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

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month -3.13% -4.06%
6 Month 6.07% 7.16%
1 Year 23.35% 22.35%
3 Year 13.05% 10.61%
5 Year 15.91% 15.14%

SIP Return Analysis

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 16.75% 16.71%
3 Year 19.24% 16.96%
5 Year 18.46% 16.94%

Rolling Lumpsum Returns

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%

Risk Management

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 0.73% 0.89%
Beta 0.97% 0.99%
Alpha 3.55% 1.87%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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