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) | ₹2245 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 | 0.54% | 0.54% |
6 Month | 8.2% | 8.8% |
1 Year | 1.97% | 0.58% |
3 Year | 15.56% | 11.56% |
5 Year | 17.49% | 13.01% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.02% | 1.77% |
1 Year | 7.9% | 9.3% |
3 Year | 13.07% | 11.51% |
5 Year | 13.38% | 10.24% |
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% | 9.81% |
Sharp | 0.95% | 0.41% |
Beta | 0.15% | 1.09% |
Alpha | 7.54% | -2.68% |
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 | 32.12 | 27.08 |
Large Cap | 48.75 | 51.6 |
Mid Cap | 7.4 | 11.26 |
Small Cap | 11.72 | 10.06 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.12 | 23.38 |
Energy | 2.78 | 5.58 |
Technology | 4.99 | 8.95 |
Industrials | 7.55 | 8.25 |
Consumer Defensive | 3.19 | 2 |
Financial Services | 20.96 | 24.04 |
Healthcare | 4.9 | 7.19 |
Basic Materials | 3.71 | 4.84 |
Consumer Cyclical | 11.75 | 8.54 |
Communication Services | 3.6 | 3.59 |
Utilities | 3.69 | 1.93 |
Real Estate | 0.77 | 1.71 |
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