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)	₹2355 Cr	₹24684 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 Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Month	0.25%	0.72%
6 Month	2.25%	2.21%
1 Year	2.41%	3.43%
3 Year	13.53%	11.6%
5 Year	14.75%	14.97%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
6 Month	1.83%	1.98%
1 Year	9.25%	10.43%
3 Year	12.42%	10.62%
5 Year	12.94%	11.86%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Year	13.92%	9.86%
3 Year	14.78%	12.04%
5 Year	14.45%	11.83%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	8.84%	8.28%
Sharp	0.77%	0.59%
Beta	0.99%	0.94%
Alpha	1.22%	-0.41%

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

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	29.81	32.67
Large Cap	52.5	50.39
Small Cap	11.91	15.25
Mid Cap	5.8	1.7

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	27.1	31.53
Petroleum Products	3.03	-
IT - Software	5	-
Construction	3.85	-
Diversified FMCG	0.97	-
Banks	16.89	-
CRISIL AAA	1.93	-
Pharmaceuticals & Biotechnology	2.5	-
Ferrous Metals	0.68	-
Realty	1.22	-
Automobiles	2.37	-
Healthcare Services	2.44	-
Finance	1.79	-
Telecom - Services	3.78	-
Gas	1.37	-
Industrial Products	0.69	-
Agricultural Food & other Products	0.98	-
Food Products	1.35	-
Aerospace & Defense	1.09	-
Consumer Durables	2.23	-
Auto Components	2.66	-
Financial Technology (Fintech)	1.1	-
Cement & Cement Products	1.42	-
Power	2.6	-
Chemicals & Petrochemicals	0.56	-
Fertilizers & Agrochemicals	1.06	-
Transport Services	1.27	-
Retailing	2.99	-
Capital Markets	0.21	-
Insurance	1.85	-
Leisure Services	1.44	-
Beverages	0.76	-
Textiles & Apparels	0.32	-
Commercial Services & Supplies	0.52	-
Energy	-	6.03
Technology	-	7.72
Consumer Defensive	-	5.78
Industrials	-	9.02
Financial Services	-	24.52
Healthcare	-	4.22
Real Estate	-	0.91
Utilities	-	0.23
Consumer Cyclical	-	5.93
Basic Materials	-	0.71
Communication Services	-	3.4