PGIM India Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2031 Cr | ₹209 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Dec 1999 | 05 Feb 2004 |
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% | 62% |
Expense Ratio | 2.09 | 2.33 |
Manager | Sandeep Manam | Puneet Pal |
ISIN Code | INF090I01817 | INF663L01HC4 |
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 | PGIM India Hybrid Equity Fund - Growth charges 0.5% 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 | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Month | 3.82% | 2.25% |
6 Month | -6.29% | -5.84% |
1 Year | 6.76% | 5.83% |
3 Year | 13.23% | 9.25% |
5 Year | 21.46% | 17.49% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | -2.2% | -2.24% |
1 Year | -2.15% | -1.57% |
3 Year | 14.42% | 10.96% |
5 Year | 15.24% | 11.1% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 13.57% | 11.92% |
3 Year | 14.36% | 10.08% |
5 Year | 14.39% | 10.2% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 9% | 9.745% |
Sharp | 0.66% | 0.358% |
Beta | 0.98% | 0.94% |
Alpha | 3.11% | -0.447% |
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Fund Managers
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Name | Sandeep Manam | Puneet Pal |
Total AUM | ₹74256 Cr | ₹20950 Cr |
Funds Managed | 20 | 19 |
Franklin India Equity Hybrid Fund - Growth Plan | PGIM India Hybrid Equity Fund - Growth Option |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 32.07 | 32.95 |
Large Cap | 47.01 | 47.3 |
Mid Cap | 8.92 | 11.27 |
Small Cap | 11.99 | 8.48 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 32.77 | 32.95 |
Energy | 2.8 | 4.82 |
Technology | 6.66 | 11.68 |
Industrials | 8.41 | 8.46 |
Consumer Defensive | 3.46 | 3.29 |
Financial Services | 20.17 | 20.2 |
Healthcare | 4.1 | 5.97 |
Basic Materials | 3.19 | 4.46 |
Communication Services | 4.06 | 3.88 |
Utilities | 2.67 | - |
Consumer Cyclical | 10.96 | 4.28 |
Real Estate | 0.74 | - |
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