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) | ₹2245 Cr | ₹77256 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 | 1.73% | 1.98% |
6 Month | 10.69% | 12.61% |
1 Year | 1.2% | 6.68% |
3 Year | 14.97% | 13.72% |
5 Year | 17.92% | 16.5% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 1.79% | 2.65% |
1 Year | 7.06% | 13.64% |
3 Year | 13.5% | 14.93% |
5 Year | 13.7% | 13.59% |
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 | 0.92% | 0.78% |
Beta | 0.13% | 0.07% |
Alpha | 7.35% | 6.39% |
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 | 32.12 | 28.73 |
Large Cap | 48.75 | 49.07 |
Mid Cap | 7.4 | 19.48 |
Small Cap | 11.72 | 2.73 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 32.12 | 24.18 |
Energy | 2.78 | 2.28 |
Technology | 4.99 | 4.45 |
Industrials | 7.55 | 9.83 |
Consumer Defensive | 3.19 | 3.68 |
Financial Services | 20.96 | 24.05 |
Healthcare | 4.9 | 3.98 |
Basic Materials | 3.71 | 10.21 |
Consumer Cyclical | 11.75 | 7.58 |
Communication Services | 3.6 | 4.9 |
Utilities | 3.69 | 3.19 |
Real Estate | 0.77 | 1.66 |
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