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) | ₹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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