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) | ₹2256 Cr | ₹1570 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 | 1.36% | 2.39% |
6 Month | 9.73% | 10.61% |
1 Year | 0.6% | -0.63% |
3 Year | 14.06% | 9.83% |
5 Year | 17.99% | 13.41% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.79% | 2.54% |
1 Year | 7.06% | 8.09% |
3 Year | 13.5% | 11.64% |
5 Year | 13.7% | 10.39% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.3% | 12.71% |
3 Year | 14.49% | 11.39% |
5 Year | 14.47% | 12.32% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9% | 10.02% |
Sharp | 0.92% | 0.27% |
Beta | 0.13% | 1.09% |
Alpha | 7.35% | -2.64% |
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 | 32.01 | 27.41 |
Large Cap | 48.74 | 50.35 |
Mid Cap | 7.43 | 10.75 |
Small Cap | 11.82 | 11.49 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.01 | 22.6 |
Energy | 2.83 | 5.21 |
Technology | 4.99 | 7.75 |
Industrials | 7.41 | 8.98 |
Consumer Defensive | 3.14 | 1.94 |
Financial Services | 21.63 | 25.09 |
Healthcare | 4.86 | 7.28 |
Basic Materials | 3.64 | 5.22 |
Consumer Cyclical | 11.26 | 7.98 |
Communication Services | 3.66 | 4.03 |
Utilities | 3.77 | 1.86 |
Real Estate | 0.79 | 2.05 |
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