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)	₹2248 Cr	₹6429 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	-0.71%	-0.97%
6 Month	6.94%	7.17%
1 Year	2.94%	1.69%
3 Year	16.42%	13.69%
5 Year	18.73%	16.72%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	3.81%	3.57%
1 Year	6.75%	5.32%
3 Year	15.07%	13.09%
5 Year	15.01%	13.28%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	13.41%	11.73%
3 Year	14.38%	13.75%
5 Year	14.42%	12.95%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9%	10.12%
Sharp	1.34%	0.92%
Beta	0.97%	1.05%
Alpha	3.45%	-0.53%

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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	32.2	32.03
Large Cap	49.49	53.85
Small Cap	11.55	5.05
Mid Cap	6.77	9.07

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	32.2	29.04
Energy	2.87	6.42
Technology	6.16	5.97
Industrials	7.46	5.42
Consumer Defensive	3.16	4.97
Financial Services	21.84	25.53
Healthcare	4.65	3.66
Basic Materials	2.89	3.6
Communication Services	3.93	3.88
Utilities	2.99	1.26
Consumer Cyclical	11.04	9.84
Real Estate	0.81	0.41