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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 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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