Franklin India Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
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 | 3.4% | 3.06% |
6 Month | 3.88% | 1.75% |
1 Year | 10.19% | 7.01% |
3 Year | 18.35% | 15.44% |
5 Year | 21.75% | 20% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 4.96% | 4.14% |
1 Year | 7.68% | 3.35% |
3 Year | 16.65% | 12.36% |
5 Year | 16% | 13.36% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 13.57% | 11.66% |
3 Year | 14.36% | 13.65% |
5 Year | 14.39% | 13.89% |
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 | 0.88% | 0.6% |
Beta | 0.99% | 1.09% |
Alpha | 2.88% | -0.13% |
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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 | 32.79 | 26.52 |
Large Cap | 50.03 | 57.95 |
Mid Cap | 6.51 | 7.8 |
Small Cap | 10.67 | 7.73 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 32.79 | 26.52 |
Petroleum Products | 2.3 | 5.7 |
IT - Software | 6.99 | 5.14 |
Construction | 3.57 | 4.47 |
Diversified FMCG | 1.02 | 3.11 |
Banks | 17.97 | 20.96 |
Pharmaceuticals & Biotechnology | 2.97 | 4.52 |
Ferrous Metals | 0.59 | - |
Finance | 1.1 | 2.63 |
Telecom - Services | 3.66 | 5.22 |
Gas | 1.5 | 0.74 |
Industrial Products | 0.57 | 1.36 |
Automobiles | 2.75 | 4.48 |
Agricultural Food & other Products | 0.66 | - |
Industrial Manufacturing | 0.26 | - |
Oil | 0.72 | - |
Aerospace & Defense | 0.66 | - |
Consumer Durables | 2.11 | - |
Financial Technology (Fintech) | 1.24 | - |
Healthcare Services | 1.42 | - |
Capital Markets | 0.41 | - |
Cement & Cement Products | 2.26 | 2.51 |
Chemicals & Petrochemicals | 0.54 | - |
Power | 1.65 | 1.71 |
Retailing | 1.57 | 0.86 |
Insurance | 1.13 | 0.87 |
Leisure Services | 2.75 | - |
Realty | 0.63 | 1.36 |
Beverages | 1.6 | 2.32 |
Auto Components | 1.64 | 0.77 |
Textiles & Apparels | 0.64 | - |
Commercial Services & Supplies | 0.33 | - |
Personal Products | - | 0.9 |
Transport Services | - | 0.37 |
Transport Infrastructure | - | 1.53 |
Fertilizers & Agrochemicals | - | 1.95 |
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