HDFC Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
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% |
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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 |
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