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) | ₹2355 Cr | ₹81952 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 | -0.49% | -0.26% |
| 6 Month | 1.66% | 3.33% |
| 1 Year | 2.11% | 9.17% |
| 3 Year | 13.65% | 13.72% |
| 5 Year | 14.48% | 14.01% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.83% | 2.57% |
| 1 Year | 9.25% | 14.83% |
| 3 Year | 12.42% | 14.78% |
| 5 Year | 12.94% | 13.33% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 13.92% | 13.39% |
| 3 Year | 14.78% | 12.33% |
| 5 Year | 14.45% | 13.54% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 9% | 8.66% |
| Sharp | 0.87% | 0.89% |
| Beta | 1.01% | 1.06% |
| Alpha | 1.98% | 1.84% |
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 | 29.79 | 32.52 |
| Large Cap | 51.05 | 46.75 |
| Mid Cap | 7.24 | 18.37 |
| Small Cap | 11.92 | 2.36 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
SBI Equity Hybrid Fund - Regular Plan -Growth |
|---|---|---|
| Others | 29.01 | 26.21 |
| Energy | 3.03 | 2.36 |
| Technology | 5 | 3.84 |
| Industrials | 9.12 | 9.61 |
| Consumer Defensive | 4.06 | 3.22 |
| Financial Services | 21.84 | 22.01 |
| Healthcare | 4.94 | 4.02 |
| Basic Materials | 3.72 | 10.03 |
| Real Estate | 1.23 | 1.42 |
| Consumer Cyclical | 10.32 | 7.2 |
| Communication Services | 3.77 | 3.99 |
| Utilities | 3.97 | 6.1 |
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