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) | ₹2355 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 | -1.25% | -1.31% |
| 6 Month | 1.11% | 1.76% |
| 1 Year | 2.06% | 2.01% |
| 3 Year | 13.65% | 11.11% |
| 5 Year | 14.16% | 10.67% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 1.04% | 0.22% |
| 1 Year | 8.46% | 7.57% |
| 3 Year | 12.01% | 10.17% |
| 5 Year | 12.65% | 9.98% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 13.86% | 11.07% |
| 3 Year | 14.76% | 10.42% |
| 5 Year | 14.44% | 10.45% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 9% | 8.44% |
| Sharp | 0.87% | 0.59% |
| Beta | 1.01% | 0.88% |
| Alpha | 1.98% | - |
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 | 29.79 | 35.67 |
| Large Cap | 51.05 | 46.17 |
| Mid Cap | 7.24 | 10.44 |
| Small Cap | 11.92 | 7.72 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 29.01 | 32.72 |
| Energy | 3.03 | 5.48 |
| Technology | 5 | 8.08 |
| Industrials | 9.12 | 7.31 |
| Consumer Defensive | 4.06 | 3.6 |
| Financial Services | 21.84 | 21.29 |
| Healthcare | 4.94 | 5.14 |
| Basic Materials | 3.72 | 2.56 |
| Real Estate | 1.23 | 0.7 |
| Consumer Cyclical | 10.32 | 8.51 |
| Communication Services | 3.77 | 4.61 |
| Utilities | 3.97 | - |
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