UTI Aggressive Hybrid 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 UTI Aggressive Hybrid Fund- Regular Plan - Growth

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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 UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund Franklin India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2014 Cr ₹6111 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Dec 1999 25 Mar 2000
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% 27%
Expense Ratio 2.09 1.87
Manager Sandeep Manam V Srivatsa
ISIN Code INF090I01817 INF789F01323
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 UTI Aggressive Hybrid Fund - 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 UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month -3.07% -2.82%
6 Month -1.38% -1.7%
1 Year 12.35% 14.9%
3 Year 12.97% 14.93%
5 Year 15.16% 17.34%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 5.81% 6.88%
3 Year 16.57% 18.26%
5 Year 16.84% 19.23%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 13.54% 13.58%
3 Year 14.4% 12.27%
5 Year 14.31% 11.6%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9% 9.01%
Sharp 0.79% 0.93%
Beta 0.95% 1.03%
Alpha 4.55% 6.04%

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Fund Managers

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Sandeep Manam V Srivatsa
Total AUM ₹74256 Cr ₹7921 Cr
Fund Manage 20 3
Franklin India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 31.83 29.8
Large Cap 47.77 42.79
Mid Cap 7.56 16.79
Small Cap 12.82 10.58

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 31.83 29.8
Petroleum Products 2.15 2.59
IT - Software 6.95 7.85
Cement & Cement Products 1.86 1.21
Construction 3.36 2.15
Finance 1.18 2.4
Diversified FMCG 1.12 3.39
Banks 16.77 17.36
Pharmaceuticals & Biotechnology 2.74 4.59
Ferrous Metals 0.58 0.6
Healthcare Services 1.8 0.68
Telecom - Services 4.09 3.66
Gas 0.9 1.05
Industrial Products 1.56 0.23
Automobiles 2.37 2.82
Agricultural Food & other Products 0.67 -
Oil 0.79 -
Aerospace & Defense 0.78 -
Consumer Durables 2.24 0.72
Financial Technology (Fintech) 1.35 -
Capital Markets 0.49 1.46
Chemicals & Petrochemicals 1.08 0.67
Power 1.73 1.08
Retailing 1.56 -
Insurance 1.22 2.82
Leisure Services 3.15 1.41
Realty 0.61 0.96
Beverages 1.69 -
Auto Components 1.83 0.84
Textiles & Apparels 0.75 2.42
Commercial Services & Supplies 0.78 -
Transport Services - 2.44
Fertilizers & Agrochemicals - 0.62
Diversified Metals - 1.81
Other Consumer Services - 0.66
Personal Products - 0.48
Entertainment - 0.6
Paper, Forest & Jute Products - 0.59

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