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UTI Aggressive Hybrid Fund vs Franklin India Equity Hybrid Fund compare

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tortoise-icon Franklin India Aggressive Hybrid Fund - Growth Plan

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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