HDFC Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

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)	₹1901 Cr	₹24098 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Dec 1999	01 Apr 2005
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	50.43%	15.22%
Expense Ratio	2.11	1.68
Manager	Sandeep Manam	Dhruv Muchhal
ISIN Code	INF090I01817	INF179K01AS4
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Month	-0.65%	0.39%
6 Month	12.13%	12.1%
1 Year	29.21%	23.5%
3 Year	14.58%	15.32%
5 Year	17.5%	17.35%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-	-
1 Year	13.21%	10.45%
3 Year	31.62%	27.07%
5 Year	58.41%	55.69%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Year	18.2%	18.02%
3 Year	44.77%	44.42%
5 Year	63.23%	59.82%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	9%	8.51%
Sharp	0.91%	0.99%
Beta	0.99%	0.92%
Alpha	3.72%	2.76%

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
Fund Manage	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	31.48	29.92
Large Cap	53.68	49.31
Mid Cap	6.21	3.66
Small Cap	8.64	17.11

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	4.22	18.07
Sovereign	1.64	-
Energy	7.17	0.51
Technology	6.72	-
Materials	1.69	-
Construction	4.3	9.44
Financial	38.56	7.78
Healthcare	4.56	-
Capital Goods	6.54	-
Metals & Mining	0.73	-
Services	7.81	-
Automobile	3.85	-
Consumer Staples	3.04	-
Consumer Discretionary	2.7	-
Communication	5.45	-
Insurance	1.03	-
Petroleum Products	-	6.29
IT - Software	-	5.76
Personal Products	-	1.97
Banks	-	23.78
Pharmaceuticals & Biotechnology	-	2.93
Realty	-	0.71
Power	-	1.65
Paper, Forest & Jute Products	-	0.17
Healthcare Services	-	1.6
Finance	-	0.56
Diversified FMCG	-	3.77
Media	-	0.1
Fertilizers & Agrochemicals	-	0.46
Auto Components	-	1.18
Transport Services	-	0.29
Telecom - Services	-	3.64
Industrial Manufacturing	-	0.69
Industrial Products	-	2.15
Textiles & Apparels	-	0.8
Beverages	-	1.39
Commercial Services & Supplies	-	1.4
Leisure Services	-	1.47
Unclassified	-	1.44