Franklin India Focused Equity Fund vs Kotak Focused Equity Fund compare

Franklin India Focused Equity Fund vs Kotak Focused Equity Fund compare

Link copied to clipboard!

Franklin India Focused Equity Fund - Growth Plan

Invest Now

Kotak Focused Fund- Regular plan _ Growth Option

Invest Now

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 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)	₹12649 Cr	₹3972 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	-2.49%	-0.6%
6 Month	-0.87%	5.94%
1 Year	7.55%	17.2%
3 Year	15.5%	18.08%
5 Year	17.66%	16.7%

SIP Return Analysis

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
6 Month	-4.1%	-1.15%
1 Year	-1.32%	8.73%
3 Year	9.04%	13.13%
5 Year	12.53%	13.7%

Rolling Lumpsum Returns

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
1 Year	11.58%	12.61%
3 Year	15.71%	17%
5 Year	17.92%	19.71%

Risk Management

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Standard Deviation	11.81%	11.68%
Sharp	0.84%	0.93%
Beta	0.85%	0.9%
Alpha	0.57%	1.3%

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	3.5	10.01
Large Cap	79.11	70.67
Small Cap	5.94	-
Mid Cap	11.45	19.31

Sector Allocation

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Others	3.5	1.39
Energy	5.96	3.79
Technology	8.63	9.54
Financial Services	34.07	29.76
Consumer Defensive	2.61	2.14
Healthcare	8.01	5.71
Basic Materials	5.98	3.01
Industrials	9.84	20.21
Communication Services	6.12	5.72
Consumer Cyclical	12.16	15.77
Real Estate	3.11	-
Utilities	-	2.96

Top Comparisons

Tata Value Fund - Regular Plan - Growth Option

3Y Returns20.27%

VS

HSBC Value Fund - Regular Growth

3Y Returns23.66%

Compare Now

Bajaj Finserv Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

HSBC Flexi Cap Fund - Regular Growth

3Y Returns19.43%

Compare Now

Kotak Bond Short Term Plan-(Growth)

3Y Returns7.06%

VS

Bandhan Short Duration Fund - Regular Plan - Growth

3Y Returns7.27%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.94%

VS

Tata Liquid Fund -Regular Plan - Growth Option

3Y Returns6.9%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully