SBI Equity Hybrid Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹2031 Cr | ₹71143 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 | -1.75% | -0.02% |
6 Month | -5.26% | -1.99% |
1 Year | 7.12% | 9.88% |
3 Year | 13.22% | 10.77% |
5 Year | 14.65% | 12.45% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | - | - |
1 Year | -1.89% | 1.98% |
3 Year | 13.99% | 12.25% |
5 Year | 15.36% | 13.42% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 13.67% | 14% |
3 Year | 14.39% | 12.23% |
5 Year | 14.37% | 13.38% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 9% | 8.66% |
Sharp | 0.66% | 0.46% |
Beta | 0.97% | 0.96% |
Alpha | 2.88% | 0.77% |
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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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