Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Fund Franklin India Equity Hybrid Fund - Growth Plan Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹2031 Cr ₹5436 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 2.09 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

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month 1.89% 1.57%
6 Month 2.54% 1.7%
1 Year 9.19% 9.66%
3 Year 17.46% 15.09%
5 Year 21.33% 19.78%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month 4.96% 5.44%
1 Year 7.68% 7.36%
3 Year 16.65% 14.75%
5 Year 16% 14.36%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year 13.57% 12%
3 Year 14.36% 13.77%
5 Year 14.39% 12.8%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation 9% 9.872%
Sharp 0.88% 0.485%
Beta 0.99% 1.028%
Alpha 2.88% -0.506%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Equity 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 Equity Hybrid Fund - Growth Plan Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

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

Others 32.79 31.87
Large Cap 50.03 48.5
Mid Cap 6.51 12.09
Small Cap 10.67 7.53

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

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

Others 32.79 30.54
Petroleum Products 2.3 -
IT - Software 6.99 -
Construction 3.57 -
Diversified FMCG 1.02 -
Banks 17.97 -
Pharmaceuticals & Biotechnology 2.97 -
Ferrous Metals 0.59 -
Finance 1.1 -
Telecom - Services 3.66 -
Gas 1.5 -
Industrial Products 0.57 -
Automobiles 2.75 -
Agricultural Food & other Products 0.66 -
Industrial Manufacturing 0.26 -
Oil 0.72 -
Aerospace & Defense 0.66 -
Consumer Durables 2.11 -
Financial Technology (Fintech) 1.24 -
Healthcare Services 1.42 -
Capital Markets 0.41 -
Cement & Cement Products 2.26 -
Chemicals & Petrochemicals 0.54 -
Power 1.65 -
Retailing 1.57 -
Insurance 1.13 -
Leisure Services 2.75 -
Realty 0.63 -
Beverages 1.6 -
Auto Components 1.64 -
Textiles & Apparels 0.64 -
Commercial Services & Supplies 0.33 -
Energy - 5.35
Technology - 7.95
Consumer Cyclical - 12.74
Healthcare - 5.72
Industrials - 6.62
Basic Materials - 3.29
Financial Services - 17.97
Communication Services - 3.47
Utilities - 2.08
Consumer Defensive - 4.27

Top Comparisons

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns6.28%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.29%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns34.36%

VS

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns22.22%

Compare Now

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns22.34%

VS

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns17.64%

Compare Now
Add to Cart Successfully