Kotak Debt Hybrid vs Franklin India Debt Hybrid Fund 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 | ₹3097 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 | 1% | 1% | 0.88% |
| 6 Month | 3.11% | 3.11% | 2.07% |
| 1 Year | 6.58% | 6.58% | 4.92% |
| 3 Year | 9.54% | 9.54% | 10.12% |
| 5 Year | 8.94% | 8.94% | 10.76% |
SIP Return Analysis
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
|---|---|---|---|
| 6 Month | 0.45% | 0.45% | 0.5% |
| 1 Year | 5.5% | 5.5% | 4.51% |
| 3 Year | 8.56% | 8.56% | 8.55% |
| 5 Year | 8.34% | 8.34% | 9.05% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
|---|---|---|---|
| 1 Year | 9.22% | 9.22% | 8.96% |
| 3 Year | 8.45% | 8.45% | 8.8% |
| 5 Year | 8.85% | 8.85% | 8.8% |
Risk Management
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
|---|---|---|---|
| Standard Deviation | 3.49% | 3.49% | 4.57% |
| Sharp | 0.77% | 0.77% | 0.72% |
| Beta | 1.09% | 1.09% | 1.45% |
| Alpha | 0.04% | 0.04% | -0.28% |
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 | 77.05 | 77.05 | 77.82 |
| Large Cap | 16.44 | 16.44 | 17.04 |
| Mid Cap | 2.63 | 2.63 | 2.43 |
| Small Cap | 3.88 | 3.88 | 2.71 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Kotak Debt Hybrid - Growth |
|---|---|---|---|
| Others | 77.05 | 77.05 | 77.56 |
| Energy | 0.74 | 0.74 | 1.38 |
| Technology | 1.68 | 1.68 | 2.52 |
| Industrials | 2.66 | 2.66 | 1.32 |
| Consumer Defensive | 1.22 | 1.22 | 1.56 |
| Financial Services | 7.28 | 7.28 | 6.64 |
| Healthcare | 1.64 | 1.64 | 1.79 |
| Basic Materials | 1.31 | 1.31 | 0.81 |
| Consumer Cyclical | 3.58 | 3.58 | 3.29 |
| Communication Services | 1.27 | 1.27 | 1.41 |
| Utilities | 1.32 | 1.32 | 1.58 |
| Real Estate | 0.26 | 0.26 | 0.12 |
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