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) | ₹12147 Cr | ₹3707 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 | 1.3% | 1.52% |
6 Month | 6.89% | 8.88% |
1 Year | -0.88% | 0.91% |
3 Year | 19.3% | 18% |
5 Year | 24.26% | 20.26% |
SIP Return Analysis
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
---|---|---|
6 Month | 5.35% | 7.05% |
1 Year | 5.99% | 9.64% |
3 Year | 15.84% | 16.17% |
5 Year | 18.05% | 16.04% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
---|---|---|
1 Year | 12.44% | 16.08% |
3 Year | 15.33% | 17.15% |
5 Year | 17.24% | 19.33% |
Risk Management
Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
---|---|---|
Standard Deviation | 11.81% | 12.95% |
Sharp | 1.18% | 0.99% |
Beta | 0.88% | 0.90% |
Alpha | 1.49% | 0.05% |
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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 | 4.86 | 5.27 |
Large Cap | 78.35 | 75 |
Mid Cap | 11.49 | 17.08 |
Small Cap | 5.29 | 2.66 |
Sector Allocation
Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Fund- Regular plan _ Growth Option |
---|---|---|
Others | 4.86 | 1.36 |
Energy | 5.51 | 3.88 |
Consumer Defensive | 3.89 | 2.21 |
Financial Services | 35.89 | 27.76 |
Healthcare | 8.48 | 6.79 |
Basic Materials | 4.4 | 3.03 |
Industrials | 9.54 | 19.8 |
Communication Services | 6.25 | 5.85 |
Technology | 5.8 | 10.33 |
Consumer Cyclical | 12.23 | 13.33 |
Real Estate | 3.15 | - |
Utilities | - | 5.67 |
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