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Kotak Equity Hybrid vs Franklin India Equity Hybrid Fund compare

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tortoise-icon Franklin India Equity Hybrid Fund - Growth Plan

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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