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 | Very High |
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 | 3.82% | 4.96% |
6 Month | -6.29% | -3.57% |
1 Year | 6.76% | 9.48% |
3 Year | 13.23% | 10.65% |
5 Year | 21.46% | 19.13% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | -2.2% | 1.78% |
1 Year | -2.15% | 4.61% |
3 Year | 14.42% | 14% |
5 Year | 15.24% | 14.01% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 13.57% | 14% |
3 Year | 14.36% | 12.23% |
5 Year | 14.39% | 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% | 0.4% |
Beta | 0.98% | 0.97% |
Alpha | 3.11% | 0.54% |
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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 |
Funds Managed | 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 | 32.07 | 28.96 |
Large Cap | 47.01 | 48.61 |
Mid Cap | 8.92 | 19.53 |
Small Cap | 11.99 | 2.9 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 32.77 | 28.96 |
Energy | 2.8 | 3.15 |
Technology | 6.66 | 6.28 |
Industrials | 8.41 | 9.54 |
Consumer Defensive | 3.46 | 3.89 |
Financial Services | 20.17 | 22.54 |
Healthcare | 4.1 | 4.88 |
Basic Materials | 3.19 | 8.85 |
Communication Services | 4.06 | 5.17 |
Utilities | 2.67 | 1.06 |
Consumer Cyclical | 10.96 | 5.68 |
Real Estate | 0.74 | - |
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