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 | 2.82% | 3.17% |
6 Month | -0.3% | -1.92% |
1 Year | 10.09% | 13.51% |
3 Year | 14.94% | 15.6% |
5 Year | 20.51% | 18.75% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 1.03% | -0.53% |
1 Year | 1.24% | -0.57% |
3 Year | 15.09% | 16.93% |
5 Year | 15.38% | 15.39% |
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 | 0.65% | 0.598% |
Beta | 0.98% | 1.095% |
Alpha | 3.39% | 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 | 32.76 | 34.01 |
Large Cap | 49.42 | 33.49 |
Mid Cap | 7.69 | 20.87 |
Small Cap | 10.13 | 11.63 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 33.35 | 32.65 |
Energy | 2.98 | - |
Technology | 6.71 | 9.64 |
Industrials | 6.84 | 11.01 |
Consumer Defensive | 3.24 | 1.63 |
Financial Services | 21.82 | 14.65 |
Healthcare | 4.13 | 3.95 |
Basic Materials | 3.16 | 5.51 |
Communication Services | 4.24 | 2.05 |
Utilities | 2.87 | 3.2 |
Consumer Cyclical | 10.01 | 12.6 |
Real Estate | 0.64 | 3.13 |
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