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	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%

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%

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%

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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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	32.79	31.87
Large Cap	50.03	48.5
Mid Cap	6.51	12.09
Small Cap	10.67	7.53

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	32.79	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