Tata Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2031 Cr | ₹3997 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 | 2.09 | 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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 2.82% | 2.29% |
6 Month | 0.29% | -2.5% |
1 Year | 8.68% | 5.45% |
3 Year | 15.24% | 12.45% |
5 Year | 19.83% | 17.67% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.69% | 1.08% |
1 Year | 1.41% | -2.35% |
3 Year | 15.28% | 11.12% |
5 Year | 15.46% | 12.9% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 13.57% | 11.66% |
3 Year | 14.36% | 13.65% |
5 Year | 14.39% | 13.89% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9% | 9.21% |
Sharp | 0.65% | 0.39% |
Beta | 0.98% | 1.08% |
Alpha | 3.39% | 0.79% |
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Fund Managers
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Name | Sandeep Manam | Murthy Nagarajan |
Total AUM | ₹74256 Cr | ₹18015 Cr |
Funds Managed | 20 | 11 |
Franklin India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 32.76 | 25.02 |
Large Cap | 49.42 | 58.6 |
Mid Cap | 7.69 | 8.68 |
Small Cap | 10.13 | 7.7 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 33.35 | 25.02 |
Energy | 2.98 | 5.66 |
Technology | 6.71 | 6.42 |
Industrials | 6.84 | 7.51 |
Consumer Defensive | 3.24 | 6.08 |
Financial Services | 21.82 | 23.83 |
Healthcare | 4.13 | 5.33 |
Basic Materials | 3.16 | 4.14 |
Communication Services | 4.24 | 4.96 |
Utilities | 2.87 | 2.16 |
Consumer Cyclical | 10.01 | 7.56 |
Real Estate | 0.64 | 1.34 |
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