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 -3.31% -4.49%
6 Month 5.88% 8.27%
1 Year 23.47% 25.73%
3 Year 12.96% 13.64%
5 Year 15.81% 17.65%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
6 Month - -
1 Year 16.75% 22.94%
3 Year 19.24% 20.62%
5 Year 18.46% 20.36%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
1 Year 13.54% 11.72%
3 Year 14.4% 12.54%
5 Year 14.31% 12.51%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
Standard Deviation 9% 8.13%
Sharp 0.73% 1.25%
Beta 0.97% 0.9%
Alpha 3.55% 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 26.45
Large Cap 53.68 40.68
Mid Cap 6.21 21.53
Small Cap 8.64 10.92

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Kotak Equity Hybrid - Growth

Others 4.22 26.45
Sovereign 1.64 -
Energy 7.17 -
Technology 6.72 -
Materials 1.69 -
Construction 4.3 3.36
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 1.16
Petroleum Products - 2.17
IT - Software - 12.64
Capital Markets - 0.87
Personal Products - 1.98
Finance - 5.82
Diversified FMCG - 0.69
Banks - 6.76
Pharmaceuticals & Biotechnology - 4.51
Healthcare Services - 1.91
Cement & Cement Products - 2.12
Realty - 1.58
Automobiles - 1.02
Industrial Products - 3.18
Gas - 1.07
Electrical Equipment - 1.17
Fertilizers & Agrochemicals - 0.59
Consumer Durables - 2.79
Transport Services - 0.77
Aerospace & Defense - 0.66
Oil - 0.96
Chemicals & Petrochemicals - 3.45
Auto Components - 4.1
Telecom - Services - 3.26
Power - 2.74
Agricultural, Commercial & Construction Vehicles - 0.37
Beverages - 1.43

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