Kotak Debt Hybrid vs Franklin India Debt Hybrid Fund compare

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tortoise-icon Franklin India Debt Hybrid Fund - Growth

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tortoise-icon Franklin India Debt Hybrid Fund - Growth

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tortoise-icon Kotak Debt 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 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) ₹237 Cr ₹237 Cr ₹2543 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 1.7
Manager Sandeep Manam Sandeep Manam Abhishek Bisen
ISIN Code INF090I01EA7 INF090I01EA7 INF174K01393
Exits Load Nil/365 Nil/365 Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365

Trailing Lumpsum Returns

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth Kotak Debt Hybrid - Growth
1 Month 0.98% 0.98% 1.66%
6 Month 7.42% 7.42% 8.28%
1 Year 15.37% 15.37% 18.22%
3 Year 8.84% 8.84% 11.07%
5 Year 8.85% 8.85% 12.33%

SIP Return Analysis

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth Kotak Debt Hybrid - Growth
6 Month - - -
1 Year 6.46% 6.46% 7.86%
3 Year 15.89% 15.89% 19.33%
5 Year 25.34% 25.34% 34.35%

Rolling Lumpsum Returns

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth Kotak Debt Hybrid - Growth
1 Year 8.1% 8.1% 11.24%
3 Year 20.12% 20.12% 26.95%
5 Year 26.89% 26.89% 35.71%

Risk Management

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth Kotak Debt Hybrid - Growth
Standard Deviation 3.4% 3.4% 4.23%
Sharp 0.6% 0.6% 0.92%
Beta 0.64% 0.64% 0.77%
Alpha 1.18% 1.18% 2.87%

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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
Fund Manage 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 76.98 76.98 74.58
Large Cap 18.21 18.21 18.59
Small Cap 2.7 2.7 3.73
Mid Cap 2.13 2.13 2.4

Sector Allocation

Scheme Name

Franklin India Debt Hybrid Fund - Growth

Franklin India Debt Hybrid Fund - Growth

Kotak Debt Hybrid - Growth

Sovereign 24.55 24.55 -
Financial 49.95 49.95 6.54
Communication 5.51 5.51 -
Others 3.71 3.71 0.24
Construction 1.44 1.44 0.05
Technology 2.19 2.19 -
Energy 2.42 2.42 -
Capital Goods 1.75 1.75 -
Automobile 1.26 1.26 -
Services 2.69 2.69 -
Healthcare 1.59 1.59 -
Consumer Staples 1.1 1.1 -
Consumer Discretionary 0.79 0.79 -
Insurance 0.35 0.35 0.77
Metals & Mining 0.25 0.25 -
Materials 0.47 0.47 -
Automobiles - - 3.1
Finance - - 1.6
Diversified FMCG - - 1.72
Power - - 1.26
Gas - - 1.08
Petroleum Products - - 1.79
Telecom - Services - - 1.02
Banks - - 4.25
IT - Software - - 1.57
Auto Components - - 1.26
Beverages - - 0.82
Cement and Cement Products - - 0.51
Industrial Manufacturing - - 0.86
Consumer Durables - - 0.64
Food Products - - 0.72
Healthcare Services - - 0.37
Agricultural, Commercial and Constr - - 0.32
Personal Products - - 0.47
Entertainment - - 0.22
Realty - - 0.17
Leisure Services - - 0.25

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