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Kotak Equity Hybrid vs Franklin India Equity Hybrid Fund compare

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon Kotak Equity Hybrid - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
Fund Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2031 Cr ₹6606 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 2.09 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 Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
1 Month 2.82% 2.29%
6 Month 0.29% -3.51%
1 Year 8.68% 9.02%
3 Year 15.24% 13.86%
5 Year 19.83% 21.06%

SIP Return Analysis

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
6 Month 1.69% 0.21%
1 Year 1.41% -2.95%
3 Year 15.28% 13.9%
5 Year 15.46% 15.37%

Rolling Lumpsum Returns

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
1 Year 13.57% 12.18%
3 Year 14.36% 13.43%
5 Year 14.39% 12.72%

Risk Management

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
Standard Deviation 9% 10.787%
Sharp 0.65% 0.49%
Beta 0.98% 1.055%
Alpha 3.39% 0.867%

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Fund Managers

Scheme Name Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth
Name Sandeep Manam Harsha Upadhyaya
Total AUM ₹74256 Cr ₹139411 Cr
Funds Managed 20 11
Franklin India Equity Hybrid Fund - Growth Plan Kotak Equity Hybrid - Growth

Market Cap

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Kotak Equity Hybrid - Growth

Others 32.76 30.4
Large Cap 49.42 39.15
Mid Cap 7.69 21.7
Small Cap 10.13 8.75

Sector Allocation

Scheme Name

Franklin India Equity Hybrid Fund - Growth Plan

Kotak Equity Hybrid - Growth

Others 33.35 29.46
Energy 2.98 2.5
Technology 6.71 13.72
Industrials 6.84 8.26
Consumer Defensive 3.24 4.53
Financial Services 21.82 13.22
Healthcare 4.13 6.91
Basic Materials 3.16 9.31
Communication Services 4.24 4.12
Utilities 2.87 3.39
Consumer Cyclical 10.01 3.22
Real Estate 0.64 1.37

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