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) | ₹2187 Cr | ₹7413 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 | 1.68% | 3.31% |
6 Month | 1.91% | 1.33% |
1 Year | 6.41% | 6.23% |
3 Year | 18.93% | 18.72% |
5 Year | 19.49% | 21.16% |
SIP Return Analysis
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
6 Month | 7.17% | 9.6% |
1 Year | 10.6% | 11.58% |
3 Year | 16.93% | 17.42% |
5 Year | 16.12% | 16.88% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
1 Year | 13.41% | 11.72% |
3 Year | 14.38% | 13.31% |
5 Year | 14.42% | 12.91% |
Risk Management
Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
Standard Deviation | 9% | 11.01% |
Sharp | 1.07% | 0.84% |
Beta | 0.99% | 1.08% |
Alpha | 3.1% | 1.00% |
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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 | 32.62 | 26.18 |
Large Cap | 50.45 | 44.02 |
Mid Cap | 5.9 | 21.48 |
Small Cap | 11.04 | 8.32 |
Sector Allocation
Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Kotak Aggressive Hybrid Fund - Growth |
---|---|---|
Others | 32.62 | 24.88 |
Energy | 2.79 | 2.6 |
Technology | 6.79 | 10.62 |
Industrials | 7.58 | 10.83 |
Consumer Defensive | 3.37 | 4.04 |
Financial Services | 21.53 | 16.18 |
Healthcare | 4.63 | 6.95 |
Basic Materials | 2.56 | 7.9 |
Communication Services | 3.72 | 4.53 |
Utilities | 3.06 | 2.62 |
Consumer Cyclical | 10.61 | 7.42 |
Real Estate | 0.74 | 1.43 |
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