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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) ₹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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