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) | ₹2273 Cr | ₹79008 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 | 3.87% | 4.32% |
| 6 Month | 5.67% | 7.99% |
| 1 Year | 5.72% | 12.81% |
| 3 Year | 15.2% | 14.84% |
| 5 Year | 17.87% | 17.13% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.72% | 3.29% |
| 1 Year | 9.26% | 17.14% |
| 3 Year | 13.59% | 16.06% |
| 5 Year | 13.78% | 14.23% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 13.19% | 13.54% |
| 3 Year | 14.53% | 12.29% |
| 5 Year | 14.51% | 13.49% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 9% | 8.66% |
| Sharp | 0.95% | 0.85% |
| Beta | 0.15% | 0.09% |
| Alpha | 7.54% | 6.94% |
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 | 30.64 | 33.27 |
| Large Cap | 50.3 | 45.66 |
| Mid Cap | 7.59 | 18.52 |
| Small Cap | 11.47 | 2.56 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Others | 29.82 | 27.14 |
| Energy | 2.88 | 2.24 |
| Technology | 4.86 | 3.83 |
| Industrials | 8.71 | 9.7 |
| Consumer Defensive | 3.42 | 3.51 |
| Financial Services | 21.95 | 21.94 |
| Healthcare | 4.83 | 3.65 |
| Basic Materials | 3.64 | 9.97 |
| Real Estate | 1.55 | 1.67 |
| Consumer Cyclical | 10.54 | 7.4 |
| Communication Services | 3.83 | 3.78 |
| Utilities | 3.96 | 5.16 |
Top Comparisons
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.78%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns7.17%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.61%
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns17.36%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.25%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.27%