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) | ₹2355 Cr | ₹5663 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 | -0.55% | -1.48% |
| 6 Month | 0.47% | 2.13% |
| 1 Year | 1.24% | -2.4% |
| 3 Year | 13.47% | 14.68% |
| 5 Year | 14.39% | 13.25% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.83% | 1.04% |
| 1 Year | 9.25% | 13.62% |
| 3 Year | 12.42% | 13.26% |
| 5 Year | 12.94% | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.92% | 10.96% |
| 3 Year | 14.78% | 13.56% |
| 5 Year | 14.45% | 12.97% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9% | 12.20% |
| Sharp | 0.87% | 0.70% |
| Beta | 1.01% | 1.22% |
| Alpha | 1.98% | 1.59% |
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 | 29.79 | 28.86 |
| Large Cap | 51.05 | 40.97 |
| Mid Cap | 7.24 | 15.12 |
| Small Cap | 11.92 | 15.05 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 29.01 | 26.22 |
| Energy | 3.03 | 0.59 |
| Technology | 5 | 6.12 |
| Industrials | 9.12 | 19.71 |
| Consumer Defensive | 4.06 | 3.86 |
| Financial Services | 21.84 | 18.41 |
| Healthcare | 4.94 | 5.48 |
| Basic Materials | 3.72 | 0 |
| Real Estate | 1.23 | 0 |
| Consumer Cyclical | 10.32 | 17.49 |
| Communication Services | 3.77 | 1.13 |
| Utilities | 3.97 | 0.98 |
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