SBI Conservative Hybrid Fund vs Franklin India Debt Hybrid Fund compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
SBI Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹203 Cr | ₹203 Cr | ₹9787 Cr |
Min Investment | ₹10000 | ₹10000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 28 Sep 2000 | 28 Sep 2000 | 23 Mar 2001 |
Category | Conservative | Conservative | Conservative |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 24.24% | 49% | 252% |
Expense Ratio | 1.4 | 1.4 | 1.54 |
Manager | Sandeep Manam | Sandeep Manam | Pradeep Kesavan |
ISIN Code | INF090I01EA7 | INF090I01EA7 | INF200K01859 |
Exits Load | Data not available./365 | Data not available./365 | SBI Conservative Hybrid Fund - Regular Plan - 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 Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 0.66% | 0.66% | 0.96% |
6 Month | 6.06% | 6.06% | 6.51% |
1 Year | 5.23% | 5.23% | 4.64% |
3 Year | 9.22% | 9.22% | 9.66% |
5 Year | 9.08% | 9.08% | 11.18% |
SIP Return Analysis
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 1.19% | 1.19% | 1.84% |
1 Year | 6.95% | 6.95% | 7.7% |
3 Year | 9.33% | 9.33% | 9.57% |
5 Year | 8.71% | 8.71% | 9.67% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.24% | 9.24% | 8.48% |
3 Year | 8.42% | 8.42% | 8.53% |
5 Year | 8.83% | 8.83% | 8.45% |
Risk Management
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 3.56% | 3.56% | 3.36% |
Sharp | 0.67% | 0.67% | 0.86% |
Beta | 1.07% | 1.07% | 0.96% |
Alpha | 0.58% | 0.58% | 1.26% |
Fund Managers
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Name | Sandeep Manam | Sandeep Manam | Pradeep Kesavan |
Total AUM | ₹74256 Cr | ₹74256 Cr | ₹434274 Cr |
Funds Managed | 20 | 20 | 43 |
Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | SBI Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Others | 76.5 | 76.5 | 77.7 |
Large Cap | 16.73 | 16.73 | 8.03 |
Mid Cap | 2.69 | 2.69 | 5.66 |
Small Cap | 4.08 | 4.08 | 8.62 |
Sector Allocation
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Others | 76.5 | 76.5 | 76.86 |
Energy | 0.74 | 0.74 | 2.18 |
Technology | 1.73 | 1.73 | - |
Industrials | 2.64 | 2.64 | 4.49 |
Consumer Defensive | 1.21 | 1.21 | 1.88 |
Financial Services | 7.34 | 7.34 | 7.18 |
Healthcare | 1.71 | 1.71 | 1.76 |
Basic Materials | 1.29 | 1.29 | 3.77 |
Consumer Cyclical | 4.02 | 4.02 | 1.88 |
Communication Services | 1.25 | 1.25 | - |
Utilities | 1.27 | 1.27 | - |
Real Estate | 0.28 | 0.28 | - |
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