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 | 1.47% | 1.32% |
6 Month | -0.41% | -1.34% |
1 Year | 7.14% | 7.92% |
3 Year | 18.47% | 19.85% |
5 Year | 19.7% | 22.21% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 5.52% | 5.24% |
1 Year | 7.02% | 5.62% |
3 Year | 15.63% | 16.75% |
5 Year | 15.34% | 17.17% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.41% | 13.56% |
3 Year | 14.38% | 12.62% |
5 Year | 14.42% | 11.76% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9% | 9.01% |
Sharp | 1.07% | 1.15% |
Beta | 0.99% | 1.05% |
Alpha | 3.1% | 3.88% |
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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 | 32.8 | 31.3 |
Large Cap | 50.96 | 44.79 |
Mid Cap | 6.35 | 13.35 |
Small Cap | 9.88 | 10.46 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.8 | 31.3 |
Petroleum Products | 2.64 | 2.98 |
IT - Software | 6.62 | 6.07 |
Construction | 3.29 | 1.77 |
Diversified FMCG | 1.02 | 3.02 |
Banks | 18.38 | 17.16 |
Pharmaceuticals & Biotechnology | 2.49 | 3.99 |
Ferrous Metals | 0.52 | - |
Healthcare Services | 1.85 | - |
Finance | 1.27 | 2.7 |
Telecom - Services | 3.88 | 4.27 |
Gas | 1.49 | - |
Industrial Products | 0.57 | 0.28 |
Automobiles | 2.68 | 3.93 |
Agricultural Food & other Products | 0.7 | - |
Oil | 0.69 | 2.28 |
Aerospace & Defense | 0.66 | - |
Consumer Durables | 1.85 | 0.65 |
Financial Technology (Fintech) | 1.22 | - |
Cement & Cement Products | 1.53 | 0.33 |
Chemicals & Petrochemicals | 0.49 | 0.72 |
Transport Services | 0.62 | 2.69 |
Retailing | 2.33 | 0.24 |
Power | 1.58 | 1.72 |
Insurance | 1.19 | 1.91 |
Leisure Services | 2.83 | 0.62 |
Realty | 0.71 | 1.28 |
Beverages | 1.72 | - |
Auto Components | 1.6 | 0.66 |
Textiles & Apparels | 0.44 | 1.53 |
Commercial Services & Supplies | 0.33 | - |
Fertilizers & Agrochemicals | - | 0.81 |
Diversified Metals | - | 1.93 |
Personal Products | - | 1.25 |
Capital Markets | - | 1.35 |
Other Consumer Services | - | 0.65 |
Minerals & Mining | - | 0.71 |
Entertainment | - | 0.44 |
Paper, Forest & Jute Products | - | 0.66 |
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