UTI Aggressive Hybrid Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2031 Cr | ₹5956 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 | 2.09 | 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 Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 4.59% | 4.72% |
6 Month | 4.25% | 3.77% |
1 Year | 11.25% | 13.54% |
3 Year | 18.34% | 19.79% |
5 Year | 21.44% | 23.97% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 4.96% | 4.82% |
1 Year | 7.68% | 6.89% |
3 Year | 16.65% | 18.06% |
5 Year | 16% | 18.02% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.57% | 13.82% |
3 Year | 14.36% | 12.4% |
5 Year | 14.39% | 11.66% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9% | 9.01% |
Sharp | 0.88% | 1.01% |
Beta | 0.99% | 1.05% |
Alpha | 2.88% | 4.08% |
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Fund Managers
Scheme Name | Franklin India Equity 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 Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.79 | 30.52 |
Large Cap | 50.03 | 45.41 |
Mid Cap | 6.51 | 13.58 |
Small Cap | 10.67 | 10.35 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.79 | 30.52 |
Petroleum Products | 2.3 | 2.45 |
IT - Software | 6.99 | 6.17 |
Construction | 3.57 | 1.87 |
Diversified FMCG | 1.02 | 3.01 |
Banks | 17.97 | 17.2 |
Pharmaceuticals & Biotechnology | 2.97 | 4.26 |
Ferrous Metals | 0.59 | 0.53 |
Finance | 1.1 | 2.87 |
Telecom - Services | 3.66 | 3.98 |
Gas | 1.5 | - |
Industrial Products | 0.57 | 0.3 |
Automobiles | 2.75 | 4.51 |
Agricultural Food & other Products | 0.66 | - |
Industrial Manufacturing | 0.26 | - |
Oil | 0.72 | 1.57 |
Aerospace & Defense | 0.66 | - |
Consumer Durables | 2.11 | 0.7 |
Financial Technology (Fintech) | 1.24 | - |
Healthcare Services | 1.42 | - |
Capital Markets | 0.41 | 1.23 |
Cement & Cement Products | 2.26 | 0.63 |
Chemicals & Petrochemicals | 0.54 | 0.53 |
Power | 1.65 | 1.68 |
Retailing | 1.57 | 0.23 |
Insurance | 1.13 | 1.8 |
Leisure Services | 2.75 | 0.59 |
Realty | 0.63 | 1.31 |
Beverages | 1.6 | - |
Auto Components | 1.64 | 0.62 |
Textiles & Apparels | 0.64 | 1.44 |
Commercial Services & Supplies | 0.33 | - |
Transport Services | - | 2.79 |
Fertilizers & Agrochemicals | - | 1.08 |
Diversified Metals | - | 2.29 |
Personal Products | - | 1.13 |
Other Consumer Services | - | 0.67 |
Minerals & Mining | - | 0.78 |
Entertainment | - | 0.44 |
Paper, Forest & Jute Products | - | 0.68 |
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