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) | ₹2187 Cr | ₹6254 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 | 0.65% | 1.06% |
6 Month | 5.23% | 5.6% |
1 Year | 5.51% | 5.54% |
3 Year | 17.92% | 19.12% |
5 Year | 19.28% | 21.37% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 6.69% | 7.25% |
1 Year | 10.45% | 10.65% |
3 Year | 16.26% | 17.83% |
5 Year | 15.69% | 17.77% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.41% | 13.56% |
3 Year | 14.38% | 12.62% |
5 Year | 14.42% | 11.76% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9% | 9.01% |
Sharp | 1.34% | 1.4% |
Beta | 0.97% | 1.05% |
Alpha | 3.45% | 3.93% |
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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 | 32.62 | 33.26 |
Large Cap | 50.45 | 42.54 |
Mid Cap | 5.9 | 13.26 |
Small Cap | 11.04 | 10.94 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.62 | 31.55 |
Energy | 2.79 | 5.45 |
Technology | 6.79 | 6.34 |
Industrials | 7.58 | 5.04 |
Consumer Defensive | 3.37 | 4.57 |
Financial Services | 21.53 | 22.79 |
Healthcare | 4.63 | 4.26 |
Basic Materials | 2.56 | 5.36 |
Communication Services | 3.72 | 4.93 |
Utilities | 3.06 | 1.59 |
Consumer Cyclical | 10.61 | 7.34 |
Real Estate | 0.74 | 0.78 |
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