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 Very High
Asset Size (Cr) ₹1901 Cr ₹6509 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Dec 1999 25 Nov 1999
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 50.43% 38.8%
Expense Ratio 2.11 1.77
Manager Sandeep Manam Harsha Upadhyaya
ISIN Code INF090I01817 INF174K01E92
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
1 Month -3.27% 1.28%
6 Month 8.22% 20.55%
1 Year 29.75% 33.82%
3 Year 13.62% 17.91%
5 Year 16.34% 20.58%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
6 Month - -
1 Year 13.21% 14.48%
3 Year 31.62% 31.88%
5 Year 58.41% 63.28%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
1 Year 13.53% 11.59%
3 Year 14.37% 12.53%
5 Year 14.28% 12.53%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
Standard Deviation 9% 8.13%
Sharp 0.86% 1.25%
Beta 0.15% 0.9%
Alpha 6.35% 5.28%

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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 31.48 25.22
Large Cap 53.68 42.49
Mid Cap 6.21 20.5
Small Cap 8.64 11.1

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Kotak Equity Hybrid - Growth

Others 4.22 25.12
Sovereign 1.64 -
Energy 7.17 -
Technology 6.72 -
Materials 1.69 -
Construction 4.3 3.99
Financial 38.56 -
Healthcare 4.56 -
Capital Goods 6.54 -
Metals & Mining 0.73 -
Services 7.81 -
Automobile 3.85 -
Consumer Staples 3.04 -
Consumer Discretionary 2.7 -
Communication 5.45 -
Insurance 1.03 0.97
Petroleum Products - 2.44
IT - Software - 8.07
Capital Markets - 0.63
Personal Products - 1.77
Finance - 6.56
Diversified FMCG - 1.34
Banks - 8.58
Pharmaceuticals & Biotechnology - 4.09
Healthcare Services - 1.36
Cement & Cement Products - 1.67
Realty - 1.8
Automobiles - 2.53
Industrial Products - 3.6
Gas - 1.09
Electrical Equipment - 0.88
Fertilizers & Agrochemicals - 0.62
Consumer Durables - 3.31
Transport Services - 0.83
Aerospace & Defense - 0.79
Oil - 1.56
Auto Components - 6.39
Chemicals & Petrochemicals - 2.15
Telecom - Services - 3.06
Power - 2.47
Agricultural, Commercial & Construction Vehicles - 0.37
Beverages - 1.27

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