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) | ₹2273 Cr | ₹46392 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 | 2.38% | 2.01% |
| 6 Month | 4.66% | 7% |
| 1 Year | 5.1% | 9.36% |
| 3 Year | 14.54% | 19.14% |
| 5 Year | 17.69% | 26.5% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| 6 Month | 1.72% | 3.79% |
| 1 Year | 9.26% | 17.08% |
| 3 Year | 13.59% | 18.46% |
| 5 Year | 13.78% | 19.63% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| 1 Year | 13.19% | 14.49% |
| 3 Year | 14.53% | 17.26% |
| 5 Year | 14.51% | 16.08% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| Standard Deviation | 9% | 9.13% |
| Sharp | 0.95% | 1.42% |
| Beta | 0.15% | 0.12% |
| Alpha | 7.54% | 12.32% |
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 | 30.64 | 28.59 |
| Large Cap | 50.3 | 63.26 |
| Mid Cap | 7.59 | 2.99 |
| Small Cap | 11.47 | 5.16 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
ICICI Prudential Equity & Debt Fund - Growth |
|---|---|---|
| Others | 29.82 | 25.67 |
| Energy | 2.88 | 7.56 |
| Technology | 4.86 | 5.47 |
| Industrials | 8.71 | 5.56 |
| Consumer Defensive | 3.42 | 4.89 |
| Financial Services | 21.95 | 19.05 |
| Healthcare | 4.83 | 6.43 |
| Basic Materials | 3.64 | 1.86 |
| Real Estate | 1.55 | 2.82 |
| Consumer Cyclical | 10.54 | 11.67 |
| Communication Services | 3.83 | 2.98 |
| Utilities | 3.96 | 6.04 |
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