Tata Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare

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Franklin India Equity Hybrid Fund - Growth Plan

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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	Very High
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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	5.27%	5.14%
6 Month	-2.59%	-5.35%
1 Year	9.38%	6.35%
3 Year	13.87%	11.52%
5 Year	19.75%	18.39%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	-1.95%	-2.73%
1 Year	-4.22%	-7.97%
3 Year	12.97%	8.89%
5 Year	14.06%	11.54%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	13.57%	11.66%
3 Year	14.36%	13.65%
5 Year	14.39%	13.89%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9%	9.21%
Sharp	0.65%	0.39%
Beta	0.98%	1.08%
Alpha	3.39%	0.79%

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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
Funds Managed	20	11
	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	32.76	25.02
Large Cap	49.42	58.6
Mid Cap	7.69	8.68
Small Cap	10.13	7.7

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	33.35	25.02
Energy	2.98	5.66
Technology	6.71	6.42
Industrials	6.84	7.51
Consumer Defensive	3.24	6.08
Financial Services	21.82	23.83
Healthcare	4.13	5.33
Basic Materials	3.16	4.14
Communication Services	4.24	4.96
Utilities	2.87	2.16
Consumer Cyclical	10.01	7.56
Real Estate	0.64	1.34