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 | 2.63% | 2.41% |
6 Month | -1.71% | -5.26% |
1 Year | 10.68% | 11.8% |
3 Year | 14.51% | 13.27% |
5 Year | 20.6% | 22.3% |
SIP Return Analysis
Scheme Name | Franklin India Equity Hybrid Fund - Growth Plan | Kotak Equity Hybrid - Growth |
---|---|---|
6 Month | 1.03% | -1.25% |
1 Year | 1.24% | -4.03% |
3 Year | 15.09% | 13.41% |
5 Year | 15.38% | 15.16% |
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 | 0.65% | 0.49% |
Beta | 0.98% | 1.055% |
Alpha | 3.39% | 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 | 32.76 | 30.4 |
Large Cap | 49.42 | 39.15 |
Mid Cap | 7.69 | 21.7 |
Small Cap | 10.13 | 8.75 |
Sector Allocation
Scheme Name |
Franklin India Equity Hybrid Fund - Growth Plan |
Kotak Equity Hybrid - Growth |
---|---|---|
Others | 33.35 | 29.46 |
Energy | 2.98 | 2.5 |
Technology | 6.71 | 13.72 |
Industrials | 6.84 | 8.26 |
Consumer Defensive | 3.24 | 4.53 |
Financial Services | 21.82 | 13.22 |
Healthcare | 4.13 | 6.91 |
Basic Materials | 3.16 | 9.31 |
Communication Services | 4.24 | 4.12 |
Utilities | 2.87 | 3.39 |
Consumer Cyclical | 10.01 | 3.22 |
Real Estate | 0.64 | 1.37 |
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