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) | ₹203 Cr | ₹203 Cr | ₹3065 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 | 0.43% | 0.43% | 0.43% |
6 Month | 6.32% | 6.32% | 5.05% |
1 Year | 5.23% | 5.23% | 2.67% |
3 Year | 9.31% | 9.31% | 9.68% |
5 Year | 9.01% | 9.01% | 10.56% |
SIP Return Analysis
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
6 Month | 1.19% | 1.19% | 0.5% |
1 Year | 6.95% | 6.95% | 4.33% |
3 Year | 9.33% | 9.33% | 9.01% |
5 Year | 8.71% | 8.71% | 9.32% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
1 Year | 9.24% | 9.24% | 9.01% |
3 Year | 8.42% | 8.42% | 8.76% |
5 Year | 8.83% | 8.83% | 8.76% |
Risk Management
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
Standard Deviation | 3.56% | 3.56% | 4.60% |
Sharp | 0.67% | 0.67% | 0.59% |
Beta | 1.07% | 1.07% | 1.39% |
Alpha | 0.58% | 0.58% | 0.32% |
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 | 76.5 | 76.5 | 78.48 |
Large Cap | 16.73 | 16.73 | 16.46 |
Mid Cap | 2.69 | 2.69 | 2.35 |
Small Cap | 4.08 | 4.08 | 2.7 |
Sector Allocation
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Kotak Debt Hybrid - Growth |
---|---|---|---|
Others | 76.5 | 76.5 | 78.21 |
Energy | 0.74 | 0.74 | 1.32 |
Technology | 1.73 | 1.73 | 2.59 |
Industrials | 2.64 | 2.64 | 1.44 |
Consumer Defensive | 1.21 | 1.21 | 1.4 |
Financial Services | 7.34 | 7.34 | 6.51 |
Healthcare | 1.71 | 1.71 | 1.85 |
Basic Materials | 1.29 | 1.29 | 0.79 |
Consumer Cyclical | 4.02 | 4.02 | 2.81 |
Communication Services | 1.25 | 1.25 | 1.41 |
Utilities | 1.27 | 1.27 | 1.56 |
Real Estate | 0.28 | 0.28 | 0.11 |
Top Comparisons
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.17%
HSBC Money Market Fund - Regular Growth
3Y Returns7.17%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.89%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.36%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns15.42%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns15.45%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns7%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%