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) | ₹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 |
Top Comparisons
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns8.89%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.46%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.91%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.46%
Kotak Large Cap Fund - Growth
3Y Returns14.25%
PGIM India Large Cap Fund - Growth
3Y Returns11.84%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns27.44%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns0%