Franklin India Equity Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
ICICI Prudential Equity & Debt Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2355 Cr | ₹48071 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Dec 1999 | 03 Nov 1999 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 50.43% | 31% |
| Expense Ratio | 2.07 | 1.57 |
| Manager | Sandeep Manam | Mittul Kalawadia |
| ISIN Code | INF090I01817 | INF109K01480 |
| 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 | ICICI Prudential Equity & Debt 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 | ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| 1 Month | 0.37% | 0.43% |
| 6 Month | 3.04% | 6.3% |
| 1 Year | 7.16% | 14.2% |
| 3 Year | 14.48% | 19.42% |
| 5 Year | 15.53% | 24.37% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| 6 Month | 1.74% | 3.22% |
| 1 Year | 9.45% | 15.94% |
| 3 Year | 13.03% | 17.56% |
| 5 Year | 13.28% | 18.74% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| 1 Year | 13.98% | 15.46% |
| 3 Year | 14.8% | 18.27% |
| 5 Year | 14.43% | 16.2% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| Standard Deviation | 9% | 9.13% |
| Sharp | 0.94% | 1.37% |
| Beta | 1% | 1.01% |
| Alpha | 2.11% | 6.06% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| Name | Sandeep Manam | Mittul Kalawadia |
| Total AUM | ₹74256 Cr | ₹45730 Cr |
| Funds Managed | 20 | 5 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| Others | 29.79 | 27.72 |
| Large Cap | 51.05 | 63.59 |
| Mid Cap | 7.24 | 3.26 |
| Small Cap | 11.92 | 5.43 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| Others | 29.01 | 24.3 |
| Energy | 3.03 | 8.31 |
| Technology | 5 | 5.38 |
| Industrials | 9.12 | 5.77 |
| Consumer Defensive | 4.06 | 4.91 |
| Financial Services | 21.84 | 19.84 |
| Healthcare | 4.94 | 7 |
| Basic Materials | 3.72 | 2.34 |
| Real Estate | 1.23 | 2.84 |
| Consumer Cyclical | 10.32 | 10.96 |
| Communication Services | 3.77 | 2.58 |
| Utilities | 3.97 | 5.76 |
Top Comparisons
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.38%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.17%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.41%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns15.09%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.48%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.54%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.74%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns20.93%