UTI Aggressive Hybrid Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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) | ₹2031 Cr | ₹5956 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 | 1.89 |
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 | 3.82% | 3.79% |
6 Month | -6.29% | -8.17% |
1 Year | 6.76% | 9.37% |
3 Year | 13.23% | 14.8% |
5 Year | 21.46% | 24.77% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | -2.2% | -2.84% |
1 Year | -2.15% | -2.54% |
3 Year | 14.42% | 15.8% |
5 Year | 15.24% | 17.32% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 13.57% | 13.82% |
3 Year | 14.36% | 12.4% |
5 Year | 14.39% | 11.66% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9% | 9.01% |
Sharp | 0.66% | 0.8% |
Beta | 0.98% | 1.05% |
Alpha | 3.11% | 4.59% |
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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 |
Funds Managed | 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 | 32.07 | 34.57 |
Large Cap | 47.01 | 42.47 |
Mid Cap | 8.92 | 13.21 |
Small Cap | 11.99 | 9.75 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.77 | 32.58 |
Energy | 2.8 | 3.43 |
Technology | 6.66 | 6.73 |
Industrials | 8.41 | 4.42 |
Consumer Defensive | 3.46 | 4.69 |
Financial Services | 20.17 | 22.79 |
Healthcare | 4.1 | 4.02 |
Basic Materials | 3.19 | 6.04 |
Communication Services | 4.06 | 4.5 |
Utilities | 2.67 | 1.57 |
Consumer Cyclical | 10.96 | 8.28 |
Real Estate | 0.74 | 0.94 |
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