Tata Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

Link copied to clipboard!

Franklin India Aggressive Hybrid Fund - Growth Plan

Invest Now

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹2355 Cr	₹4156 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	10 Dec 1999	05 Jan 1996
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%	4.76%
Expense Ratio	2.07	1.92
Manager	Sandeep Manam	Murthy Nagarajan
ISIN Code	INF090I01817	INF277K01303
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	Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	-0.5%	-0.21%
6 Month	2.62%	4.22%
1 Year	2.88%	2.52%
3 Year	13.36%	10.48%
5 Year	14.87%	13.93%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	1.93%	3.08%
1 Year	9.57%	11.96%
3 Year	12.88%	10.77%
5 Year	13.33%	11.6%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	13.92%	12.9%
3 Year	14.78%	14.6%
5 Year	14.45%	15.33%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	9%	9.21%
Sharp	0.94%	0.61%
Beta	1%	1.16%
Alpha	2.11%	-1.3%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Name	Sandeep Manam	Murthy Nagarajan
Total AUM	₹74256 Cr	₹18015 Cr
Funds Managed	20	11
	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	29.81	25.43
Large Cap	52.5	52.17
Small Cap	11.91	13.2
Mid Cap	5.8	9.2

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	27.1	25.43
Petroleum Products	3.03	5.19
IT - Software	5	6.06
Construction	3.85	4.78
Diversified FMCG	0.97	4.13
Banks	16.89	17.05
CRISIL AAA	1.93	-
Pharmaceuticals & Biotechnology	2.5	4.19
Ferrous Metals	0.68	-
Realty	1.22	0.78
Automobiles	2.37	4.75
Healthcare Services	2.44	-
Finance	1.79	1.26
Telecom - Services	3.78	5.87
Gas	1.37	0.74
Industrial Products	0.69	1.05
Agricultural Food & other Products	0.98	2.54
Food Products	1.35	-
Aerospace & Defense	1.09	-
Consumer Durables	2.23	1.59
Auto Components	2.66	1.51
Financial Technology (Fintech)	1.1	-
Cement & Cement Products	1.42	3.45
Power	2.6	1.04
Chemicals & Petrochemicals	0.56	-
Fertilizers & Agrochemicals	1.06	1.92
Transport Services	1.27	-
Retailing	2.99	1.1
Capital Markets	0.21	-
Insurance	1.85	0.88
Leisure Services	1.44	-
Beverages	0.76	1.92
Textiles & Apparels	0.32	-
Commercial Services & Supplies	0.52	-
Personal Products	-	1
Transport Infrastructure	-	1.77