Kotak Equity Hybrid vs Franklin India Equity Hybrid Fund compare

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Franklin India Equity Hybrid Fund - Growth Plan

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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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
1 Month	5.38%	5.66%
6 Month	2.81%	-0.62%
1 Year	11.29%	10.87%
3 Year	18.03%	16.56%
5 Year	20.59%	22.25%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
6 Month	1.37%	-0.57%
1 Year	0.99%	-4.7%
3 Year	14.34%	12.57%
5 Year	14.69%	14.31%

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%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Standard Deviation	9%	10.787%
Sharp	0.88%	0.49%
Beta	0.99%	1.055%
Alpha	2.88%	0.867%

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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

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Others	32.79	30.4
Large Cap	50.03	39.15
Mid Cap	6.51	21.7
Small Cap	10.67	8.75

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Others	32.79	29.46
Petroleum Products	2.3	-
IT - Software	6.99	-
Construction	3.57	-
Diversified FMCG	1.02	-
Banks	17.97	-
Pharmaceuticals & Biotechnology	2.97	-
Ferrous Metals	0.59	-
Finance	1.1	-
Telecom - Services	3.66	-
Gas	1.5	-
Industrial Products	0.57	-
Automobiles	2.75	-
Agricultural Food & other Products	0.66	-
Industrial Manufacturing	0.26	-
Oil	0.72	-
Aerospace & Defense	0.66	-
Consumer Durables	2.11	-
Financial Technology (Fintech)	1.24	-
Healthcare Services	1.42	-
Capital Markets	0.41	-
Cement & Cement Products	2.26	-
Chemicals & Petrochemicals	0.54	-
Power	1.65	-
Retailing	1.57	-
Insurance	1.13	-
Leisure Services	2.75	-
Realty	0.63	-
Beverages	1.6	-
Auto Components	1.64	-
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.33	-
Energy	-	2.5
Technology	-	13.72
Financial Services	-	13.22
Consumer Defensive	-	4.53
Industrials	-	8.26
Healthcare	-	6.91
Basic Materials	-	9.31
Real Estate	-	1.37
Utilities	-	3.39
Consumer Cyclical	-	3.22
Communication Services	-	4.12