Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
HDFC Hybrid Debt Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹205 Cr | ₹205 Cr | ₹3373 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 28 Sep 2000 | 28 Sep 2000 | 26 Dec 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 24.24% | 49% | 11.39% |
| Expense Ratio | 1.4 | 1.4 | 1.77 |
| Manager | Sandeep Manam | Sandeep Manam | Dhruv Muchhal |
| ISIN Code | INF090I01EA7 | INF090I01EA7 | INF179K01AE4 |
| Exits Load | Data not available./365 | Data not available./365 | HDFC Hybrid Debt 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 Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| 1 Month | -0.36% | -0.36% | -0.2% |
| 6 Month | 1.76% | 1.76% | 1.7% |
| 1 Year | 5.59% | 5.59% | 4.96% |
| 3 Year | 9.04% | 9.04% | 9.64% |
| 5 Year | 7.99% | 7.99% | 9.82% |
SIP Return Analysis
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| 6 Month | 0.68% | 0.68% | 1.01% |
| 1 Year | 5.99% | 5.99% | 5.45% |
| 3 Year | 8.43% | 8.43% | 8.14% |
| 5 Year | 8.29% | 8.29% | 8.97% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| 1 Year | 9.13% | 9.13% | 9.7% |
| 3 Year | 8.45% | 8.45% | 10.44% |
| 5 Year | 8.81% | 8.81% | 10.19% |
Risk Management
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Standard Deviation | 3.4% | 3.4% | 3.85% |
| Sharp | 0.92% | 0.92% | 0.76% |
| Beta | 0.75% | 0.75% | 1.26% |
| Alpha | 0.42% | 0.42% | 0.30% |
Fund Managers
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Name | Sandeep Manam | Sandeep Manam | Dhruv Muchhal |
| Total AUM | ₹74256 Cr | ₹74256 Cr | ₹520687 Cr |
| Funds Managed | 20 | 20 | 40 |
| Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HDFC Hybrid Debt Fund - Growth Plan |
Market Cap
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Others | 76.34 | 76.34 | 79.48 |
| Large Cap | 17.4 | 17.4 | 18.06 |
| Small Cap | 3.62 | 3.62 | 1.02 |
| Mid Cap | 2.64 | 2.64 | 1.44 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
HDFC Hybrid Debt Fund - Growth Plan |
|---|---|---|---|
| Others | 76.34 | 76.34 | 78.75 |
| Energy | 0.84 | 0.84 | 2.39 |
| Technology | 1.86 | 1.86 | 1.97 |
| Industrials | 3.11 | 3.11 | 1.61 |
| Consumer Defensive | 1.32 | 1.32 | 0.6 |
| Financial Services | 7.56 | 7.56 | 8.63 |
| Healthcare | 1.67 | 1.67 | 1.84 |
| Basic Materials | 1.25 | 1.25 | 0.17 |
| Consumer Cyclical | 3.19 | 3.19 | 1.17 |
| Communication Services | 1.28 | 1.28 | 0.99 |
| Utilities | 1.3 | 1.3 | 1.25 |
| Real Estate | 0.3 | 0.3 | 0.63 |
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