SBI Equity Hybrid Fund vs Franklin India Equity Hybrid Fund compare

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon SBI Equity Hybrid Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
Fund Franklin India Equity Hybrid Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2014 Cr ₹71585 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Dec 1999 20 Jan 2005
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% 10%
Expense Ratio 2.09 1.4
Manager Sandeep Manam Pradeep Kesavan
ISIN Code INF090I01817 INF200K01107
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 SBI Equity Hybrid Fund - Regular Plan - 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 SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month -3.07% -1.82%
6 Month -1.38% -1.89%
1 Year 12.35% 11.86%
3 Year 12.97% 10.08%
5 Year 15.16% 13%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month - -
1 Year 5.81% 5.05%
3 Year 16.57% 12.95%
5 Year 16.84% 13.83%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year 13.54% 13.9%
3 Year 14.4% 12.29%
5 Year 14.31% 13.37%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation 9% 8.66%
Sharp 0.79% 0.42%
Beta 0.95% 0.96%
Alpha 4.55% 1.01%

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Fund Managers

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth
Name Sandeep Manam Pradeep Kesavan
Total AUM ₹74256 Cr ₹434274 Cr
Fund Manage 20 43
Franklin India Equity Hybrid Fund - Growth Plan SBI Equity Hybrid Fund - Regular Plan -Growth

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 31.83 26.21
Large Cap 47.77 51.15
Mid Cap 7.56 18.83
Small Cap 12.82 3.81

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

SBI Equity Hybrid Fund - Regular Plan -Growth

Others 31.83 26.21
Petroleum Products 2.15 4.11
IT - Software 6.95 5.51
Cement & Cement Products 1.86 2.77
Construction 3.36 2.53
Finance 1.18 5.68
Diversified FMCG 1.12 -
Banks 16.77 15.55
Pharmaceuticals & Biotechnology 2.74 4.11
Ferrous Metals 0.58 -
Healthcare Services 1.8 1.12
Telecom - Services 4.09 6.44
Gas 0.9 -
Industrial Products 1.56 1.53
Automobiles 2.37 -
Agricultural Food & other Products 0.67 -
Oil 0.79 -
Aerospace & Defense 0.78 -
Consumer Durables 2.24 0.27
Financial Technology (Fintech) 1.35 -
Capital Markets 0.49 -
Chemicals & Petrochemicals 1.08 3.75
Power 1.73 -
Retailing 1.56 3.33
Insurance 1.22 1.18
Leisure Services 3.15 0.82
Realty 0.61 0.8
Beverages 1.69 0.8
Auto Components 1.83 3.42
Textiles & Apparels 0.75 0.77
Commercial Services & Supplies 0.78 -
Non - Ferrous Metals - 2.4
Transport Infrastructure - 1.74
Transport Services - 4.19
Personal Products - 0.97

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