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Franklin India Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon Franklin India Aggressive Hybrid Fund - Growth Plan

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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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 1.94% 2.15%
6 Month 4.7% 5.16%
1 Year 5.8% 4.5%
3 Year 14.65% 16.18%
5 Year 17.15% 19.63%

SIP Return Analysis

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 2.37% 2.62%
1 Year 9.59% 9.82%
3 Year 13.28% 14.26%
5 Year 13.5% 15.12%

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 31.3
Large Cap 51.76 45.7
Mid Cap 6.16 12.5
Small Cap 11.47 10.36

Sector Allocation

Scheme Name

Franklin India Aggressive Hybrid Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 27.83 28.16
Petroleum Products 2.88 3.64
IT - Software 4.86 7.17
Construction 3.62 3.34
Diversified FMCG 1.02 2.92
Banks 17.29 15.49
CRISIL AAA 1.99 -
Pharmaceuticals & Biotechnology 2.51 4.99
Ferrous Metals 0.65 -
Realty 1.55 2.16
Automobiles 2.43 5.01
Healthcare Services 2.33 -
Finance 1.46 2.64
Telecom - Services 3.84 3.18
Gas 1.37 0.22
Industrial Products 0.65 0.34
Agricultural Food & other Products 0.98 -
Aerospace & Defense 1.07 -
Consumer Durables 1.93 0.54
Auto Components 2.52 -
Financial Technology (Fintech) 1.09 -
Cement & Cement Products 1.51 0.96
Power 2.59 1.59
Chemicals & Petrochemicals 0.56 0.86
Fertilizers & Agrochemicals 0.93 0.37
Transport Services 1.3 2.48
Retailing 3.01 0.45
Capital Markets 0.19 1.44
Insurance 1.92 1.81
Leisure Services 1.94 0.67
Beverages 1.42 -
Textiles & Apparels 0.5 1.53
Commercial Services & Supplies 0.29 -
- - 0.8
Diversified Metals - 2.06
Oil - 0.9
Personal Products - 1.04
Other Consumer Services - 0.8
Diversified - 0.42
Consumable Fuels - 0.7
Entertainment - 0.42
Paper, Forest & Jute Products - 0.76

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