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	1.47%	3.63%
6 Month	-0.41%	-2.53%
1 Year	7.14%	6.36%
3 Year	18.47%	18.05%
5 Year	19.7%	21.68%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
6 Month	5.52%	7.06%
1 Year	7.02%	6.53%
3 Year	15.63%	15.69%
5 Year	15.34%	15.92%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
1 Year	13.41%	11.72%
3 Year	14.38%	13.31%
5 Year	14.42%	12.91%

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Standard Deviation	9%	10.787%
Sharp	1.07%	0.49%
Beta	0.99%	1.055%
Alpha	3.1%	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	32.8	30.4
Large Cap	50.96	39.15
Mid Cap	6.35	21.7
Small Cap	9.88	8.75

Scheme Name	Franklin India Equity Hybrid Fund - Growth Plan	Kotak Equity Hybrid - Growth
Others	32.8	29.46
Petroleum Products	2.64	-
IT - Software	6.62	-
Construction	3.29	-
Diversified FMCG	1.02	-
Banks	18.38	-
Pharmaceuticals & Biotechnology	2.49	-
Ferrous Metals	0.52	-
Healthcare Services	1.85	-
Finance	1.27	-
Telecom - Services	3.88	-
Gas	1.49	-
Industrial Products	0.57	-
Automobiles	2.68	-
Agricultural Food & other Products	0.7	-
Oil	0.69	-
Aerospace & Defense	0.66	-
Consumer Durables	1.85	-
Financial Technology (Fintech)	1.22	-
Cement & Cement Products	1.53	-
Chemicals & Petrochemicals	0.49	-
Transport Services	0.62	-
Retailing	2.33	-
Power	1.58	-
Insurance	1.19	-
Leisure Services	2.83	-
Realty	0.71	-
Beverages	1.72	-
Auto Components	1.6	-
Textiles & Apparels	0.44	-
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