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Franklin India Equity Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-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 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 4.76% 5.96%
6 Month -6.13% -7.85%
1 Year 8.64% 7.31%
3 Year 14.57% 11.2%
5 Year 21.32% 19.53%

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 -2.2% -2.47%
1 Year -2.15% -3.16%
3 Year 14.42% 12.16%
5 Year 15.24% 13.44%

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 0.66% 0.485%
Beta 0.98% 1.028%
Alpha 3.11% -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 32.07 31.87
Large Cap 47.01 48.5
Mid Cap 8.92 12.09
Small Cap 11.99 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 32.77 30.54
Energy 2.8 5.35
Technology 6.66 7.95
Industrials 8.41 6.62
Consumer Defensive 3.46 4.27
Financial Services 20.17 17.97
Healthcare 4.1 5.72
Basic Materials 3.19 3.29
Communication Services 4.06 3.47
Utilities 2.67 2.08
Consumer Cyclical 10.96 12.74
Real Estate 0.74 -

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