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	₹6042 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	1.78
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	3.66%	1.28%
6 Month	12.86%	20.55%
1 Year	30.34%	33.82%
3 Year	15.07%	17.91%
5 Year	18.36%	20.58%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
6 Month	-	-
1 Year	13.21%	14.48%
3 Year	31.62%	31.88%
5 Year	58.41%	63.28%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
1 Year	18.2%	20.19%
3 Year	44.77%	49.37%
5 Year	63.23%	69.91%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Standard Deviation	9%	8.13%
Sharp	1.03%	1.25%
Beta	0.95%	0.9%
Alpha	3.41%	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
Large Cap	53.68	42.49
Others	31.48	25.22
Small Cap	8.64	11.1
Mid Cap	6.21	20.5

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Financial	38.56	-
Others	4.22	25.12
Construction	4.3	3.99
Technology	6.72	-
Communication	5.45	-
Energy	7.17	-
Capital Goods	6.54	-
Automobile	3.85	-
Services	7.81	-
Healthcare	4.56	-
Consumer Staples	3.04	-
Consumer Discretionary	2.7	-
Insurance	1.03	0.97
Sovereign	1.64	-
Metals & Mining	0.73	-
Materials	1.69	-
Banks	-	8.58
Telecom - Services	-	3.06
Finance	-	6.56
IT - Software	-	8.07
Power	-	2.47
Petroleum Products	-	2.44
Auto Components	-	6.39
Consumer Durables	-	3.31
Oil	-	1.56
Automobiles	-	2.53
Pharmaceuticals & Biotechnology	-	4.09
Healthcare Services	-	1.36
Chemicals & Petrochemicals	-	2.15
Beverages	-	1.27
Industrial Products	-	3.6
Gas	-	1.09
Realty	-	1.8
Cement & Cement Products	-	1.67
Personal Products	-	1.77
Electrical Equipment	-	0.88
Transport Services	-	0.83
Aerospace & Defense	-	0.79
Diversified FMCG	-	1.34
Capital Markets	-	0.63
Fertilizers & Agrochemicals	-	0.62
Agricultural, Commercial & Construction Vehicles	-	0.37