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) | ₹2380 Cr | ₹5650 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 | -0.61% | -0.82% |
| 6 Month | -0.79% | 0.52% |
| 1 Year | 3.89% | 3.19% |
| 3 Year | 14.01% | 15.24% |
| 5 Year | 13% | 11.98% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.21% | -1.01% |
| 1 Year | 4.9% | 9.02% |
| 3 Year | 10.39% | 11.01% |
| 5 Year | 11.78% | 11.67% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.78% | 10.83% |
| 3 Year | 14.76% | 13.63% |
| 5 Year | 14.44% | 12.98% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.68% | 12.11% |
| Sharp | 0.85% | 0.73% |
| Beta | 0.99% | 1.23% |
| Alpha | 1.09% | 1.12% |
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 | 28.43 | 29.89 |
| Large Cap | 52.17 | 39.77 |
| Small Cap | 11.02 | 16.08 |
| Mid Cap | 8.38 | 14.26 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 27.66 | 25.89 |
| Energy | 3.16 | 0.62 |
| Technology | 5.2 | 6.07 |
| Industrials | 10.64 | 16.6 |
| Consumer Defensive | 4.02 | 3.87 |
| Financial Services | 21.9 | 20.3 |
| Healthcare | 4.93 | 6.73 |
| Basic Materials | 3.35 | - |
| Real Estate | 1.86 | - |
| Consumer Cyclical | 9.66 | 17.82 |
| Communication Services | 3.85 | 1.16 |
| Utilities | 3.77 | 0.93 |
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