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

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Franklin India Equity 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 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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	1.47%	0.5%
6 Month	-0.41%	-1.2%
1 Year	7.14%	6.28%
3 Year	18.47%	15.82%
5 Year	19.7%	18.36%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	5.52%	4.97%
1 Year	7.02%	4.9%
3 Year	15.63%	13.27%
5 Year	15.34%	13.39%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	13.41%	11.73%
3 Year	14.38%	13.75%
5 Year	14.42%	12.95%

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	1.07%	0.485%
Beta	0.99%	1.028%
Alpha	3.1%	-0.506%

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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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	32.8	31.87
Large Cap	50.96	48.5
Mid Cap	6.35	12.09
Small Cap	9.88	7.53

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	32.8	30.54
Petroleum Products	2.64	-
IT - Software	6.62	-
Construction	3.29	-
Diversified FMCG	1.02	-
Banks	18.38	-
Pharmaceuticals & Biotechnology	2.49	-
Ferrous Metals	0.52	-
Healthcare Services	1.85	-
Finance	1.27	-
Telecom - Services	3.88	-
Gas	1.49	-
Industrial Products	0.57	-
Automobiles	2.68	-
Agricultural Food & other Products	0.7	-
Oil	0.69	-
Aerospace & Defense	0.66	-
Consumer Durables	1.85	-
Financial Technology (Fintech)	1.22	-
Cement & Cement Products	1.53	-
Chemicals & Petrochemicals	0.49	-
Transport Services	0.62	-
Retailing	2.33	-
Power	1.58	-
Insurance	1.19	-
Leisure Services	2.83	-
Realty	0.71	-
Beverages	1.72	-
Auto Components	1.6	-
Textiles & Apparels	0.44	-
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