Franklin India Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2031 Cr | ₹5956 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Dec 1999 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 50.43% | 27% |
Expense Ratio | 2.09 | 1.89 |
Manager | Sandeep Manam | V Srivatsa |
ISIN Code | INF090I01817 | INF789F01323 |
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 | UTI Aggressive Hybrid 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 5.27% | 5.16% |
6 Month | -2.59% | -3.83% |
1 Year | 9.41% | 11.84% |
3 Year | 13.87% | 15.55% |
5 Year | 19.74% | 22.7% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 1.03% | 0.6% |
1 Year | 1.24% | 0.67% |
3 Year | 15.09% | 16.44% |
5 Year | 15.38% | 17.43% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.57% | 13.82% |
3 Year | 14.36% | 12.4% |
5 Year | 14.39% | 11.66% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9% | 9.01% |
Sharp | 0.65% | 0.76% |
Beta | 0.98% | 1.05% |
Alpha | 3.39% | 4.53% |
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Fund Managers
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Sandeep Manam | V Srivatsa |
Total AUM | ₹74256 Cr | ₹7921 Cr |
Funds Managed | 20 | 3 |
Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.76 | 34.57 |
Large Cap | 49.42 | 42.47 |
Mid Cap | 7.69 | 13.21 |
Small Cap | 10.13 | 9.75 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 33.35 | 32.58 |
Energy | 2.98 | 3.43 |
Technology | 6.71 | 6.73 |
Industrials | 6.84 | 4.42 |
Consumer Defensive | 3.24 | 4.69 |
Financial Services | 21.82 | 22.79 |
Healthcare | 4.13 | 4.02 |
Basic Materials | 3.16 | 6.04 |
Communication Services | 4.24 | 4.5 |
Utilities | 2.87 | 1.57 |
Consumer Cyclical | 10.01 | 8.28 |
Real Estate | 0.64 | 0.94 |
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