Aditya Birla Sun Life Equity Hybrid 95 Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2031 Cr | ₹7313 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 Dec 1999 | 10 Feb 1995 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 50.43% | 85% |
Expense Ratio | 2.09 | 1.85 |
Manager | Sandeep Manam | Dhaval Joshi |
ISIN Code | INF090I01817 | INF209K01BT5 |
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 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Month | -2% | -2.29% |
6 Month | -7.15% | -9.34% |
1 Year | 4.87% | 4.64% |
3 Year | 13.78% | 9.07% |
5 Year | 16.66% | 14.95% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
6 Month | -5.86% | -6.83% |
1 Year | -7.92% | -10.53% |
3 Year | 12.12% | 9.43% |
5 Year | 13.93% | 11.49% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Year | 13.67% | 16.33% |
3 Year | 14.39% | 16.28% |
5 Year | 14.37% | 16.39% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | 9% | 9.21% |
Sharp | 0.66% | 0.18% |
Beta | 0.98% | 1.09% |
Alpha | 3.11% | -1.7% |
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Fund Managers
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Name | Sandeep Manam | Dhaval Joshi |
Total AUM | ₹74256 Cr | ₹361932 Cr |
Fund Manage | 20 | 55 |
Franklin India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 32.07485 | 24.75891 |
Large Cap | 47.01269 | 55.81041 |
Mid Cap | 8.91747 | 9.45336 |
Small Cap | 11.99499 | 9.97735 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 32.7736 | 21.35738 |
Energy | 2.7988 | 3.68289 |
Technology | 6.66292 | 9.07526 |
Industrials | 8.41499 | 10.92015 |
Consumer Defensive | 3.46329 | 5.23374 |
Financial Services | 20.17007 | 21.43423 |
Healthcare | 4.10228 | 5.67669 |
Basic Materials | 3.18857 | 5.14326 |
Communication Services | 4.05537 | 3.1003 |
Utilities | 2.67193 | 1.00399 |
Consumer Cyclical | 10.96191 | 12.15979 |
Real Estate | 0.73627 | 1.21235 |
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