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) | ₹2245 Cr | ₹6302 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 | 0.67% | 0.18% |
6 Month | 5.85% | 5.36% |
1 Year | 3.11% | 1.32% |
3 Year | 15.55% | 17.08% |
5 Year | 17.79% | 19.89% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 1.52% | 0.84% |
1 Year | 8.87% | 7.15% |
3 Year | 13.41% | 13.91% |
5 Year | 13.65% | 15.04% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.19% | 13.28% |
3 Year | 14.53% | 12.78% |
5 Year | 14.51% | 11.88% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9% | 9.01% |
Sharp | 0.95% | 1.06% |
Beta | 0.15% | 0.17% |
Alpha | 7.54% | 8.99% |
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 | 33.06 |
Large Cap | 50.3 | 45.24 |
Mid Cap | 7.59 | 11.32 |
Small Cap | 11.47 | 10.37 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 29.82 | 28.29 |
Energy | 2.88 | 5.47 |
Technology | 4.86 | 7.17 |
Industrials | 8.71 | 5.77 |
Consumer Defensive | 3.42 | 4.76 |
Financial Services | 21.95 | 22.18 |
Healthcare | 4.83 | 4.98 |
Basic Materials | 3.64 | 5.02 |
Real Estate | 1.55 | 2.96 |
Consumer Cyclical | 10.54 | 7.75 |
Communication Services | 3.83 | 4.05 |
Utilities | 3.96 | 1.59 |
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