Kotak Focused Equity Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12068 Cr ₹3505 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 1.76 1.88
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 -6.69% -7.07%
6 Month -5.37% -5.92%
1 Year 14.51% 13.07%
3 Year 14.34% 10.75%
5 Year 18.85% 16.01%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
6 Month - -
1 Year 1.93% 1.28%
3 Year 17.76% 15.49%
5 Year 20.67% 17.03%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Year 12.6% 18.28%
3 Year 15.23% 17.7%
5 Year 16.85% 19.96%

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
Standard Deviation 11.81% 11.68%
Sharp 0.77% 0.97%
Beta 0.9% 0.89%
Alpha 2.6% -0.21%

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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
Fund Manage 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 5.14 1.58
Small Cap 4.04 6.63
Large Cap 76.39 80.41
Mid Cap 14.45 11.56

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Kotak Focused Equity Fund- Regular plan _ Growth Option

Others 5.14 1.58
Realty 3.3 -
Petroleum Products 5.93 3.87
IT - Software 5.82 11.77
Cement & Cement Products 1.58 2.94
Personal Products 1.12 4.86
Diversified FMCG 2.83 -
Banks 28.65 19.34
Pharmaceuticals & Biotechnology 9.58 4.71
Ferrous Metals 3.08 -
Transport Services 2.99 -
Chemicals & Petrochemicals 1.68 1.51
Industrial Products 4.66 4.35
Consumer Durables 0.74 4.55
Telecom - Services 5.21 4.96
Financial Technology (Fintech) 3.24 -
Automobiles 2.94 7.77
Retailing 4.71 6.51
Auto Components 2.1 1.62
Insurance 2.57 -
Leisure Services 2.15 -
Construction - 2.73
Healthcare Services - 3.03
Gas - 2.85
Aerospace & Defense - 3.37
Finance - 3.86
Power - 4

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