Kotak Equity Hybrid vs Franklin India Equity Hybrid Fund compare

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Franklin India Equity Hybrid Fund - Growth Plan

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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)	₹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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
1 Month	5.27%	5.42%
6 Month	-2.59%	-6.84%
1 Year	9.41%	10.56%
3 Year	13.87%	12.56%
5 Year	19.74%	21.47%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
6 Month	-1.95%	-4.34%
1 Year	-4.22%	-9.45%
3 Year	12.97%	11.24%
5 Year	14.06%	13.84%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
1 Year	13.57%	12.18%
3 Year	14.36%	13.43%
5 Year	14.39%	12.72%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Standard Deviation	9%	10.787%
Sharp	0.65%	0.49%
Beta	0.98%	1.055%
Alpha	3.39%	0.867%

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Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Name	Sandeep Manam	Harsha Upadhyaya
Total AUM	₹74256 Cr	₹139411 Cr
Funds Managed	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	32.76	30.4
Large Cap	49.42	39.15
Mid Cap	7.69	21.7
Small Cap	10.13	8.75

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Others	33.35	29.46
Energy	2.98	2.5
Technology	6.71	13.72
Industrials	6.84	8.26
Consumer Defensive	3.24	4.53
Financial Services	21.82	13.22
Healthcare	4.13	6.91
Basic Materials	3.16	9.31
Communication Services	4.24	4.12
Utilities	2.87	3.39
Consumer Cyclical	10.01	3.22
Real Estate	0.64	1.37