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
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Chart Comparison
| 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 | 3.47% | 1.69% |
| 6 Month | 16.75% | 14.99% |
| 1 Year | 29.71% | 30.17% |
| 3 Year | 15.2% | 14.44% |
| 5 Year | 17.98% | 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 | 18.2% | 17.11% |
| 3 Year | 44.77% | 40.96% |
| 5 Year | 63.23% | 57.17% |
| 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 | 0.91% | 0.89% |
| Beta | 0.99% | 0.99% |
| Alpha | 3.72% | 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 | 29.65 |
| Large Cap | 53.68 | 50.24 |
| Mid Cap | 6.21 | 15.61 |
| Small Cap | 8.64 | 4.45 |
| Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
|---|---|---|
| Others | 4.22 | 3.77 |
| Sovereign | 1.64 | 9.22 |
| Energy | 7.17 | 8.71 |
| Technology | 6.72 | 4.84 |
| Materials | 1.69 | 2.78 |
| Construction | 4.3 | 3.05 |
| Financial | 38.56 | 31.24 |
| Healthcare | 4.56 | 5.4 |
| Capital Goods | 6.54 | 2.28 |
| Metals & Mining | 0.73 | 1.26 |
| Services | 7.81 | 4.9 |
| Automobile | 3.85 | 7.32 |
| Consumer Staples | 3.04 | 4.65 |
| Consumer Discretionary | 2.7 | 2.91 |
| Communication | 5.45 | 2.96 |
| Insurance | 1.03 | 1.48 |
| Chemicals | - | 1.01 |
| Unclassified | - | 2.17 |
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