Kotak Equity Hybrid vs Franklin India Equity Hybrid Fund compare

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)	₹2014 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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
1 Month	-4%	-5.52%
6 Month	-3.56%	-5.38%
1 Year	11.63%	14.37%
3 Year	13.33%	13.44%
5 Year	15.06%	16.07%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
6 Month	-	-
1 Year	2.26%	4.43%
3 Year	15.8%	16.15%
5 Year	16.41%	17.61%

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%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Standard Deviation	9%	8.13%
Sharp	0.79%	1.25%
Beta	0.95%	0.9%
Alpha	4.55%	5.28%

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

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

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