Axis Equity Hybrid Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2355 Cr | ₹1581 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Dec 1999 | 09 Aug 2018 |
| 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% | 0.0% |
| Expense Ratio | 2.07 | 2.16 |
| Manager | Sandeep Manam | R Sivakumar |
| ISIN Code | INF090I01817 | INF846K01E90 |
| 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 | Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.25% | -0.1% |
| 6 Month | 2.25% | 3.15% |
| 1 Year | 2.41% | 2.64% |
| 3 Year | 13.53% | 10.61% |
| 5 Year | 14.75% | 11.08% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.83% | 2.15% |
| 1 Year | 9.25% | 10.75% |
| 3 Year | 12.42% | 11.27% |
| 5 Year | 12.94% | 10.08% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.92% | 11.37% |
| 3 Year | 14.78% | 11.26% |
| 5 Year | 14.45% | 12.47% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9% | 9.91% |
| Sharp | 0.94% | 0.46% |
| Beta | 1% | 1.11% |
| Alpha | 2.11% | -2.30% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sandeep Manam | R Sivakumar |
| Total AUM | ₹74256 Cr | ₹9709 Cr |
| Funds Managed | 20 | 10 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.81 | 27.98 |
| Large Cap | 52.5 | 52.78 |
| Small Cap | 11.91 | 9.3 |
| Mid Cap | 5.8 | 9.94 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.1 | 23.88 |
| Petroleum Products | 3.03 | - |
| IT - Software | 5 | - |
| Construction | 3.85 | - |
| Diversified FMCG | 0.97 | - |
| Banks | 16.89 | - |
| CRISIL AAA | 1.93 | - |
| Pharmaceuticals & Biotechnology | 2.5 | - |
| Ferrous Metals | 0.68 | - |
| Realty | 1.22 | - |
| Automobiles | 2.37 | - |
| Healthcare Services | 2.44 | - |
| Finance | 1.79 | - |
| Telecom - Services | 3.78 | - |
| Gas | 1.37 | - |
| Industrial Products | 0.69 | - |
| Agricultural Food & other Products | 0.98 | - |
| Food Products | 1.35 | - |
| Aerospace & Defense | 1.09 | - |
| Consumer Durables | 2.23 | - |
| Auto Components | 2.66 | - |
| Financial Technology (Fintech) | 1.1 | - |
| Cement & Cement Products | 1.42 | - |
| Power | 2.6 | - |
| Chemicals & Petrochemicals | 0.56 | - |
| Fertilizers & Agrochemicals | 1.06 | - |
| Transport Services | 1.27 | - |
| Retailing | 2.99 | - |
| Capital Markets | 0.21 | - |
| Insurance | 1.85 | - |
| Leisure Services | 1.44 | - |
| Beverages | 0.76 | - |
| Textiles & Apparels | 0.32 | - |
| Commercial Services & Supplies | 0.52 | - |
| Energy | - | 6.08 |
| Technology | - | 8.84 |
| Healthcare | - | 6.94 |
| Industrials | - | 9.27 |
| Financial Services | - | 24.29 |
| Consumer Defensive | - | 2.36 |
| Basic Materials | - | 3.42 |
| Real Estate | - | 2.01 |
| Consumer Cyclical | - | 7.45 |
| Utilities | - | 2.01 |
| Communication Services | - | 3.46 |
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