HDFC Hybrid Equity Fund vs Franklin India Equity Hybrid 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 | -2.51% | -2.39% |
6 Month | -8.67% | -8.6% |
1 Year | 6.63% | 4.38% |
3 Year | 13.52% | 11.6% |
5 Year | 17.46% | 17.38% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | -5.86% | -5.43% |
1 Year | -7.92% | -8.27% |
3 Year | 12.12% | 8.88% |
5 Year | 13.93% | 12.65% |
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 | 0.66% | 0.486% |
Beta | 0.98% | 0.949% |
Alpha | 3.11% | 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 | 32.07 | 33.28 |
Large Cap | 47.01 | 48.42 |
Mid Cap | 8.92 | 2.67 |
Small Cap | 11.99 | 15.63 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 32.77 | 32.45 |
Energy | 2.8 | 5.71 |
Technology | 6.66 | 8.82 |
Industrials | 8.41 | 9.19 |
Consumer Defensive | 3.46 | 6.79 |
Financial Services | 20.17 | 22.61 |
Healthcare | 4.1 | 4.18 |
Basic Materials | 3.19 | 0.58 |
Communication Services | 4.06 | 4.26 |
Utilities | 2.67 | 1.29 |
Consumer Cyclical | 10.96 | 3.29 |
Real Estate | 0.74 | 0.83 |
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