ICICI Prudential Equity & Debt Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
ICICI Prudential Equity & Debt Fund - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
---|---|---|
Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹2245 Cr | ₹45168 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Dec 1999 | 03 Nov 1999 |
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% | 31% |
Expense Ratio | 2.07 | 1.57 |
Manager | Sandeep Manam | Mittul Kalawadia |
ISIN Code | INF090I01817 | INF109K01480 |
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 | ICICI Prudential Equity & Debt 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 | ICICI Prudential Equity & Debt Fund - Growth |
---|---|---|
1 Month | 1.36% | 2.91% |
6 Month | 9.73% | 13.07% |
1 Year | 0.6% | 4.49% |
3 Year | 14.06% | 19.12% |
5 Year | 17.99% | 25.34% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
---|---|---|
6 Month | 1.79% | 4.13% |
1 Year | 7.06% | 14.88% |
3 Year | 13.5% | 18.37% |
5 Year | 13.7% | 19.76% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
---|---|---|
1 Year | 13.3% | 14.64% |
3 Year | 14.49% | 17.15% |
5 Year | 14.47% | 16.02% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
---|---|---|
Standard Deviation | 9% | 9.13% |
Sharp | 0.92% | 1.31% |
Beta | 0.13% | 0.09% |
Alpha | 7.35% | 11.61% |
Fund Managers
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
---|---|---|
Name | Sandeep Manam | Mittul Kalawadia |
Total AUM | ₹74256 Cr | ₹45730 Cr |
Funds Managed | 20 | 5 |
Franklin India Aggressive Hybrid Fund - Growth Plan | ICICI Prudential Equity & Debt Fund - Growth |
Market Cap
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
ICICI Prudential Equity & Debt Fund - Growth |
---|---|---|
Others | 32.01 | 25.58 |
Large Cap | 48.74 | 66.62 |
Mid Cap | 7.43 | 3 |
Small Cap | 11.82 | 4.8 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
ICICI Prudential Equity & Debt Fund - Growth |
---|---|---|
Others | 32.01 | 22.66 |
Energy | 2.83 | 7.99 |
Technology | 4.99 | 4.54 |
Industrials | 7.41 | 6.24 |
Consumer Defensive | 3.14 | 5.41 |
Financial Services | 21.63 | 20.33 |
Healthcare | 4.86 | 6.23 |
Basic Materials | 3.64 | 2.53 |
Consumer Cyclical | 11.26 | 12.75 |
Communication Services | 3.66 | 2.66 |
Utilities | 3.77 | 6.07 |
Real Estate | 0.79 | 2.57 |
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