Franklin India Equity Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 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 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) ₹2014 Cr ₹7688 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 -3.07% -3.16%
6 Month -1.38% -3.36%
1 Year 12.35% 11.15%
3 Year 12.97% 10.17%
5 Year 15.16% 13.04%

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 Year 5.81% 3.87%
3 Year 16.57% 13.62%
5 Year 16.84% 14.47%

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 13.54% 16.32%
3 Year 14.4% 16.42%
5 Year 14.31% 16.49%

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 0.79% 0.43%
Beta 0.95% 1.01%
Alpha 4.55% 1.29%

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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 31.83 21.41
Large Cap 47.77 55.4
Mid Cap 7.56 8.86
Small Cap 12.82 14.47

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 31.83 21.41
Petroleum Products 2.15 3.52
IT - Software 6.95 8.15
Cement & Cement Products 1.86 2.1
Construction 3.36 3.64
Finance 1.18 3.68
Diversified FMCG 1.12 1.61
Banks 16.77 16.22
Pharmaceuticals & Biotechnology 2.74 4.86
Ferrous Metals 0.58 0.29
Healthcare Services 1.8 1.42
Telecom - Services 4.09 3.04
Gas 0.9 -
Industrial Products 1.56 0.44
Automobiles 2.37 4.06
Agricultural Food & other Products 0.67 0.85
Oil 0.79 -
Aerospace & Defense 0.78 1.36
Consumer Durables 2.24 3.49
Financial Technology (Fintech) 1.35 -
Capital Markets 0.49 -
Chemicals & Petrochemicals 1.08 1.7
Power 1.73 1.07
Retailing 1.56 1.8
Insurance 1.22 0.86
Leisure Services 3.15 0.29
Realty 0.61 1.23
Beverages 1.69 1.22
Auto Components 1.83 2.86
Textiles & Apparels 0.75 0.23
Commercial Services & Supplies 0.78 -
Electrical Equipment - 2.19
Non - Ferrous Metals - 0.89
Industrial Manufacturing - 1.47
Personal Products - 0.88
IT - Services - 0.74
Transport Infrastructure - 1.59
Fertilizers & Agrochemicals - 0.48
Transport Services - 0.5

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