Franklin India Equity Hybrid Fund vs Kotak Equity Hybrid compare
Franklin India Equity Hybrid Fund - Growth Plan
Kotak Equity Hybrid - Growth
Chart Comparison
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 | 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 | 4.76% | 5.66% |
6 Month | -5.52% | -9.55% |
1 Year | 8.64% | 10% |
3 Year | 13.98% | 12.73% |
5 Year | 21.21% | 23.01% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Kotak Equity Hybrid - Growth |
---|---|---|
6 Month | -2.2% | -4.98% |
1 Year | -2.15% | -6.46% |
3 Year | 14.42% | 13.04% |
5 Year | 15.24% | 15.24% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Kotak Equity Hybrid - Growth |
---|---|---|
1 Year | 13.57% | 12.18% |
3 Year | 14.36% | 13.43% |
5 Year | 14.39% | 12.72% |
Risk Management
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Kotak Equity Hybrid - Growth |
---|---|---|
Standard Deviation | 9% | 10.787% |
Sharp | 0.66% | 0.49% |
Beta | 0.98% | 1.055% |
Alpha | 3.11% | 0.867% |
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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 |
Funds Managed | 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 | 32.07 | 30.4 |
Large Cap | 47.01 | 39.15 |
Mid Cap | 8.92 | 21.7 |
Small Cap | 11.99 | 8.75 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Kotak Equity Hybrid - Growth |
---|---|---|
Others | 32.77 | 29.46 |
Energy | 2.8 | 2.5 |
Technology | 6.66 | 13.72 |
Industrials | 8.41 | 8.26 |
Consumer Defensive | 3.46 | 4.53 |
Financial Services | 20.17 | 13.22 |
Healthcare | 4.1 | 6.91 |
Basic Materials | 3.19 | 9.31 |
Communication Services | 4.06 | 4.12 |
Utilities | 2.67 | 3.39 |
Consumer Cyclical | 10.96 | 3.22 |
Real Estate | 0.74 | 1.37 |
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