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Kotak Equity Hybrid vs Franklin India Equity Hybrid Fund compare

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tortoise-icon Franklin India Aggressive Hybrid Fund - Growth Plan

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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Chart Comparison

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

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 1.36% 2.11%
6 Month 9.73% 15.22%
1 Year 0.6% 1.47%
3 Year 14.06% 14.44%
5 Year 17.99% 19.49%

SIP Return Analysis

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan Kotak Aggressive Hybrid Fund - Growth
6 Month 1.79% 4.53%
1 Year 7.06% 11.86%
3 Year 13.5% 15.25%
5 Year 13.7% 15.07%

Rolling Lumpsum Returns

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan Kotak Aggressive Hybrid Fund - Growth
1 Year 13.3% 11.41%
3 Year 14.49% 13.62%
5 Year 14.47% 13.05%

Risk Management

Scheme Name Franklin India Aggressive Hybrid Fund - Growth Plan Kotak Aggressive Hybrid Fund - Growth
Standard Deviation 9% 10.49%
Sharp 0.92% 0.70%
Beta 0.13% 1.11%
Alpha 7.35% 1.84%

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 32.01 31
Large Cap 48.74 38.92
Mid Cap 7.43 22.56
Small Cap 11.82 7.52

Sector Allocation

Scheme Name

Franklin India Aggressive Hybrid Fund - Growth Plan

Kotak Aggressive Hybrid Fund - Growth

Others 32.01 26.64
Energy 2.83 2.51
Technology 4.99 9.99
Industrials 7.41 11.11
Consumer Defensive 3.14 3.13
Financial Services 21.63 16.22
Healthcare 4.86 7.16
Basic Materials 3.64 8.08
Consumer Cyclical 11.26 8.45
Communication Services 3.66 3
Utilities 3.77 2.28
Real Estate 0.79 1.44

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