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) | ₹2256 Cr | ₹6422 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 | -1.74% | -2.36% |
6 Month | 9.23% | 8.3% |
1 Year | -0.27% | -1.8% |
3 Year | 14.81% | 15.9% |
5 Year | 16.84% | 18.6% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 0.03% | -0.56% |
1 Year | 2.91% | 0.77% |
3 Year | 12.7% | 13.29% |
5 Year | 13.57% | 15.02% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.3% | 13.42% |
3 Year | 14.49% | 12.7% |
5 Year | 14.47% | 11.82% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9% | 9.01% |
Sharp | 1.12% | 1.15% |
Beta | 0.14% | 0.13% |
Alpha | 8.72% | 9.74% |
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 | 32.01 | 34.61 |
Large Cap | 48.74 | 43 |
Mid Cap | 7.43 | 11.98 |
Small Cap | 11.82 | 10.41 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.01 | 30.99 |
Energy | 2.83 | 4.93 |
Technology | 4.99 | 6.89 |
Industrials | 7.41 | 5.43 |
Consumer Defensive | 3.14 | 4.54 |
Financial Services | 21.63 | 23.12 |
Healthcare | 4.86 | 4.94 |
Basic Materials | 3.64 | 4.75 |
Consumer Cyclical | 11.26 | 6.45 |
Communication Services | 3.66 | 4.56 |
Utilities | 3.77 | 1.64 |
Real Estate | 0.79 | 1.74 |
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