Franklin India Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

Franklin India Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

Link copied to clipboard!

Franklin India Aggressive Hybrid Fund - Growth Plan

Invest Now

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2273 Cr	₹6379 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	0.89%	1.84%
6 Month	5.68%	6.88%
1 Year	4.96%	4.89%
3 Year	14.31%	16.1%
5 Year	15.81%	18.67%

SIP Return Analysis

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	1.24%	1.77%
1 Year	7.98%	8.82%
3 Year	12.54%	13.7%
5 Year	13%	14.71%

Rolling Lumpsum Returns

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	13.98%	13.7%
3 Year	14.8%	13.31%
5 Year	14.43%	12.13%

Risk Management

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9%	9.01%
Sharp	0.94%	1.05%
Beta	1%	1.09%
Alpha	2.11%	3.07%

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	30.64	32.42
Large Cap	50.3	45.39
Mid Cap	7.59	11.86
Small Cap	11.47	10.32

Sector Allocation

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	29.82	27.07
Energy	2.88	6.07
Technology	4.86	7.76
Industrials	8.71	6.73
Consumer Defensive	3.42	5.07
Financial Services	21.95	21.89
Healthcare	4.83	4.26
Basic Materials	3.64	5.12
Real Estate	1.55	2.83
Consumer Cyclical	10.54	7.47
Communication Services	3.83	4.14
Utilities	3.96	1.58

Top Comparisons

UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns23.71%

VS

HSBC Business Cycles Fund - Regular Growth

3Y Returns20.23%

Compare Now

Kotak Flexicap Fund - Growth

3Y Returns16.37%

VS

HSBC Flexi Cap Fund - Regular Growth

3Y Returns19.42%

Compare Now

ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns15.61%

VS

Nippon India Nifty Bank Index Fund - Reg (G)

3Y Returns0%

Compare Now

HDFC Ultra Short Term Fund - Growth Option

3Y Returns7.16%

VS

DSP Ultra Short Fund - Regular Plan - Growth

3Y Returns6.83%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully