Franklin India Equity Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

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Franklin India Aggressive Hybrid Fund - Growth Plan

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Fund	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	High
Asset Size (Cr)	₹2380 Cr	₹7655 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Dec 1999	14 Jan 2000
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%	62%
Expense Ratio	2.07	1.86
Manager	Sandeep Manam	Dwijendra Srivastava
ISIN Code	INF090I01817	INF173K01CL8
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	Sundaram Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	-0.01%	-0.49%
6 Month	-0.27%	0.96%
1 Year	3.95%	4.7%
3 Year	14.51%	12.78%
5 Year	13.14%	12.33%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	1.83%	2.49%
1 Year	8.84%	11.12%
3 Year	11.81%	11.5%
5 Year	12.61%	11.67%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	13.78%	12.06%
3 Year	14.76%	13.71%
5 Year	14.44%	13.33%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9%	8.82%
Sharp	0.93%	0.7%
Beta	1%	1.13%
Alpha	1.98%	-0.22%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Name	Sandeep Manam	Dwijendra Srivastava
Total AUM	₹74256 Cr	₹14140 Cr
Funds Managed	20	14
	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	28.43	31.51
Large Cap	52.17	54.29
Small Cap	11.02	2.88
Mid Cap	8.38	10.77

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	27.66	31.51
Energy	3.16	-
Technology	5.2	-
Industrials	10.64	-
Consumer Defensive	4.02	-
Financial Services	21.9	-
Healthcare	4.93	-
Basic Materials	3.35	-
Real Estate	1.86	-
Consumer Cyclical	9.66	-
Communication Services	3.85	-
Utilities	3.77	-
Petroleum Products	-	5.17
Finance	-	5.84
IT - Software	-	3.68
Capital Markets	-	2.38
Construction	-	3.11
Diversified FMCG	-	1.57
Banks	-	16.88
Pharmaceuticals & Biotechnology	-	1.68
Cement & Cement Products	-	2.37
Leisure Services	-	1.53
Healthcare Services	-	0.83
Automobiles	-	5.36
Insurance	-	0.43
Gas	-	0.25
Fertilizers & Agrochemicals	-	1.61
Agricultural Food & other Products	-	1.1
Beverages	-	1.17
Power	-	0.75
Aerospace & Defense	-	1.35
Industrial Products	-	1.65
Chemicals & Petrochemicals	-	0.6
Consumer Durables	-	0.21
Telecom - Services	-	3.83
Auto Components	-	1.67
Financial Technology (Fintech)	-	1.07
Transport Services	-	1.29
Realty	-	0.56