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) | ₹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 |
Top Comparisons
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.21%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.95%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns23.89%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns18.51%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.16%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.64%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns23.37%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns24.76%