SBI Equity Hybrid Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2031 Cr | ₹71143 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 | 2.09 | 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 Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Month | 4.83% | 4.94% |
6 Month | 4.05% | 9.51% |
1 Year | 11.82% | 15.04% |
3 Year | 18.5% | 15.71% |
5 Year | 21.41% | 19.21% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 1.37% | 4.38% |
1 Year | 0.99% | 8.49% |
3 Year | 14.34% | 14.53% |
5 Year | 14.69% | 13.79% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 13.57% | 14% |
3 Year | 14.36% | 12.23% |
5 Year | 14.39% | 13.38% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 9% | 8.66% |
Sharp | 0.88% | 0.66% |
Beta | 0.99% | 1% |
Alpha | 2.88% | 0.5% |
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Fund Managers
Scheme Name | Franklin India Equity 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 Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 32.79 | 30.81 |
Large Cap | 50.03 | 47.31 |
Mid Cap | 6.51 | 18.83 |
Small Cap | 10.67 | 3.05 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 32.79 | 28.89 |
Petroleum Products | 2.3 | 2.46 |
IT - Software | 6.99 | 6.11 |
Construction | 3.57 | 2.41 |
Diversified FMCG | 1.02 | - |
Banks | 17.97 | 16.47 |
Pharmaceuticals & Biotechnology | 2.97 | 3.42 |
Ferrous Metals | 0.59 | - |
Finance | 1.1 | 5.61 |
Telecom - Services | 3.66 | 4.84 |
Gas | 1.5 | - |
Industrial Products | 0.57 | 1.61 |
Automobiles | 2.75 | - |
Agricultural Food & other Products | 0.66 | - |
Industrial Manufacturing | 0.26 | - |
Oil | 0.72 | - |
Aerospace & Defense | 0.66 | - |
Consumer Durables | 2.11 | 0.14 |
Financial Technology (Fintech) | 1.24 | - |
Healthcare Services | 1.42 | 1.19 |
Capital Markets | 0.41 | - |
Cement & Cement Products | 2.26 | 3.24 |
Chemicals & Petrochemicals | 0.54 | 3.87 |
Power | 1.65 | 1.38 |
Retailing | 1.57 | 2.45 |
Insurance | 1.13 | 0.82 |
Leisure Services | 2.75 | 0.74 |
Realty | 0.63 | 0.73 |
Beverages | 1.6 | 1.07 |
Auto Components | 1.64 | 3 |
Textiles & Apparels | 0.64 | 0.75 |
Commercial Services & Supplies | 0.33 | - |
Non - Ferrous Metals | - | 2.35 |
Transport Infrastructure | - | 2.57 |
Transport Services | - | 3.07 |
Personal Products | - | 0.81 |
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