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)	₹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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
1 Month	-2.15%	-2.31%
6 Month	6.58%	9.54%
1 Year	24.71%	27.5%
3 Year	13.36%	14.18%
5 Year	16.17%	18.07%

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%

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	0.73%	1.25%
Beta	0.97%	0.9%
Alpha	3.55%	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	31.48	26.45
Large Cap	53.68	40.68
Mid Cap	6.21	21.53
Small Cap	8.64	10.92

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