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 | -2% | -2.53% |
6 Month | -7.15% | -8.69% |
1 Year | 4.87% | 7.5% |
3 Year | 13.78% | 15.43% |
5 Year | 16.66% | 19.83% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | -5.86% | -6.26% |
1 Year | -7.92% | -7.52% |
3 Year | 12.12% | 13.71% |
5 Year | 13.93% | 16.19% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.67% | 13.82% |
3 Year | 14.39% | 12.4% |
5 Year | 14.37% | 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 | 0.66% | 0.8% |
Beta | 0.98% | 1.05% |
Alpha | 3.11% | 4.59% |
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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 |
Fund Manage | 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 | 32.07485 | 34.57027 |
Large Cap | 47.01269 | 42.47247 |
Mid Cap | 8.91747 | 13.20758 |
Small Cap | 11.99499 | 9.7497 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.7736 | 32.58315 |
Energy | 2.7988 | 3.43449 |
Technology | 6.66292 | 6.73097 |
Industrials | 8.41499 | 4.42401 |
Consumer Defensive | 3.46329 | 4.69141 |
Financial Services | 20.17007 | 22.78541 |
Healthcare | 4.10228 | 4.01777 |
Basic Materials | 3.18857 | 6.04048 |
Communication Services | 4.05537 | 4.4953 |
Utilities | 2.67193 | 1.5704 |
Consumer Cyclical | 10.96191 | 8.28395 |
Real Estate | 0.73627 | 0.94268 |
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