Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Franklin India Equity Hybrid Fund compare
Franklin India Equity Hybrid Fund - Growth Plan
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Fund | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹2031 Cr | ₹5436 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 Dec 1999 | 14 Jan 2000 |
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% | 62% |
Expense Ratio | 2.09 | 1.86 |
Manager | Sandeep Manam | Dwijendra Srivastava |
ISIN Code | INF090I01817 | INF173K01CL8 |
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 | Sundaram 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 Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
1 Month | 2.77% | 2.71% |
6 Month | 3.25% | 2.66% |
1 Year | 9.52% | 10.01% |
3 Year | 17.41% | 15.13% |
5 Year | 21.29% | 19.77% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
6 Month | 4.96% | 5.44% |
1 Year | 7.68% | 7.36% |
3 Year | 16.65% | 14.75% |
5 Year | 16% | 14.36% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
1 Year | 13.57% | 12% |
3 Year | 14.36% | 13.77% |
5 Year | 14.39% | 12.8% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Standard Deviation | 9% | 9.872% |
Sharp | 0.88% | 0.485% |
Beta | 0.99% | 1.028% |
Alpha | 2.88% | -0.506% |
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Fund Managers
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Name | Sandeep Manam | Dwijendra Srivastava |
Total AUM | ₹74256 Cr | ₹14140 Cr |
Funds Managed | 20 | 14 |
Franklin India Equity Hybrid Fund - Growth Plan | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Market Cap
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Others | 32.79 | 31.87 |
Large Cap | 50.03 | 48.5 |
Mid Cap | 6.51 | 12.09 |
Small Cap | 10.67 | 7.53 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Others | 32.79 | 30.54 |
Petroleum Products | 2.3 | - |
IT - Software | 6.99 | - |
Construction | 3.57 | - |
Diversified FMCG | 1.02 | - |
Banks | 17.97 | - |
Pharmaceuticals & Biotechnology | 2.97 | - |
Ferrous Metals | 0.59 | - |
Finance | 1.1 | - |
Telecom - Services | 3.66 | - |
Gas | 1.5 | - |
Industrial Products | 0.57 | - |
Automobiles | 2.75 | - |
Agricultural Food & other Products | 0.66 | - |
Industrial Manufacturing | 0.26 | - |
Oil | 0.72 | - |
Aerospace & Defense | 0.66 | - |
Consumer Durables | 2.11 | - |
Financial Technology (Fintech) | 1.24 | - |
Healthcare Services | 1.42 | - |
Capital Markets | 0.41 | - |
Cement & Cement Products | 2.26 | - |
Chemicals & Petrochemicals | 0.54 | - |
Power | 1.65 | - |
Retailing | 1.57 | - |
Insurance | 1.13 | - |
Leisure Services | 2.75 | - |
Realty | 0.63 | - |
Beverages | 1.6 | - |
Auto Components | 1.64 | - |
Textiles & Apparels | 0.64 | - |
Commercial Services & Supplies | 0.33 | - |
Energy | - | 5.35 |
Technology | - | 7.95 |
Consumer Cyclical | - | 12.74 |
Healthcare | - | 5.72 |
Industrials | - | 6.62 |
Basic Materials | - | 3.29 |
Financial Services | - | 17.97 |
Communication Services | - | 3.47 |
Utilities | - | 2.08 |
Consumer Defensive | - | 4.27 |
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