UTI Aggressive Hybrid Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2355 Cr | ₹6596 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Dec 1999 | 25 Mar 2000 |
| 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% | 27% |
| Expense Ratio | 2.07 | 1.89 |
| Manager | Sandeep Manam | V Srivatsa |
| ISIN Code | INF090I01817 | INF789F01323 |
| 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 | UTI Aggressive Hybrid Fund - 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 Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.25% | 1.84% |
| 6 Month | 2.25% | 4.26% |
| 1 Year | 2.41% | 3.7% |
| 3 Year | 13.53% | 15.89% |
| 5 Year | 14.75% | 17.78% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.83% | 3.55% |
| 1 Year | 9.25% | 12.97% |
| 3 Year | 12.42% | 14.33% |
| 5 Year | 12.94% | 15.08% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.92% | 13.69% |
| 3 Year | 14.78% | 13.34% |
| 5 Year | 14.45% | 12.16% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9% | 9.01% |
| Sharp | 0.87% | 1.04% |
| Beta | 1.01% | 1.11% |
| Alpha | 1.98% | 3.43% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | V Srivatsa |
| Total AUM | ₹74256 Cr | ₹7921 Cr |
| Funds Managed | 20 | 3 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 29.81 | 30.43 |
| Large Cap | 52.5 | 46.13 |
| Small Cap | 11.91 | 10.32 |
| Mid Cap | 5.8 | 13 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 27.1 | 26.94 |
| Petroleum Products | 3.03 | 4.21 |
| IT - Software | 5 | 7.77 |
| Construction | 3.85 | 3.8 |
| Diversified FMCG | 0.97 | 3.13 |
| Banks | 16.89 | 15.03 |
| CRISIL AAA | 1.93 | - |
| Pharmaceuticals & Biotechnology | 2.5 | 4.27 |
| Ferrous Metals | 0.68 | - |
| Realty | 1.22 | 2.06 |
| Automobiles | 2.37 | 4.83 |
| Healthcare Services | 2.44 | - |
| Finance | 1.79 | 2.92 |
| Telecom - Services | 3.78 | 3.32 |
| Gas | 1.37 | 0.48 |
| Industrial Products | 0.69 | 0.31 |
| Agricultural Food & other Products | 0.98 | - |
| Food Products | 1.35 | - |
| Aerospace & Defense | 1.09 | - |
| Consumer Durables | 2.23 | 0.56 |
| Auto Components | 2.66 | - |
| Financial Technology (Fintech) | 1.1 | - |
| Cement & Cement Products | 1.42 | 0.97 |
| Power | 2.6 | 1.58 |
| Chemicals & Petrochemicals | 0.56 | 0.91 |
| Fertilizers & Agrochemicals | 1.06 | 0.39 |
| Transport Services | 1.27 | 2.49 |
| Retailing | 2.99 | 0.46 |
| Capital Markets | 0.21 | 1.39 |
| Insurance | 1.85 | 1.74 |
| Leisure Services | 1.44 | 0.61 |
| Beverages | 0.76 | - |
| Textiles & Apparels | 0.32 | 1.47 |
| Commercial Services & Supplies | 0.52 | - |
| Transport Infrastructure | - | 0.49 |
| - | - | 0.77 |
| Diversified Metals | - | 2.11 |
| Personal Products | - | 1.16 |
| Oil | - | 0.64 |
| Other Consumer Services | - | 0.79 |
| Diversified | - | 0.45 |
| Consumable Fuels | - | 0.74 |
| Entertainment | - | 0.36 |
| Paper, Forest & Jute Products | - | 0.73 |
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