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) | ₹2380 Cr | ₹828 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 | -2.68% | -2.79% |
| 6 Month | -1.77% | -3.55% |
| 1 Year | 5.11% | 3.09% |
| 3 Year | 13.4% | 15.19% |
| 5 Year | 12.84% | 12.09% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.88% | -1.37% |
| 1 Year | 3.51% | 2.48% |
| 3 Year | 10% | 10.96% |
| 5 Year | 11.61% | 12.21% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.77% | 11.14% |
| 3 Year | 14.74% | 14.31% |
| 5 Year | 14.43% | 14.59% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9% | 9.53% |
| Sharp | 0.93% | 0.93% |
| Beta | 1% | 1.15% |
| Alpha | 1.98% | 2.63% |
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 | 30.3 | 35.97 |
| Large Cap | 51.89 | 47.3 |
| Small Cap | 9.91 | 7.91 |
| Mid Cap | 7.9 | 8.82 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 29.09 | 29.55 |
| Energy | 3.17 | - |
| Technology | 5.37 | 10.53 |
| Industrials | 10.76 | 6.45 |
| Consumer Defensive | 4.05 | 7.79 |
| Financial Services | 21.79 | 22.19 |
| Healthcare | 4.7 | 3.3 |
| Basic Materials | 3.2 | 2.87 |
| Real Estate | 1.68 | 2.6 |
| Consumer Cyclical | 9.21 | 13.06 |
| Communication Services | 3.43 | 0 |
| Utilities | 3.55 | 1.66 |
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