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) | ₹2245 Cr | ₹4011 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 | 1.73% | 2.88% |
6 Month | 10.69% | 10.76% |
1 Year | 1.2% | -1.76% |
3 Year | 14.97% | 11.82% |
5 Year | 17.92% | 16.04% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.79% | 2.36% |
1 Year | 7.06% | 6.36% |
3 Year | 13.5% | 10.3% |
5 Year | 13.7% | 11.51% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 13.3% | 11.2% |
3 Year | 14.49% | 13.63% |
5 Year | 14.47% | 14% |
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 | 0.92% | 0.52% |
Beta | 0.13% | 0.1% |
Alpha | 7.35% | 4.47% |
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 | 32.12 | 28.55 |
Large Cap | 48.75 | 52.09 |
Mid Cap | 7.4 | 8.12 |
Small Cap | 11.72 | 11.24 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Others | 32.12 | 27.44 |
Energy | 2.78 | 4.91 |
Technology | 4.99 | 4.87 |
Industrials | 7.55 | 7.72 |
Consumer Defensive | 3.19 | 9.47 |
Financial Services | 20.96 | 18 |
Healthcare | 4.9 | 4.86 |
Basic Materials | 3.71 | 6.69 |
Consumer Cyclical | 11.75 | 8.11 |
Communication Services | 3.6 | 5.52 |
Utilities | 3.69 | 1.55 |
Real Estate | 0.77 | 0.85 |
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