Franklin India Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹2273 Cr | ₹4025 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 | 1.9% | 2.5% |
| 6 Month | 3.92% | 4.89% |
| 1 Year | 7.07% | 5.89% |
| 3 Year | 14.49% | 11.47% |
| 5 Year | 15.9% | 14.68% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.74% | 2.78% |
| 1 Year | 9.45% | 10.89% |
| 3 Year | 13.03% | 10.56% |
| 5 Year | 13.28% | 11.42% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.98% | 12.95% |
| 3 Year | 14.8% | 14.62% |
| 5 Year | 14.43% | 15.38% |
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 | 0.94% | 0.61% |
| Beta | 1% | 1.16% |
| Alpha | 2.11% | -1.3% |
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 | 30.64 | 29.22 |
| Large Cap | 50.3 | 52.27 |
| Mid Cap | 7.59 | 6.71 |
| Small Cap | 11.47 | 11.8 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 29.82 | 27.5 |
| Energy | 2.88 | 5.61 |
| Technology | 4.86 | 4.66 |
| Industrials | 8.71 | 7.33 |
| Consumer Defensive | 3.42 | 8.99 |
| Financial Services | 21.95 | 18.81 |
| Healthcare | 4.83 | 4.18 |
| Basic Materials | 3.64 | 6.4 |
| Real Estate | 1.55 | 0.87 |
| Consumer Cyclical | 10.54 | 8.44 |
| Communication Services | 3.83 | 5.5 |
| Utilities | 3.96 | 1.71 |
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