Franklin India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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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 HDFC Hybrid Equity Fund - Growth Plan
Fund Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1901 Cr ₹24098 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Dec 1999 01 Apr 2005
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 50.43% 15.22%
Expense Ratio 2.11 1.68
Manager Sandeep Manam Dhruv Muchhal
ISIN Code INF090I01817 INF179K01AS4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
1 Month -3.27% 0.39%
6 Month 8.22% 12.1%
1 Year 29.75% 23.5%
3 Year 13.62% 15.32%
5 Year 16.34% 17.35%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
6 Month - -
1 Year 13.21% 10.45%
3 Year 31.62% 27.07%
5 Year 58.41% 55.69%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
1 Year 13.53% 10.44%
3 Year 14.37% 11.74%
5 Year 14.28% 11.41%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation 9% 8.51%
Sharp 0.86% 0.99%
Beta 0.15% 0.92%
Alpha 6.35% 2.76%

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Fund Managers

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan
Name Sandeep Manam Dhruv Muchhal
Total AUM ₹74256 Cr ₹520687 Cr
Fund Manage 20 40
Franklin India Equity Hybrid Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

HDFC Hybrid Equity Fund - Growth Plan

Others 31.48 29.92
Large Cap 53.68 49.31
Mid Cap 6.21 3.66
Small Cap 8.64 17.11

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

HDFC Hybrid Equity Fund - Growth Plan

Others 4.22 18.07
Sovereign 1.64 -
Energy 7.17 0.51
Technology 6.72 -
Materials 1.69 -
Construction 4.3 9.44
Financial 38.56 7.78
Healthcare 4.56 -
Capital Goods 6.54 -
Metals & Mining 0.73 -
Services 7.81 -
Automobile 3.85 -
Consumer Staples 3.04 -
Consumer Discretionary 2.7 -
Communication 5.45 -
Insurance 1.03 -
Petroleum Products - 6.29
IT - Software - 5.76
Personal Products - 1.97
Banks - 23.78
Pharmaceuticals & Biotechnology - 2.93
Realty - 0.71
Power - 1.65
Paper, Forest & Jute Products - 0.17
Healthcare Services - 1.6
Finance - 0.56
Diversified FMCG - 3.77
Media - 0.1
Fertilizers & Agrochemicals - 0.46
Auto Components - 1.18
Transport Services - 0.29
Telecom - Services - 3.64
Industrial Manufacturing - 0.69
Industrial Products - 2.15
Textiles & Apparels - 0.8
Beverages - 1.39
Commercial Services & Supplies - 1.4
Leisure Services - 1.47
Unclassified - 1.44

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