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) | ₹204 Cr | ₹204 Cr | ₹3111 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 | -1.01% | -1.01% | -1.55% |
6 Month | 5.83% | 5.83% | 4.47% |
1 Year | 4.81% | 4.81% | 1.91% |
3 Year | 9.41% | 9.41% | 9.7% |
5 Year | 8.81% | 8.81% | 10.56% |
SIP Return Analysis
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
6 Month | 0.46% | 0.46% | -0.92% |
1 Year | 5.24% | 5.24% | 1.34% |
3 Year | 8.97% | 8.97% | 8.35% |
5 Year | 8.56% | 8.56% | 9% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
1 Year | 9.24% | 9.24% | 9.01% |
3 Year | 8.42% | 8.42% | 8.76% |
5 Year | 8.83% | 8.83% | 8.76% |
Risk Management
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Kotak Debt Hybrid - Growth |
---|---|---|---|
Standard Deviation | 3.44% | 3.44% | 4.47% |
Sharp | 0.95% | 0.95% | 0.88% |
Beta | 1.05% | 1.05% | 1.37% |
Alpha | 0.55% | 0.55% | 0.33% |
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 | 76.48 | 76.48 | 78.35 |
Large Cap | 16.59 | 16.59 | 16.38 |
Mid Cap | 2.63 | 2.63 | 2.56 |
Small Cap | 4.29 | 4.29 | 2.71 |
Sector Allocation
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Kotak Debt Hybrid - Growth |
---|---|---|---|
Others | 76.48 | 76.48 | 78.08 |
Energy | 0.75 | 0.75 | 1.55 |
Technology | 1.76 | 1.76 | 2.62 |
Industrials | 2.62 | 2.62 | 1.48 |
Consumer Defensive | 1.23 | 1.23 | 1.42 |
Financial Services | 7.49 | 7.49 | 6.42 |
Healthcare | 1.71 | 1.71 | 1.85 |
Basic Materials | 1.27 | 1.27 | 0.81 |
Communication Services | 1.29 | 1.29 | 1.43 |
Utilities | 1.3 | 1.3 | 1.55 |
Consumer Cyclical | 3.83 | 3.83 | 2.67 |
Real Estate | 0.28 | 0.28 | 0.12 |
Top Comparisons
Kotak Arbitrage Fund - Growth
3Y Returns7.19%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.83%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.1%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.34%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.41%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.41%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns20.19%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%