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) ₹12198 Cr ₹3674 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Jul 2007 05 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 Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Month -5.71% -5.82%
6 Month 5.04% 5.72%
1 Year 26.88% 26.71%
3 Year 15.13% 11.95%
5 Year 19.52% 16.99%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
6 Month - -
1 Year 17.28% 17.96%
3 Year 22.01% 19.93%
5 Year 23.44% 19.95%

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 0.75% 0.97%
Beta 0.91% 0.89%
Alpha 1.62% -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 3.12 1.33
Large Cap 73.36 81.84
Mid Cap 18.09 11.93
Small Cap 5.46 4.58

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Kotak Focused Equity Fund- Regular plan _ Growth Option

Others 2.9 1.33
Financial 28.83 -
Energy 5 -
Technology 7.07 -
Materials 2.29 -
Consumer Staples 1.97 -
Construction 8.93 3.11
Healthcare 8.9 -
Metals & Mining 3.14 -
Chemicals 1.47 -
Capital Goods 6.08 -
Communication 5.04 -
Services 9.85 -
Automobile 7.02 -
Insurance 1.54 -
Petroleum Products - 4.19
IT - Software - 9.65
Personal Products - 5.27
Banks - 18.39
Pharmaceuticals and Biotechnology - 4.19
Healthcare Services - 2.33
Industrial Products - 4.07
Gas - 3.29
Automobiles - 8.66
Consumer Durables - 4.86
Aerospace and Defense - 3.99
Telecom - Services - 3.36
Auto Components - 5.47
Cement and Cement Products - 3.02
Chemicals and Petrochemicals - 1.51
Beverages - 0.97
Finance - 3.69
Power - 4.72
Retailing - 3.61

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