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)	₹2248 Cr	₹4131 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	-3.01%	-2.91%
6 Month	3.01%	2.07%
1 Year	2.52%	-1.17%
3 Year	14.93%	11.16%
5 Year	17.95%	15.68%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	2.41%	2.38%
1 Year	3.22%	0.91%
3 Year	13.03%	9.34%
5 Year	13.61%	11.18%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	13.3%	11.2%
3 Year	14.49%	13.63%
5 Year	14.47%	14%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	9%	9.21%
Sharp	1.34%	0.9%
Beta	0.97%	1.12%
Alpha	3.45%	-1.2%

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	32.2	28.88
Large Cap	49.49	57.62
Small Cap	11.55	7.03
Mid Cap	6.77	6.47

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	32.2	28.88
Energy	2.87	6.39
Technology	6.16	4.84
Industrials	7.46	7.76
Consumer Defensive	3.16	6.39
Financial Services	21.84	20.76
Healthcare	4.65	4.23
Basic Materials	2.89	5.03
Communication Services	3.93	5.72
Utilities	2.99	2.46
Consumer Cyclical	11.04	6.63
Real Estate	0.81	0.91