Franklin India Equity Hybrid Fund vs Kotak Equity Hybrid compare
Franklin India Aggressive Hybrid Fund - Growth Plan
Kotak Aggressive Hybrid Fund - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹2248 Cr | ₹7808 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 Dec 1999 | 03 Nov 2014 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 50.43% | 38.8% |
Expense Ratio | 2.07 | 1.77 |
Manager | Sandeep Manam | Harsha Upadhyaya |
ISIN Code | INF090I01817 | INF174K01E92 |
Exits Load | Franklin India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Equity Hybrid Fund - 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 Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
1 Month | -1.21% | -0.6% |
6 Month | 6.66% | 8.08% |
1 Year | 2.86% | 2.26% |
3 Year | 16.34% | 16.27% |
5 Year | 18.49% | 20.18% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
6 Month | 3.81% | 6.6% |
1 Year | 6.75% | 9.39% |
3 Year | 15.07% | 16.08% |
5 Year | 15.01% | 16% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
1 Year | 13.41% | 11.72% |
3 Year | 14.38% | 13.31% |
5 Year | 14.42% | 12.91% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
Standard Deviation | 9% | 10.76% |
Sharp | 1.34% | 1.06% |
Beta | 0.97% | 1.08% |
Alpha | 3.45% | 1.34% |
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Fund Managers
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
Name | Sandeep Manam | Harsha Upadhyaya |
Total AUM | ₹74256 Cr | ₹139411 Cr |
Funds Managed | 20 | 11 |
Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
Market Cap
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
Others | 32.2 | 27.82 |
Large Cap | 49.49 | 41.48 |
Small Cap | 11.55 | 8.35 |
Mid Cap | 6.77 | 22.35 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
Others | 32.2 | 24.38 |
Energy | 2.87 | 2.57 |
Technology | 6.16 | 10.82 |
Industrials | 7.46 | 11.89 |
Consumer Defensive | 3.16 | 3.73 |
Financial Services | 21.84 | 15.88 |
Healthcare | 4.65 | 6.85 |
Basic Materials | 2.89 | 7.73 |
Communication Services | 3.93 | 4.66 |
Utilities | 2.99 | 2.3 |
Consumer Cyclical | 11.04 | 7.69 |
Real Estate | 0.81 | 1.51 |
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