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Tata Hybrid Equity 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 Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹2031 Cr ₹3997 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Dec 1999 05 Jan 1996
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% 4.76%
Expense Ratio 2.09 1.92
Manager Sandeep Manam Murthy Nagarajan
ISIN Code INF090I01817 INF277K01303
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 Tata Hybrid Equity 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 Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month -1.75% -3.45%
6 Month -5.26% -8.56%
1 Year 7.12% 3.36%
3 Year 13.22% 10.4%
5 Year 14.65% 12.88%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year -1.89% -7.18%
3 Year 13.99% 9.42%
5 Year 15.36% 12.59%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 13.67% 11.66%
3 Year 14.39% 13.65%
5 Year 14.37% 13.89%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9% 9.21%
Sharp 0.66% 0.45%
Beta 0.97% 1.03%
Alpha 2.88% 0.66%

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Fund Managers

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Sandeep Manam Murthy Nagarajan
Total AUM ₹74256 Cr ₹18015 Cr
Fund Manage 20 11
Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 31.83 26.31
Large Cap 47.77 54.47
Mid Cap 7.56 10.31
Small Cap 12.82 8.91

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 31.83 26.31
Petroleum Products 2.15 5.67
IT - Software 6.95 6.28
Cement & Cement Products 1.86 2.77
Construction 3.36 4.55
Finance 1.18 1.03
Diversified FMCG 1.12 3.42
Banks 16.77 16.8
Pharmaceuticals & Biotechnology 2.74 4.41
Ferrous Metals 0.58 -
Healthcare Services 1.8 1.33
Telecom - Services 4.09 5.72
Gas 0.9 0.94
Industrial Products 1.56 1.48
Automobiles 2.37 2.11
Agricultural Food & other Products 0.67 -
Oil 0.79 -
Aerospace & Defense 0.78 -
Consumer Durables 2.24 -
Financial Technology (Fintech) 1.35 -
Capital Markets 0.49 -
Chemicals & Petrochemicals 1.08 -
Power 1.73 2.9
Retailing 1.56 2.42
Insurance 1.22 0.87
Leisure Services 3.15 -
Realty 0.61 1.8
Beverages 1.69 2.45
Auto Components 1.83 1.07
Textiles & Apparels 0.75 -
Commercial Services & Supplies 0.78 -
Personal Products - 0.91
Transport Services - 0.48
Transport Infrastructure - 1.86
Fertilizers & Agrochemicals - 2.42

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