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

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon 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

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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