Kotak Debt Hybrid vs Franklin India Debt Hybrid Fund compare
Franklin India Debt Hybrid Fund - Growth
Franklin India Debt Hybrid Fund - Growth
Kotak Debt Hybrid - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
Fund | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹199 Cr | ₹199 Cr | ₹3052 Cr |
Min Investment | ₹10000 | ₹10000 | ₹100 |
Min SIP Invesment | ₹500 | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
Launch Date | 28 Sep 2000 | 28 Sep 2000 | 02 Dec 2003 |
Category | Conservative | Conservative | Conservative |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 24.24% | 49% | 492.24% |
Expense Ratio | 1.4 | 1.4 | 1.66 |
Manager | Sandeep Manam | Sandeep Manam | Abhishek Bisen |
ISIN Code | INF090I01EA7 | INF090I01EA7 | INF174K01393 |
Exits Load | Data not available./365 | Data not available./365 | Kotak Debt Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
1 Month | -0.56% | -0.56% | -0.83% |
6 Month | -1.02% | -1.02% | -2.27% |
1 Year | 7.17% | 7.17% | 7.09% |
3 Year | 8.46% | 8.46% | 9.61% |
5 Year | 8.68% | 8.68% | 11.6% |
SIP Return Analysis
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
6 Month | -0.97% | -0.97% | -1.95% |
1 Year | 1.66% | 1.66% | 0.3% |
3 Year | 8.46% | 8.46% | 9.21% |
5 Year | 8.15% | 8.15% | 9.71% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
1 Year | 9.3% | 9.3% | 9.07% |
3 Year | 8.37% | 8.37% | 8.61% |
5 Year | 8.77% | 8.77% | 8.7% |
Risk Management
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
Standard Deviation | 3.684% | 3.684% | 4.678% |
Sharp | 0.461% | 0.461% | 0.56% |
Beta | 1.005% | 1.005% | 1.294% |
Alpha | 0.733% | 0.733% | 1.38% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
Name | Sandeep Manam | Sandeep Manam | Abhishek Bisen |
Total AUM | ₹74256 Cr | ₹74256 Cr | ₹0 Cr |
Funds Managed | 20 | 20 | 33 |
Franklin India Debt Hybrid Fund - Growth | Franklin India Debt Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
Market Cap
Scheme Name |
Franklin India Debt Hybrid Fund - Growth |
Franklin India Debt Hybrid Fund - Growth |
Kotak Debt Hybrid - Growth |
---|---|---|---|
Others | 75.78 | 75.78 | 77.54 |
Large Cap | 17.46 | 17.46 | 16.92 |
Mid Cap | 2.87 | 2.87 | 2.14 |
Small Cap | 3.89 | 3.89 | 3.41 |
Sector Allocation
Scheme Name |
Franklin India Debt Hybrid Fund - Growth |
Franklin India Debt Hybrid Fund - Growth |
Kotak Debt Hybrid - Growth |
---|---|---|---|
Others | 76.03 | 76.03 | 77.43 |
Energy | 0.89 | 0.89 | 1.27 |
Technology | 2.54 | 2.54 | 3.23 |
Industrials | 2.64 | 2.64 | 1.36 |
Consumer Defensive | 1.21 | 1.21 | 2.23 |
Financial Services | 7.67 | 7.67 | 6.27 |
Healthcare | 1.56 | 1.56 | 1.02 |
Basic Materials | 1.17 | 1.17 | 0.64 |
Communication Services | 1.4 | 1.4 | 1.33 |
Utilities | 1.14 | 1.14 | 1.79 |
Consumer Cyclical | 3.52 | 3.52 | 3.33 |
Real Estate | 0.22 | 0.22 | 0.09 |
Top Comparisons
ITI Small Cap Fund Regular - Growth
3Y Returns21.82%
HDFC Small Cap Fund Regular Growth
3Y Returns17.45%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns21.38%
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
3Y Returns10.67%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.02%
Nippon India Short Term Fund-Growth Plan
3Y Returns6.21%
DSP Top 100 Equity Fund - Regular Plan - Growth
3Y Returns16.87%
LIC MF Large Cap Fund-Growth
3Y Returns8.23%