Franklin India Debt Hybrid Fund vs Kotak Debt Hybrid compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
Kotak Debt Hybrid - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
|---|---|---|---|
| Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹205 Cr | ₹205 Cr | ₹3132 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 28 Sep 2000 | 28 Sep 2000 | 02 Dec 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 24.24% | 49% | 492.24% |
| Expense Ratio | 1.4 | 1.4 | 1.66 |
| Manager | Sandeep Manam | Sandeep Manam | Abhishek Bisen |
| ISIN Code | INF090I01EA7 | INF090I01EA7 | INF174K01393 |
| Exits Load | Data not available./365 | Data not available./365 | Kotak Debt Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
|---|---|---|---|
| 1 Month | 0.12% | 0.12% | 0.28% |
| 6 Month | 1.14% | 1.14% | 1.56% |
| 1 Year | 5.97% | 5.97% | 5.05% |
| 3 Year | 9.43% | 9.43% | 10.06% |
| 5 Year | 7.82% | 7.82% | 9.35% |
SIP Return Analysis
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
|---|---|---|---|
| 6 Month | 1.24% | 1.24% | 1.8% |
| 1 Year | 6.27% | 6.27% | 6.42% |
| 3 Year | 8.46% | 8.46% | 8.54% |
| 5 Year | 8.37% | 8.37% | 9.07% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
|---|---|---|---|
| 1 Year | 9.11% | 9.11% | 8.89% |
| 3 Year | 8.45% | 8.45% | 8.93% |
| 5 Year | 8.8% | 8.8% | 8.85% |
Risk Management
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
|---|---|---|---|
| Standard Deviation | 3.4% | 3.4% | 4.23% |
| Sharp | 0.92% | 0.92% | 0.86% |
| Beta | 0.75% | 0.75% | 1% |
| Alpha | 0.42% | 0.42% | 0.22% |
Fund Managers
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
|---|---|---|---|
| Name | Sandeep Manam | Sandeep Manam | Abhishek Bisen |
| Total AUM | ₹74256 Cr | ₹74256 Cr | ₹0 Cr |
| Funds Managed | 20 | 20 | 33 |
| Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
Market Cap
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Kotak Debt Hybrid - Growth |
|---|---|---|---|
| Others | 77.12 | 77.12 | 78.15 |
| Large Cap | 16.9 | 16.9 | 16.46 |
| Small Cap | 3.36 | 3.36 | 2.64 |
| Mid Cap | 2.62 | 2.62 | 2.75 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Kotak Debt Hybrid - Growth |
|---|---|---|---|
| Others | 77.12 | 77.12 | 76.86 |
| Energy | 0.82 | 0.82 | 1.53 |
| Technology | 1.85 | 1.85 | 2.28 |
| Industrials | 3.15 | 3.15 | 1.62 |
| Consumer Defensive | 1.28 | 1.28 | 1.54 |
| Financial Services | 7.37 | 7.37 | 6.44 |
| Healthcare | 1.53 | 1.53 | 1.94 |
| Basic Materials | 1.12 | 1.12 | 0.8 |
| Consumer Cyclical | 3.01 | 3.01 | 3.47 |
| Communication Services | 1.21 | 1.21 | 1.56 |
| Utilities | 1.25 | 1.25 | 1 |
| Real Estate | 0.3 | 0.3 | 0.96 |
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