HSBC Aggressive Hybrid Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2273 Cr | ₹5546 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Dec 1999 | 07 Feb 2011 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 50.43% | 75% |
| Expense Ratio | 2.07 | 1.85 |
| Manager | Sandeep Manam | Gautam Bhupal |
| ISIN Code | INF090I01817 | INF917K01LB0 |
| 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 | HSBC 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 Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.89% | -0.69% |
| 6 Month | 5.68% | 13.23% |
| 1 Year | 4.96% | 5.18% |
| 3 Year | 14.31% | 15.58% |
| 5 Year | 15.81% | 14.68% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.24% | 2.04% |
| 1 Year | 7.98% | 14.55% |
| 3 Year | 12.54% | 14.22% |
| 5 Year | 13% | 13.31% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.98% | 11.05% |
| 3 Year | 14.8% | 13.51% |
| 5 Year | 14.43% | 12.94% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9% | 12.18% |
| Sharp | 0.94% | 0.73% |
| Beta | 1% | 1.20% |
| Alpha | 2.11% | 1.38% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Sandeep Manam | Gautam Bhupal |
| Total AUM | ₹74256 Cr | ₹25949 Cr |
| Funds Managed | 20 | 13 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 30.64 | 27.83 |
| Large Cap | 50.3 | 41.53 |
| Mid Cap | 7.59 | 16.73 |
| Small Cap | 11.47 | 13.91 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 29.82 | 25.86 |
| Energy | 2.88 | 0.55 |
| Technology | 4.86 | 5.84 |
| Industrials | 8.71 | 21.26 |
| Consumer Defensive | 3.42 | 3.91 |
| Financial Services | 21.95 | 17 |
| Healthcare | 4.83 | 4.49 |
| Basic Materials | 3.64 | 0.2 |
| Real Estate | 1.55 | 0.09 |
| Consumer Cyclical | 10.54 | 18.73 |
| Communication Services | 3.83 | 1.06 |
| Utilities | 3.96 | 1.01 |
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