Franklin India Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2380 Cr | ₹6758 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Dec 1999 | 25 Mar 2000 |
| 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% | 27% |
| Expense Ratio | 2.07 | 1.89 |
| Manager | Sandeep Manam | V Srivatsa |
| ISIN Code | INF090I01817 | INF789F01323 |
| 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 | UTI Aggressive Hybrid Fund - 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.86% | 0.06% |
| 6 Month | -0.66% | 1.45% |
| 1 Year | 4.84% | 7.81% |
| 3 Year | 14.09% | 16.46% |
| 5 Year | 12.69% | 15.86% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.88% | 1.62% |
| 1 Year | 3.51% | 8.77% |
| 3 Year | 10% | 12.56% |
| 5 Year | 11.61% | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.78% | 13.57% |
| 3 Year | 14.76% | 13.39% |
| 5 Year | 14.44% | 12.21% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.68% | 9.18% |
| Sharp | 0.85% | 1.05% |
| Beta | 0.99% | 1.06% |
| Alpha | 1.09% | 2.97% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | V Srivatsa |
| Total AUM | ₹74256 Cr | ₹7921 Cr |
| Funds Managed | 20 | 3 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 30.3 | 33.56 |
| Large Cap | 51.89 | 44.26 |
| Small Cap | 9.91 | 10.33 |
| Mid Cap | 7.9 | 11.85 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 29.09 | 27.53 |
| Energy | 3.17 | 6.46 |
| Technology | 5.37 | 8.17 |
| Industrials | 10.76 | 6.08 |
| Consumer Defensive | 4.05 | 5.1 |
| Financial Services | 21.79 | 21.2 |
| Healthcare | 4.7 | 4.27 |
| Basic Materials | 3.2 | 5.13 |
| Real Estate | 1.68 | 2.78 |
| Consumer Cyclical | 9.21 | 7.3 |
| Communication Services | 3.43 | 4.49 |
| Utilities | 3.55 | 1.49 |
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