INVESCO INDIA AGGRESSIVE HYBRID FUND vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2273 Cr | ₹787 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Dec 1999 | 30 Jun 2018 |
| 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% | 146% |
| Expense Ratio | 2.07 | 2.37 |
| Manager | Sandeep Manam | Krishna Venkat Cheemalapati |
| ISIN Code | INF090I01817 | INF205K011Q3 |
| 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 | Invesco India 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.78% | -0.29% |
| 6 Month | 3.91% | 3.91% |
| 1 Year | 4.12% | 1.21% |
| 3 Year | 14.23% | 15.41% |
| 5 Year | 16.56% | 15.03% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.24% | -0.01% |
| 1 Year | 7.98% | 5.14% |
| 3 Year | 12.54% | 13.68% |
| 5 Year | 13% | 13.49% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.19% | 11.87% |
| 3 Year | 14.53% | 13.99% |
| 5 Year | 14.51% | 14.54% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9% | 10.47% |
| Sharp | 0.95% | 0.84% |
| Beta | 0.15% | 1.12% |
| Alpha | 7.54% | 1.89% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | Krishna Venkat Cheemalapati |
| Total AUM | ₹74256 Cr | ₹24743 Cr |
| Funds Managed | 20 | 19 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 30.64 | 38.6 |
| Large Cap | 50.3 | 38.91 |
| Mid Cap | 7.59 | 14.33 |
| Small Cap | 11.47 | 8.17 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 29.82 | 34.63 |
| Energy | 2.88 | - |
| Technology | 4.86 | 8.46 |
| Industrials | 8.71 | 10.33 |
| Consumer Defensive | 3.42 | 1.56 |
| Financial Services | 21.95 | 19.49 |
| Healthcare | 4.83 | 3.38 |
| Basic Materials | 3.64 | 3.38 |
| Real Estate | 1.55 | 2.52 |
| Consumer Cyclical | 10.54 | 11.74 |
| Communication Services | 3.83 | 2.36 |
| Utilities | 3.96 | 2.14 |
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