HDFC Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

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)	₹2014 Cr	₹24068 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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Month	-4%	-3.38%
6 Month	-3.56%	-4.27%
1 Year	11.63%	8.16%
3 Year	13.33%	11.61%
5 Year	15.05%	14.64%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-	-
1 Year	2.26%	0.72%
3 Year	15.8%	12.31%
5 Year	16.41%	15.07%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Year	13.54%	10.55%
3 Year	14.4%	11.64%
5 Year	14.31%	11.39%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	9%	8.51%
Sharp	0.79%	0.99%
Beta	0.95%	0.92%
Alpha	4.55%	2.76%

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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	31.83	31.05
Large Cap	47.77	48.51
Mid Cap	7.56	3.76
Small Cap	12.82	16.68

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	31.83	31.05
Petroleum Products	2.15	5.85
IT - Software	6.95	5.43
Cement & Cement Products	1.86	-
Construction	3.36	7.91
Finance	1.18	0.55
Diversified FMCG	1.12	3.8
Banks	16.77	22.73
Pharmaceuticals & Biotechnology	2.74	2.98
Ferrous Metals	0.58	-
Healthcare Services	1.8	1.85
Telecom - Services	4.09	4.02
Gas	0.9	-
Industrial Products	1.56	2.02
Automobiles	2.37	0.45
Agricultural Food & other Products	0.67	-
Oil	0.79	-
Aerospace & Defense	0.78	-
Consumer Durables	2.24	0.09
Financial Technology (Fintech)	1.35	-
Capital Markets	0.49	-
Chemicals & Petrochemicals	1.08	-
Power	1.73	1.55
Retailing	1.56	-
Insurance	1.22	-
Leisure Services	3.15	1.11
Realty	0.61	0.79
Beverages	1.69	1.45
Auto Components	1.83	1.14
Textiles & Apparels	0.75	0.7
Commercial Services & Supplies	0.78	1.31
Personal Products	-	1.8
Media	-	0.09
Fertilizers & Agrochemicals	-	0.36
Transport Services	-	0.29
Industrial Manufacturing	-	0.68