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)	₹1901 Cr	₹4975 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Dec 1999	01 Jan 2013
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	50.43%	62%
Expense Ratio	2.11	1.85
Manager	Sandeep Manam	Dwijendra Srivastava
ISIN Code	INF090I01817	INF173K01CL8
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	-3.27%	1.69%
6 Month	8.22%	14.99%
1 Year	29.75%	30.17%
3 Year	13.62%	14.44%
5 Year	16.34%	16.95%

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	13.21%	11.55%
3 Year	31.62%	26.08%
5 Year	58.41%	51.21%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	13.53%	11.88%
3 Year	14.37%	13.85%
5 Year	14.28%	12.69%

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	0.86%	0.89%
Beta	0.15%	0.99%
Alpha	6.35%	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	31.48	26.44
Large Cap	53.68	49.08
Mid Cap	6.21	16.09
Small Cap	8.64	8.35

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	4.22	26.8
Sovereign	1.64	-
Energy	7.17	-
Technology	6.72	-
Materials	1.69	-
Construction	4.3	1.87
Financial	38.56	-
Healthcare	4.56	-
Capital Goods	6.54	-
Metals & Mining	0.73	-
Services	7.81	-
Automobile	3.85	-
Consumer Staples	3.04	-
Consumer Discretionary	2.7	-
Communication	5.45	-
Insurance	1.03	1.6
Petroleum Products	-	5.72
IT - Software	-	5.81
Auto Components	-	5.58
Pharmaceuticals & Biotechnology	-	5.32
Banks	-	13.51
Cement & Cement Products	-	1.89
Leisure Services	-	2.24
Healthcare Services	-	0.57
Ferrous Metals	-	0.48
Automobiles	-	4.05
Gas	-	0.61
Industrial Products	-	2.66
Transport Services	-	0.52
Finance	-	2.82
Diversified FMCG	-	0.68
Fertilizers & Agrochemicals	-	1.06
Agricultural Food & other Products	-	1.41
Beverages	-	2.68
Consumer Durables	-	5.16
Telecom - Services	-	3.1
Food Products	-	0.46
Consumable Fuels	-	0.21
Capital Markets	-	1
Power	-	1.49
Retailing	-	0.66