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Tata Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Chart Comparison

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

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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