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) | ₹2355 Cr | ₹818 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 | 1.9% | 0.58% |
| 6 Month | 3.92% | 2.48% |
| 1 Year | 7.07% | 4.26% |
| 3 Year | 14.49% | 15.8% |
| 5 Year | 15.9% | 14.85% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.74% | 0.15% |
| 1 Year | 9.45% | 5.94% |
| 3 Year | 13.03% | 13.83% |
| 5 Year | 13.28% | 13.61% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.98% | 11.52% |
| 3 Year | 14.8% | 14.13% |
| 5 Year | 14.43% | 14.96% |
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 | 0.94% | 0.84% |
| Beta | 1% | 1.12% |
| Alpha | 2.11% | 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 | 29.79 | 39.22 |
| Large Cap | 51.05 | 38.6 |
| Mid Cap | 7.24 | 14.36 |
| Small Cap | 11.92 | 7.83 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 29.01 | 34.82 |
| Energy | 3.03 | - |
| Technology | 5 | 8.87 |
| Industrials | 9.12 | 10.1 |
| Consumer Defensive | 4.06 | 1.6 |
| Financial Services | 21.84 | 19.35 |
| Healthcare | 4.94 | 3.3 |
| Basic Materials | 3.72 | 3.29 |
| Real Estate | 1.23 | 2.62 |
| Consumer Cyclical | 10.32 | 11.39 |
| Communication Services | 3.77 | 2.54 |
| Utilities | 3.97 | 2.12 |
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