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

Franklin India Equity Hybrid Fund - Growth Plan

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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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)	₹2014 Cr	₹5358 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	1.83
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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	1.99%	1.34%
6 Month	4.55%	3.87%
1 Year	18.56%	17.16%
3 Year	14.78%	12.22%
5 Year	16.22%	15.23%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	-	-
1 Year	12.87%	11.01%
3 Year	18.92%	16.05%
5 Year	18.33%	16.41%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	13.54%	11.87%
3 Year	14.4%	13.85%
5 Year	14.31%	12.7%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9%	8.82%
Sharp	0.87%	0.89%
Beta	0.96%	0.99%
Alpha	4.06%	1.87%

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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
Fund Manage	20	14
	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	31.83	26.44
Large Cap	47.77	49.08
Mid Cap	7.56	16.09
Small Cap	12.82	8.35

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	31.83	26.8
Petroleum Products	2.15	5.72
IT - Software	6.95	5.81
Cement & Cement Products	1.86	1.89
Construction	3.36	1.87
Finance	1.18	2.82
Diversified FMCG	1.12	0.68
Banks	16.77	13.51
Pharmaceuticals & Biotechnology	2.74	5.32
Ferrous Metals	0.58	0.48
Healthcare Services	1.8	0.57
Telecom - Services	4.09	3.1
Gas	0.9	0.61
Industrial Products	1.56	2.66
Automobiles	2.37	4.05
Agricultural Food & other Products	0.67	1.41
Oil	0.79	-
Aerospace & Defense	0.78	-
Consumer Durables	2.24	5.16
Financial Technology (Fintech)	1.35	-
Capital Markets	0.49	1
Chemicals & Petrochemicals	1.08	-
Power	1.73	1.49
Retailing	1.56	0.66
Insurance	1.22	1.6
Leisure Services	3.15	2.24
Realty	0.61	-
Beverages	1.69	2.68
Auto Components	1.83	5.58
Textiles & Apparels	0.75	-
Commercial Services & Supplies	0.78	-
Transport Services	-	0.52
Fertilizers & Agrochemicals	-	1.06
Food Products	-	0.46
Consumable Fuels	-	0.21