Tata Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

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Franklin India Equity Hybrid Fund - Growth Plan

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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)	₹2187 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	2.07	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 Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	1.47%	0.99%
6 Month	-0.41%	-2.21%
1 Year	7.14%	3.46%
3 Year	18.47%	15.28%
5 Year	19.7%	17.84%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	5.52%	4.59%
1 Year	7.02%	2.65%
3 Year	15.63%	11.27%
5 Year	15.34%	12.6%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	13.41%	11.37%
3 Year	14.38%	13.58%
5 Year	14.42%	13.94%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.17%	9.21%
Sharp	1.12%	0.75%
Beta	1%	1.09%
Alpha	2.11%	-0.22%

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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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	32.8	26.65
Large Cap	50.96	58.39
Mid Cap	6.35	7.36
Small Cap	9.88	7.6

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	32.8	26.65
Petroleum Products	2.64	6.16
IT - Software	6.62	4.82
Construction	3.29	4.25
Diversified FMCG	1.02	3.17
Banks	18.38	20.42
Pharmaceuticals & Biotechnology	2.49	4.51
Ferrous Metals	0.52	-
Healthcare Services	1.85	-
Finance	1.27	3.44
Telecom - Services	3.88	5.47
Gas	1.49	0.81
Industrial Products	0.57	1.26
Automobiles	2.68	3.82
Agricultural Food & other Products	0.7	-
Oil	0.69	-
Aerospace & Defense	0.66	-
Consumer Durables	1.85	-
Financial Technology (Fintech)	1.22	-
Cement & Cement Products	1.53	2.5
Chemicals & Petrochemicals	0.49	-
Transport Services	0.62	0.39
Retailing	2.33	0.9
Power	1.58	1.75
Insurance	1.19	0.93
Leisure Services	2.83	-
Realty	0.71	0.74
Beverages	1.72	2.21
Auto Components	1.6	1.41
Textiles & Apparels	0.44	-
Commercial Services & Supplies	0.33	-
Personal Products	-	0.85
Transport Infrastructure	-	1.51
Fertilizers & Agrochemicals	-	2.03