Franklin India Focused Equity Fund vs Kotak Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Kotak Focused Fund- Regular plan _ Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Fund | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹12303 Cr | ₹3697 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Month | 0.4% | 0.13% |
| 6 Month | 5.4% | 10.63% |
| 1 Year | 3.59% | 7.42% |
| 3 Year | 15.38% | 15.3% |
| 5 Year | 22.58% | 18.88% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | 1.48% | 3.47% |
| 1 Year | 10.73% | 18.24% |
| 3 Year | 13.65% | 15.91% |
| 5 Year | 15.26% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 12% | 14.05% |
| 3 Year | 15.65% | 17.12% |
| 5 Year | 17.65% | 19.9% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 12.07% |
| Sharp | 0.86% | 0.76% |
| Beta | 0.86% | 0.90% |
| Alpha | 1.17% | 0.68% |
Fund Managers
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Name | Sandeep Manam | Arjun Khanna |
| Total AUM | ₹74256 Cr | ₹169639 Cr |
| Funds Managed | 20 | 24 |
| Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 3.86 | 5.87 |
| Large Cap | 79.37 | 72.8 |
| Mid Cap | 11.26 | 19.29 |
| Small Cap | 5.52 | 2.04 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 3.86 | 2.25 |
| Energy | 5.32 | 3.54 |
| Consumer Defensive | 4.23 | 2.19 |
| Financial Services | 34.22 | 26.71 |
| Healthcare | 8.42 | 5.26 |
| Basic Materials | 4.57 | 3.07 |
| Industrials | 10.61 | 20.77 |
| Communication Services | 5.95 | 5.48 |
| Technology | 6.1 | 9.09 |
| Consumer Cyclical | 13.33 | 17.02 |
| Real Estate | 3.37 | - |
| Utilities | - | 4.62 |
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