SBI Equity Hybrid Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹2256 Cr | ₹77794 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Dec 1999 | 20 Jan 2005 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 50.43% | 10% |
Expense Ratio | 2.07 | 1.4 |
Manager | Sandeep Manam | Pradeep Kesavan |
ISIN Code | INF090I01817 | INF200K01107 |
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 | SBI Equity 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 Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Month | -1.41% | -1.71% |
6 Month | 7.2% | 10.16% |
1 Year | 3.24% | 9.8% |
3 Year | 14.77% | 13.35% |
5 Year | 17.94% | 16.21% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 2.05% | 2.98% |
1 Year | 4.47% | 11.09% |
3 Year | 13.44% | 14.6% |
5 Year | 13.86% | 13.56% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 13.3% | 13.63% |
3 Year | 14.49% | 12.25% |
5 Year | 14.47% | 13.46% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 9% | 8.66% |
Sharp | 1.12% | 0.94% |
Beta | 0.14% | 0.07% |
Alpha | 8.72% | 7.58% |
Fund Managers
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Name | Sandeep Manam | Pradeep Kesavan |
Total AUM | ₹74256 Cr | ₹434274 Cr |
Funds Managed | 20 | 43 |
Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 32.01 | 29.78 |
Large Cap | 48.74 | 47.71 |
Mid Cap | 7.43 | 19.91 |
Small Cap | 11.82 | 2.6 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 32.01 | 26.21 |
Energy | 2.83 | 2.32 |
Technology | 4.99 | 4.47 |
Industrials | 7.41 | 8.93 |
Consumer Defensive | 3.14 | 3.54 |
Financial Services | 21.63 | 24.53 |
Healthcare | 4.86 | 4.26 |
Basic Materials | 3.64 | 10.23 |
Consumer Cyclical | 11.26 | 7.63 |
Communication Services | 3.66 | 4.98 |
Utilities | 3.77 | 1.23 |
Real Estate | 0.79 | 1.67 |
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