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 Very High
Asset Size (Cr) ₹1901 Cr ₹3917 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Dec 1999 08 Oct 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 50.43% 4.76%
Expense Ratio 2.11 1.93
Manager Sandeep Manam Murthy Nagarajan
ISIN Code INF090I01817 INF277K01303
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 3.47% 3.73%
6 Month 16.75% 16.33%
1 Year 29.71% 26.16%
3 Year 15.2% 14.08%
5 Year 17.98% 16.67%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 13.21% 11.33%
3 Year 31.62% 26.53%
5 Year 58.41% 51.49%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 18.2% 16.58%
3 Year 44.77% 41.09%
5 Year 63.23% 56.19%

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 0.91% 0.77%
Beta 0.99% 1.02%
Alpha 3.72% 2.37%

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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 31.48 25.51
Large Cap 53.68 55.94
Mid Cap 6.21 11.26
Small Cap 8.64 7.29

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 4.22 5.93
Sovereign 1.64 6.07
Energy 7.17 10.78
Technology 6.72 6.06
Materials 1.69 3.08
Construction 4.3 7.14
Financial 38.56 29.11
Healthcare 4.56 2.96
Capital Goods 6.54 2.65
Metals & Mining 0.73 0.68
Services 7.81 5.79
Automobile 3.85 3.13
Consumer Staples 3.04 6.55
Consumer Discretionary 2.7 -
Communication 5.45 5.94
Insurance 1.03 0.13
Chemicals - 4

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