INVESCO INDIA AGGRESSIVE HYBRID FUND vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2031 Cr | ₹596 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Dec 1999 | 30 Jun 2018 |
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% | 146% |
Expense Ratio | 2.09 | 2.37 |
Manager | Sandeep Manam | Krishna Venkat Cheemalapati |
ISIN Code | INF090I01817 | INF205K011Q3 |
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 | Invesco India 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | 4.58% | 5.29% |
6 Month | -5.44% | -7.92% |
1 Year | 8.64% | 11.92% |
3 Year | 13.97% | 14.32% |
5 Year | 21.19% | 19.07% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | -2.2% | -4.62% |
1 Year | -2.15% | -3.49% |
3 Year | 14.42% | 16.27% |
5 Year | 15.24% | 15.17% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 13.57% | 12.34% |
3 Year | 14.36% | 13.64% |
5 Year | 14.39% | 13.46% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9% | 11.275% |
Sharp | 0.66% | 0.598% |
Beta | 0.98% | 1.095% |
Alpha | 3.11% | 2.142% |
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Fund Managers
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Sandeep Manam | Krishna Venkat Cheemalapati |
Total AUM | ₹74256 Cr | ₹24743 Cr |
Funds Managed | 20 | 19 |
Franklin India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 32.07 | 34.01 |
Large Cap | 47.01 | 33.49 |
Mid Cap | 8.92 | 20.87 |
Small Cap | 11.99 | 11.63 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 32.77 | 32.65 |
Energy | 2.8 | - |
Technology | 6.66 | 9.64 |
Industrials | 8.41 | 11.01 |
Consumer Defensive | 3.46 | 1.63 |
Financial Services | 20.17 | 14.65 |
Healthcare | 4.1 | 3.95 |
Basic Materials | 3.19 | 5.51 |
Communication Services | 4.06 | 2.05 |
Utilities | 2.67 | 3.2 |
Consumer Cyclical | 10.96 | 12.6 |
Real Estate | 0.74 | 3.13 |
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