Franklin India Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
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) | ₹2031 Cr | ₹23354 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 Dec 1999 | 06 Apr 2005 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 50.43% | 15.22% |
Expense Ratio | 2.09 | 1.68 |
Manager | Sandeep Manam | Dhruv Muchhal |
ISIN Code | INF090I01817 | INF179K01AS4 |
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 | HDFC Hybrid Equity 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 Equity Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Month | 5.27% | 5.72% |
6 Month | -2.59% | -1.79% |
1 Year | 9.41% | 9.26% |
3 Year | 13.87% | 11.95% |
5 Year | 19.74% | 20.21% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | 1.03% | 1.87% |
1 Year | 1.24% | 2.09% |
3 Year | 15.09% | 12.2% |
5 Year | 15.38% | 14.21% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 13.57% | 10.65% |
3 Year | 14.36% | 11.72% |
5 Year | 14.39% | 11.49% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | 9% | 9.334% |
Sharp | 0.65% | 0.486% |
Beta | 0.98% | 0.949% |
Alpha | 3.39% | 0.562% |
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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 |
Funds Managed | 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 | 32.76 | 33.28 |
Large Cap | 49.42 | 48.42 |
Mid Cap | 7.69 | 2.67 |
Small Cap | 10.13 | 15.63 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 33.35 | 32.45 |
Energy | 2.98 | 5.71 |
Technology | 6.71 | 8.82 |
Industrials | 6.84 | 9.19 |
Consumer Defensive | 3.24 | 6.79 |
Financial Services | 21.82 | 22.61 |
Healthcare | 4.13 | 4.18 |
Basic Materials | 3.16 | 0.58 |
Communication Services | 4.24 | 4.26 |
Utilities | 2.87 | 1.29 |
Consumer Cyclical | 10.01 | 3.29 |
Real Estate | 0.64 | 0.83 |
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