.19
Basic Materials 3.72 6.2
Real Estate 1.23 0.78
Consumer Cyclical 10.32 8.13
Communication Services 3.77 5.87
Utilities 3.97 1.78

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