Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

Invest Now

tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

Invest Now

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) ₹2031 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 2.09 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 Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
1 Month 1.47% 1.48%
6 Month -0.41% 0.35%
1 Year 7.14% 6.69%
3 Year 18.47% 16.61%
5 Year 19.7% 20%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
6 Month 5.52% 6.17%
1 Year 7.02% 8.42%
3 Year 15.63% 13.07%
5 Year 15.34% 14.21%

Rolling Lumpsum Returns

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%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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

Top Comparisons

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns12.82%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns15.87%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.98%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns10.73%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.04%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.26%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns12.57%

VS

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns22.6%

Compare Now
Add to Cart Successfully