Franklin India Equity Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare
Franklin India Equity Hybrid Fund - Growth Plan
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹2031 Cr | ₹5436 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 Dec 1999 | 14 Jan 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% | 62% |
Expense Ratio | 2.09 | 1.86 |
Manager | Sandeep Manam | Dwijendra Srivastava |
ISIN Code | INF090I01817 | INF173K01CL8 |
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 | Sundaram 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 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
1 Month | 5.27% | 5.57% |
6 Month | -2.59% | -3.91% |
1 Year | 9.41% | 9.35% |
3 Year | 13.87% | 11.75% |
5 Year | 19.74% | 18.63% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
6 Month | 1.03% | 1.41% |
1 Year | 1.24% | 1.21% |
3 Year | 15.09% | 13.1% |
5 Year | 15.38% | 13.71% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
1 Year | 13.57% | 12% |
3 Year | 14.36% | 13.77% |
5 Year | 14.39% | 12.8% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Standard Deviation | 9% | 9.872% |
Sharp | 0.65% | 0.485% |
Beta | 0.98% | 1.028% |
Alpha | 3.39% | -0.506% |
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Fund Managers
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Name | Sandeep Manam | Dwijendra Srivastava |
Total AUM | ₹74256 Cr | ₹14140 Cr |
Funds Managed | 20 | 14 |
Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Others | 32.76 | 31.87 |
Large Cap | 49.42 | 48.5 |
Mid Cap | 7.69 | 12.09 |
Small Cap | 10.13 | 7.53 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Others | 33.35 | 30.54 |
Energy | 2.98 | 5.35 |
Technology | 6.71 | 7.95 |
Industrials | 6.84 | 6.62 |
Consumer Defensive | 3.24 | 4.27 |
Financial Services | 21.82 | 17.97 |
Healthcare | 4.13 | 5.72 |
Basic Materials | 3.16 | 3.29 |
Communication Services | 4.24 | 3.47 |
Utilities | 2.87 | 2.08 |
Consumer Cyclical | 10.01 | 12.74 |
Real Estate | 0.64 | - |
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