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)	₹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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
1 Month	-3.31%	-3.23%
6 Month	5.88%	4.86%
1 Year	23.47%	18.32%
3 Year	12.96%	11.77%
5 Year	15.81%	15.53%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-	-
1 Year	16.75%	13.61%
3 Year	19.24%	15.81%
5 Year	18.46%	17.24%

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	0.73%	0.99%
Beta	0.97%	0.92%
Alpha	3.55%	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	31.48	30.41
Large Cap	53.68	48.6
Mid Cap	6.21	4.06
Small Cap	8.64	16.93

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	HDFC Hybrid Equity Fund - Growth Plan
Others	4.22	30.41
Sovereign	1.64	-
Energy	7.17	-
Technology	6.72	-
Materials	1.69	-
Construction	4.3	8.25
Financial	38.56	-
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	-	6.38
IT - Software	-	5.46
Personal Products	-	1.97
Banks	-	22.06
Pharmaceuticals & Biotechnology	-	3
Realty	-	0.75
Power	-	1.63
Automobiles	-	0.26
Healthcare Services	-	1.84
Finance	-	0.57
Consumer Durables	-	0.07
Diversified FMCG	-	3.91
Media	-	0.09
Fertilizers & Agrochemicals	-	0.37
Auto Components	-	1.23
Transport Services	-	0.29
Telecom - Services	-	4.14
Industrial Manufacturing	-	0.68
Industrial Products	-	2.07
Textiles & Apparels	-	0.69
Beverages	-	1.55
Commercial Services & Supplies	-	1.21
Leisure Services	-	1.12