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Kotak Equity Hybrid vs Franklin India Equity Hybrid Fund compare
Franklin India Aggressive Hybrid Fund - Growth Plan
Kotak Aggressive Hybrid Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Fund | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹2245 Cr | ₹7853 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Dec 1999 | 03 Nov 2014 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 50.43% | 38.8% |
| Expense Ratio | 2.07 | 1.77 |
| Manager | Sandeep Manam | Harsha Upadhyaya |
| ISIN Code | INF090I01817 | INF174K01E92 |
| Exits Load | Franklin India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Equity Hybrid Fund - 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 Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Month | 0.72% | 1.69% |
| 6 Month | 6.54% | 12.53% |
| 1 Year | 1.66% | 2.53% |
| 3 Year | 15.48% | 16.78% |
| 5 Year | 17.91% | 19.33% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| 6 Month | 1.02% | 3.73% |
| 1 Year | 7.9% | 14.57% |
| 3 Year | 13.07% | 15.38% |
| 5 Year | 13.38% | 15.03% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Year | 13.19% | 11.19% |
| 3 Year | 14.53% | 13.94% |
| 5 Year | 14.51% | 13.13% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Standard Deviation | 9% | 10.34% |
| Sharp | 0.95% | 0.83% |
| Beta | 0.15% | 1.12% |
| Alpha | 7.54% | 1.73% |
Fund Managers
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Name | Sandeep Manam | Harsha Upadhyaya |
| Total AUM | ₹74256 Cr | ₹139411 Cr |
| Funds Managed | 20 | 11 |
| Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 32.12 | 27.61 |
| Large Cap | 48.75 | 41.21 |
| Mid Cap | 7.4 | 23.78 |
| Small Cap | 11.72 | 7.41 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 32.12 | 22.74 |
| Energy | 2.78 | 2.34 |
| Technology | 4.99 | 9.89 |
| Industrials | 7.55 | 11.19 |
| Consumer Defensive | 3.19 | 3.07 |
| Financial Services | 20.96 | 19.03 |
| Healthcare | 4.9 | 7.14 |
| Basic Materials | 3.71 | 9.55 |
| Consumer Cyclical | 11.75 | 8.42 |
| Communication Services | 3.6 | 2.98 |
| Utilities | 3.69 | 2.23 |
| Real Estate | 0.77 | 1.4 |
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