HDFC Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

HDFC Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

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Franklin India Aggressive 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 Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Fund	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹2380 Cr	₹24704 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

Trailing Lumpsum Returns

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Month	-0.86%	-0.99%
6 Month	-0.66%	-1.06%
1 Year	4.84%	6.55%
3 Year	14.09%	11.69%
5 Year	12.69%	12.89%

SIP Return Analysis

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-0.88%	-0.54%
1 Year	3.51%	4.18%
3 Year	10%	8.44%
5 Year	11.61%	10.53%

Rolling Lumpsum Returns

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Year	13.78%	9.75%
3 Year	14.76%	12.02%
5 Year	14.44%	11.88%

Risk Management

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	9%	8.51%
Sharp	0.93%	0.74%
Beta	1%	1.2%
Alpha	1.98%	-0.18%

Fund Managers

Scheme Name	Franklin India Aggressive 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 Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan

Market Cap

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	30.3	31.69
Large Cap	51.89	51.88
Small Cap	9.91	15.11
Mid Cap	7.9	1.32

Sector Allocation

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	29.09	29.59
Energy	3.17	5.93
Technology	5.37	7.96
Industrials	10.76	9.81
Consumer Defensive	4.05	5.71
Financial Services	21.79	25.05
Healthcare	4.7	4.09
Basic Materials	3.2	1.41
Real Estate	1.68	0.88
Consumer Cyclical	9.21	6.72
Communication Services	3.43	2.65
Utilities	3.55	0.22

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