Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Franklin India Equity Hybrid Fund compare

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Franklin India Aggressive Hybrid Fund - Growth Plan

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Fund	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	High
Asset Size (Cr)	₹2355 Cr	₹7655 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	2.07	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

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	-1%	-0.32%
6 Month	1.03%	3.02%
1 Year	1.31%	2.41%
3 Year	13.78%	12.2%
5 Year	14.21%	13.47%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	1.04%	2.18%
1 Year	8.46%	11.36%
3 Year	12.01%	11.84%
5 Year	12.65%	11.83%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	13.92%	12.16%
3 Year	14.78%	13.73%
5 Year	14.45%	13.31%

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9%	9.64%
Sharp	0.87%	0.57%
Beta	1.01%	1.09%
Alpha	1.98%	-0.64%

Scheme Name	Franklin India Aggressive 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 Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	29.79	34.9
Large Cap	51.05	52.48
Mid Cap	7.24	9.23
Small Cap	11.92	3.4

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	29.01	30.98
Energy	3.03	5.01
Technology	5	2.91
Industrials	9.12	8.4
Consumer Defensive	4.06	4.17
Financial Services	21.84	25.83
Healthcare	4.94	3
Basic Materials	3.72	4.69
Real Estate	1.23	2.59
Consumer Cyclical	10.32	7.56
Communication Services	3.77	3.76
Utilities	3.97	1.09