HDFC Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

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Franklin India Equity Hybrid Fund - Growth Plan

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HDFC Hybrid Equity Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Fund	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2187 Cr	₹23354 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Dec 1999	06 Apr 2005
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	50.43%	15.22%
Expense Ratio	2.07	1.68
Manager	Sandeep Manam	Dhruv Muchhal
ISIN Code	INF090I01817	INF179K01AS4
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	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Month	1.51%	0.97%
6 Month	2.89%	3.91%
1 Year	6.92%	6.17%
3 Year	19.64%	17.7%
5 Year	19.61%	19.57%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
6 Month	4.94%	5.29%
1 Year	7.27%	8.5%
3 Year	16.01%	13.3%
5 Year	15.62%	14.43%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Year	13.41%	10.36%
3 Year	14.38%	11.75%
5 Year	14.42%	11.6%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	9%	9.334%
Sharp	1.07%	0.486%
Beta	0.99%	0.949%
Alpha	3.1%	0.562%

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Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Name	Sandeep Manam	Dhruv Muchhal
Total AUM	₹74256 Cr	₹520687 Cr
Funds Managed	20	40
	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	32.8	33.28
Large Cap	50.96	48.42
Mid Cap	6.35	2.67
Small Cap	9.88	15.63

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	32.8	32.45
Petroleum Products	2.64	-
IT - Software	6.62	-
Construction	3.29	-
Diversified FMCG	1.02	-
Banks	18.38	-
Pharmaceuticals & Biotechnology	2.49	-
Ferrous Metals	0.52	-
Healthcare Services	1.85	-
Finance	1.27	-
Telecom - Services	3.88	-
Gas	1.49	-
Industrial Products	0.57	-
Automobiles	2.68	-
Agricultural Food & other Products	0.7	-
Oil	0.69	-
Aerospace & Defense	0.66	-
Consumer Durables	1.85	-
Financial Technology (Fintech)	1.22	-
Cement & Cement Products	1.53	-
Chemicals & Petrochemicals	0.49	-
Transport Services	0.62	-
Retailing	2.33	-
Power	1.58	-
Insurance	1.19	-
Leisure Services	2.83	-
Realty	0.71	-
Beverages	1.72	-
Auto Components	1.6	-
Textiles & Apparels	0.44	-
Commercial Services & Supplies	0.33	-
Energy	-	5.71
Technology	-	8.82
Consumer Defensive	-	6.79
Industrials	-	9.19
Financial Services	-	22.61
Healthcare	-	4.18
Real Estate	-	0.83
Consumer Cyclical	-	3.29
Basic Materials	-	0.58
Communication Services	-	4.26
Utilities	-	1.29