Kotak Focused Equity Fund vs Franklin India Focused Equity Fund compare

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Franklin India Focused Equity Fund - Growth Plan

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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 Risk	Very High Risk
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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Month	-0.41%	-0.97%
6 Month	-9.52%	-10.26%
1 Year	6.87%	6.53%
3 Year	14.5%	11.25%
5 Year	18.36%	14.84%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
6 Month	-	-
1 Year	-6.66%	-8.06%
3 Year	14.46%	12.03%
5 Year	18.68%	14.94%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Year	12.75%	18.28%
3 Year	15.26%	17.37%
5 Year	17.04%	18.3%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
Standard Deviation	11.81%	13.02%
Sharp	0.59%	0.424%
Beta	0.93%	0.917%
Alpha	0.59%	-1.872%

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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

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

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