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 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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