Franklin India Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

Invest Now

tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

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) ₹1901 Cr ₹3917 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Dec 1999 08 Oct 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 50.43% 4.76%
Expense Ratio 2.11 1.93
Manager Sandeep Manam Murthy Nagarajan
ISIN Code INF090I01817 INF277K01303
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 2.01% 0.54%
6 Month 9.27% 8.16%
1 Year 25.07% 22.03%
3 Year 15.2% 13.34%
5 Year 16.56% 14.55%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 11.6% 10.9%
3 Year 18.26% 15.64%
5 Year 18.02% 16.38%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 13.54% 11.52%
3 Year 14.4% 13.77%
5 Year 14.31% 13.84%

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 0.73% 0.6%
Beta 0.97% 1.02%
Alpha 3.55% 2.24%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 31.83 26.31
Large Cap 47.77 54.47
Mid Cap 7.56 10.31
Small Cap 12.82 8.91

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 31.83 26.31
Petroleum Products 2.15 5.67
IT - Software 6.95 6.28
Cement & Cement Products 1.86 2.77
Construction 3.36 4.55
Finance 1.18 1.03
Diversified FMCG 1.12 3.42
Banks 16.77 16.8
Pharmaceuticals & Biotechnology 2.74 4.41
Ferrous Metals 0.58 -
Healthcare Services 1.8 1.33
Telecom - Services 4.09 5.72
Gas 0.9 0.94
Industrial Products 1.56 1.48
Automobiles 2.37 2.11
Agricultural Food & other Products 0.67 -
Oil 0.79 -
Aerospace & Defense 0.78 -
Consumer Durables 2.24 -
Financial Technology (Fintech) 1.35 -
Capital Markets 0.49 -
Chemicals & Petrochemicals 1.08 -
Power 1.73 2.9
Retailing 1.56 2.42
Insurance 1.22 0.87
Leisure Services 3.15 -
Realty 0.61 1.8
Beverages 1.69 2.45
Auto Components 1.83 1.07
Textiles & Apparels 0.75 -
Commercial Services & Supplies 0.78 -
Personal Products - 0.91
Transport Services - 0.48
Transport Infrastructure - 1.86
Fertilizers & Agrochemicals - 2.42

Top Comparisons

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns21.72%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns5.69%

VS

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns6.61%

Compare Now

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns5.69%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.64%

Compare Now

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns6.13%

VS

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.08%

Compare Now
Request call back
Add to Cart Successfully