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) | ₹2245 Cr | ₹217 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 | 1.36% | 1.71% |
6 Month | 9.73% | 11.92% |
1 Year | 0.6% | 4.29% |
3 Year | 14.06% | 12.45% |
5 Year | 17.99% | 14.01% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | 1.79% | 3.23% |
1 Year | 7.06% | 10.73% |
3 Year | 13.5% | 12.44% |
5 Year | 13.7% | 11.29% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 13.3% | 11.43% |
3 Year | 14.49% | 10.24% |
5 Year | 14.47% | 10.31% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 9% | 8.76% |
Sharp | 0.92% | 0.60% |
Beta | 0.13% | 0.90% |
Alpha | 7.35% | 0.85% |
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 | 32.01 | 32.67 |
Large Cap | 48.74 | 48.22 |
Mid Cap | 7.43 | 11.05 |
Small Cap | 11.82 | 8.06 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 32.01 | 30.73 |
Energy | 2.83 | 5.06 |
Technology | 4.99 | 8.08 |
Industrials | 7.41 | 7.86 |
Consumer Defensive | 3.14 | 4.67 |
Financial Services | 21.63 | 21.9 |
Healthcare | 4.86 | 5.67 |
Basic Materials | 3.64 | 2.93 |
Consumer Cyclical | 11.26 | 8.03 |
Communication Services | 3.66 | 4.37 |
Utilities | 3.77 | - |
Real Estate | 0.79 | 0.71 |
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