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) | ₹2273 Cr | ₹1538 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 | 1.94% | 2.74% |
| 6 Month | 4.7% | 5.79% |
| 1 Year | 5.8% | 5.21% |
| 3 Year | 14.65% | 11.15% |
| 5 Year | 17.15% | 12.99% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.37% | 3.3% |
| 1 Year | 9.59% | 11.93% |
| 3 Year | 13.28% | 12.2% |
| 5 Year | 13.5% | 10.6% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.19% | 12.34% |
| 3 Year | 14.53% | 11.28% |
| 5 Year | 14.51% | 12.46% |
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 | 0.95% | 0.46% |
| Beta | 0.15% | 1.11% |
| Alpha | 7.54% | -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 | 30.64 | 28.22 |
| Large Cap | 51.76 | 51.82 |
| Mid Cap | 6.16 | 10.8 |
| Small Cap | 11.47 | 9.16 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.83 | 24.28 |
| Petroleum Products | 2.88 | - |
| IT - Software | 4.86 | - |
| Construction | 3.62 | - |
| Diversified FMCG | 1.02 | - |
| Banks | 17.29 | - |
| CRISIL AAA | 1.99 | - |
| Pharmaceuticals & Biotechnology | 2.51 | - |
| Ferrous Metals | 0.65 | - |
| Realty | 1.55 | - |
| Automobiles | 2.43 | - |
| Healthcare Services | 2.33 | - |
| Finance | 1.46 | - |
| Telecom - Services | 3.84 | - |
| Gas | 1.37 | - |
| Industrial Products | 0.65 | - |
| Agricultural Food & other Products | 0.98 | - |
| Aerospace & Defense | 1.07 | - |
| Consumer Durables | 1.93 | - |
| Auto Components | 2.52 | - |
| Financial Technology (Fintech) | 1.09 | - |
| Cement & Cement Products | 1.51 | - |
| Power | 2.59 | - |
| Chemicals & Petrochemicals | 0.56 | - |
| Fertilizers & Agrochemicals | 0.93 | - |
| Transport Services | 1.3 | - |
| Retailing | 3.01 | - |
| Capital Markets | 0.19 | - |
| Insurance | 1.92 | - |
| Leisure Services | 1.94 | - |
| Beverages | 1.42 | - |
| Textiles & Apparels | 0.5 | - |
| Commercial Services & Supplies | 0.29 | - |
| Energy | - | 5.73 |
| Technology | - | 8.79 |
| Healthcare | - | 6.84 |
| Industrials | - | 8.83 |
| Financial Services | - | 24.68 |
| Consumer Defensive | - | 2.34 |
| Basic Materials | - | 3.31 |
| Real Estate | - | 1.97 |
| Consumer Cyclical | - | 7.95 |
| Utilities | - | 2.04 |
| Communication Services | - | 3.25 |
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