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Franklin India Equity Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon Kotak Equity Hybrid - 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 Kotak Equity Hybrid - Growth
Fund Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High
Asset Size (Cr) ₹2031 Cr ₹6606 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Dec 1999 03 Nov 2014
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 50.43% 38.8%
Expense Ratio 2.09 1.77
Manager Sandeep Manam Harsha Upadhyaya
ISIN Code INF090I01817 INF174K01E92
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 Kotak Equity 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 Kotak Equity Hybrid - Growth
1 Month -1.75% -4.28%
6 Month -5.26% -8.28%
1 Year 7.12% 9.19%
3 Year 13.22% 12.5%
5 Year 14.65% 15.47%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
6 Month - -
1 Year -1.89% -4.81%
3 Year 13.99% 12.54%
5 Year 15.36% 15.55%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
1 Year 13.67% 12.18%
3 Year 14.39% 13.43%
5 Year 14.37% 12.72%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
Standard Deviation 9% 9.765%
Sharp 0.66% 0.713%
Beta 0.97% 0.998%
Alpha 2.88% 1.811%

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Fund Managers

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
Name Sandeep Manam Harsha Upadhyaya
Total AUM ₹74256 Cr ₹139411 Cr
Fund Manage 20 11
Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Kotak Equity Hybrid - Growth

Others 31.83 26.15
Large Cap 47.77 39.58
Mid Cap 7.56 22.74
Small Cap 12.82 10.97

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Kotak Equity Hybrid - Growth

Others 31.83 26.15
Petroleum Products 2.15 1.96
IT - Software 6.95 13.69
Cement & Cement Products 1.86 2.03
Construction 3.36 3.33
Finance 1.18 5.7
Diversified FMCG 1.12 0.6
Banks 16.77 6.91
Pharmaceuticals & Biotechnology 2.74 4.48
Ferrous Metals 0.58 -
Healthcare Services 1.8 1.97
Telecom - Services 4.09 3.61
Gas 0.9 0.91
Industrial Products 1.56 3.16
Automobiles 2.37 0.91
Agricultural Food & other Products 0.67 -
Oil 0.79 0.79
Aerospace & Defense 0.78 0.67
Consumer Durables 2.24 2.57
Financial Technology (Fintech) 1.35 -
Capital Markets 0.49 1.06
Chemicals & Petrochemicals 1.08 3.62
Power 1.73 2.57
Retailing 1.56 -
Insurance 1.22 1.04
Leisure Services 3.15 -
Realty 0.61 1.58
Beverages 1.69 1.32
Auto Components 1.83 3.17
Textiles & Apparels 0.75 -
Commercial Services & Supplies 0.78 -
Personal Products - 1.81
Electrical Equipment - 2.09
Fertilizers & Agrochemicals - 0.59
Transport Services - 0.78
Agricultural, Commercial & Construction Vehicles - 0.37

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