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INVESCO INDIA AGGRESSIVE HYBRID FUND vs Franklin India Equity Hybrid Fund compare

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tortoise-icon Franklin India Aggressive Hybrid Fund - Growth Plan

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2245 Cr ₹769 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 1.73% 2.27%
6 Month 10.69% 12.13%
1 Year 1.2% 0.64%
3 Year 14.97% 16.51%
5 Year 17.92% 16%

SIP Return Analysis

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month 1.79% 2.27%
1 Year 7.06% 6.63%
3 Year 13.5% 15.82%
5 Year 13.7% 14.65%

Rolling Lumpsum Returns

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 13.3% 12.01%
3 Year 14.49% 13.91%
5 Year 14.47% 14.1%

Risk Management

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation 9% 10.61%
Sharp 0.92% 0.80%
Beta 0.13% 1.11%
Alpha 7.35% 2.94%

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 32.12 38.7
Large Cap 48.75 39.33
Mid Cap 7.4 14
Small Cap 11.72 7.97

Sector Allocation

Scheme Name

Franklin India Aggressive Hybrid Fund - Growth Plan

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 32.12 34.74
Energy 2.78 -
Technology 4.99 7.48
Industrials 7.55 10.94
Consumer Defensive 3.19 1.76
Financial Services 20.96 19.54
Healthcare 4.9 3.42
Basic Materials 3.71 3.63
Consumer Cyclical 11.75 11.34
Communication Services 3.6 2.53
Utilities 3.69 2.21
Real Estate 0.77 2.4

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