PGIM India Hybrid Equity Fund vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
PGIM India Aggressive Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹2273 Cr | ₹216 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Dec 1999 | 05 Feb 2004 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 50.43% | 62% |
| Expense Ratio | 2.07 | 2.33 |
| Manager | Sandeep Manam | Puneet Pal |
| ISIN Code | INF090I01817 | INF663L01HC4 |
| 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 | PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Month | 2.38% | 1.92% |
| 6 Month | 4.66% | 4.98% |
| 1 Year | 5.1% | 7.98% |
| 3 Year | 14.54% | 12.45% |
| 5 Year | 17.69% | 13.7% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | -0.31% | 0.3% |
| 1 Year | 4.38% | 6.16% |
| 3 Year | 11.44% | 10.24% |
| 5 Year | 12.49% | 10.05% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 13.19% | 11.3% |
| 3 Year | 14.53% | 10.28% |
| 5 Year | 14.51% | 10.36% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 8.88% | 8.48% |
| Sharp | 0.85% | 0.66% |
| Beta | 0.99% | 0.88% |
| Alpha | 1.40% | 0.15% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Name | Sandeep Manam | Puneet Pal |
| Total AUM | ₹74256 Cr | ₹20950 Cr |
| Funds Managed | 20 | 19 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 30.64 | 35.31 |
| Large Cap | 50.3 | 46.1 |
| Mid Cap | 7.59 | 10.8 |
| Small Cap | 11.47 | 7.79 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 29.82 | 33.44 |
| Energy | 2.88 | 4.99 |
| Technology | 4.86 | 7.07 |
| Industrials | 8.71 | 7.95 |
| Consumer Defensive | 3.42 | 3.65 |
| Financial Services | 21.95 | 21.11 |
| Healthcare | 4.83 | 5.29 |
| Basic Materials | 3.64 | 2.82 |
| Real Estate | 1.55 | 0.66 |
| Consumer Cyclical | 10.54 | 8.71 |
| Communication Services | 3.83 | 4.31 |
| Utilities | 3.96 | - |
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