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Kotak Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Kotak Focused Equity Fund- Regular plan _ Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Equity Fund- Regular plan _ Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11553 Cr | ₹3349 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Jul 2007 | 16 Jul 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.24% | 21.79% |
| Expense Ratio | 1.78 | 1.9 |
| Manager | Sandeep Manam | Arjun Khanna |
| ISIN Code | INF090I01981 | INF174KA1EK3 |
| Exits Load | Franklin India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Month | 6.3% | 6.47% |
| 6 Month | -6.96% | -7.21% |
| 1 Year | 7.63% | 8.39% |
| 3 Year | 15.43% | 12.14% |
| 5 Year | 25.1% | 21.82% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | 0.33% | 0.53% |
| 1 Year | -4.19% | -4.37% |
| 3 Year | 15.43% | 13.93% |
| 5 Year | 18.52% | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 12.63% | 18.28% |
| 3 Year | 15.24% | 17.37% |
| 5 Year | 17.1% | 18.3% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 13.295% |
| Sharp | 0.58% | 0.368% |
| Beta | 0.87% | 0.898% |
| Alpha | 1.68% | -1.119% |
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Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Name | Sandeep Manam | Arjun Khanna |
| Total AUM | ₹74256 Cr | ₹169639 Cr |
| Funds Managed | 20 | 24 |
| Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Equity Fund- Regular plan _ Growth Option |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 4.35 | 4.22 |
| Large Cap | 78.62 | 75.43 |
| Mid Cap | 12.48 | 12.09 |
| Small Cap | 4.55 | 8.26 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 4.35 | 1.27 |
| Energy | 5.06 | 3.85 |
| Technology | 7.26 | 13.03 |
| Basic Materials | 6.06 | 3.19 |
| Consumer Defensive | 4.2 | 2.32 |
| Financial Services | 35.09 | 24.56 |
| Healthcare | 9.19 | 7.2 |
| Industrials | 7.37 | 19.62 |
| Communication Services | 5.61 | 5.24 |
| Consumer Cyclical | 12.84 | 13.45 |
| Real Estate | 2.96 | - |
| Utilities | - | 6.27 |
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