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Aditya Birla Sun Life Equity Hybrid 95 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 Aditya Birla Sun Life Equity Hybrid 95 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 Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund Franklin India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2031 Cr ₹7313 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 10 Dec 1999 10 Feb 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 50.43% 85%
Expense Ratio 2.09 1.85
Manager Sandeep Manam Dhaval Joshi
ISIN Code INF090I01817 INF209K01BT5
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 Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month 2.2% 2.75%
6 Month 1.13% 0.7%
1 Year 9.91% 9.48%
3 Year 16.91% 13.98%
5 Year 19.96% 18.64%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month 2.59% 2.8%
1 Year 1.75% -0.06%
3 Year 14.4% 12.4%
5 Year 14.77% 12.48%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 13.41% 16%
3 Year 14.38% 16.05%
5 Year 14.42% 16.41%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 9% 9.21%
Sharp 0.88% 0.47%
Beta 0.99% 1.1%
Alpha 2.88% -1.49%

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Fund Managers

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name Sandeep Manam Dhaval Joshi
Total AUM ₹74256 Cr ₹361932 Cr
Funds Managed 20 55
Franklin India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 32.79 23.31
Large Cap 50.03 57.59
Mid Cap 6.51 9.42
Small Cap 10.67 9.57

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 32.79 20.45
Petroleum Products 2.3 4.05
IT - Software 6.99 7.27
Construction 3.57 3.06
Diversified FMCG 1.02 1.47
Banks 17.97 17.76
Pharmaceuticals & Biotechnology 2.97 4.55
Ferrous Metals 0.59 0.31
Finance 1.1 4.63
Telecom - Services 3.66 3.06
Gas 1.5 -
Industrial Products 0.57 0.22
Automobiles 2.75 4.2
Agricultural Food & other Products 0.66 0.91
Industrial Manufacturing 0.26 1.13
Oil 0.72 -
Aerospace & Defense 0.66 1.26
Consumer Durables 2.11 2.87
Financial Technology (Fintech) 1.24 -
Healthcare Services 1.42 1.16
Capital Markets 0.41 -
Cement & Cement Products 2.26 2.3
Chemicals & Petrochemicals 0.54 1.6
Power 1.65 1.09
Retailing 1.57 2.44
Insurance 1.13 1.38
Leisure Services 2.75 0.38
Realty 0.63 1.21
Beverages 1.6 1.14
Auto Components 1.64 2.65
Textiles & Apparels 0.64 0.22
Commercial Services & Supplies 0.33 -
Electrical Equipment - 1.63
Non - Ferrous Metals - 1.14
Personal Products - 0.85
IT - Services - 0.54
Transport Infrastructure - 1.39
Diversified Metals - 0.47
Fertilizers & Agrochemicals - 0.51
Transport Services - 0.59

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