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 | 5.27% | 4.59% |
6 Month | -2.59% | -4.81% |
1 Year | 9.41% | 8.56% |
3 Year | 13.87% | 9.48% |
5 Year | 19.74% | 18.2% |
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 | -1.95% | -2.88% |
1 Year | -4.22% | -7.35% |
3 Year | 12.97% | 10.33% |
5 Year | 14.06% | 11.53% |
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 | 13.57% | 16.33% |
3 Year | 14.36% | 16.28% |
5 Year | 14.39% | 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 | 0.65% | 0.2% |
Beta | 0.98% | 1.1% |
Alpha | 3.39% | -1.23% |
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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 |
Funds Managed | 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 | 32.76 | 25.08 |
Large Cap | 49.42 | 56.45 |
Mid Cap | 7.69 | 9.12 |
Small Cap | 10.13 | 9.32 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 33.35 | 21.92 |
Energy | 2.98 | - |
Technology | 6.71 | - |
Industrials | 6.84 | - |
Consumer Defensive | 3.24 | - |
Financial Services | 21.82 | - |
Healthcare | 4.13 | - |
Basic Materials | 3.16 | - |
Communication Services | 4.24 | - |
Utilities | 2.87 | - |
Consumer Cyclical | 10.01 | - |
Real Estate | 0.64 | - |
Petroleum Products | - | 3.72 |
Electrical Equipment | - | 1.59 |
IT - Software | - | 7.91 |
Retailing | - | 2.43 |
Construction | - | 2.97 |
Diversified FMCG | - | 1.48 |
Non - Ferrous Metals | - | 1.11 |
Banks | - | 16.91 |
Pharmaceuticals & Biotechnology | - | 4.46 |
Industrial Manufacturing | - | 1.13 |
Healthcare Services | - | 1.09 |
Auto Components | - | 2.71 |
Cement & Cement Products | - | 2.11 |
Realty | - | 1.26 |
Consumer Durables | - | 2.97 |
Chemicals & Petrochemicals | - | 1.62 |
Automobiles | - | 4.3 |
Personal Products | - | 0.77 |
Finance | - | 4.42 |
IT - Services | - | 0.57 |
Insurance | - | 1.23 |
Transport Infrastructure | - | 1.59 |
Agricultural Food & other Products | - | 0.91 |
Diversified Metals | - | 0.42 |
Power | - | 1.03 |
Fertilizers & Agrochemicals | - | 0.44 |
Aerospace & Defense | - | 1.07 |
Industrial Products | - | 0.21 |
Telecom - Services | - | 3.09 |
Transport Services | - | 0.54 |
Ferrous Metals | - | 0.24 |
Leisure Services | - | 0.42 |
Beverages | - | 1.1 |
Textiles & Apparels | - | 0.23 |
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