Kotak Equity Hybrid vs Franklin India Equity Hybrid Fund compare

Kotak Equity Hybrid vs Franklin India Equity Hybrid Fund compare

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Franklin India Aggressive Hybrid Fund - Growth Plan

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Kotak Aggressive Hybrid Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2380 Cr	₹8462 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%	-1.01%
6 Month	-0.04%	0.51%
1 Year	4.55%	4.88%
3 Year	14.19%	14.51%
5 Year	12.72%	14.18%

SIP Return Analysis

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Kotak Aggressive Hybrid Fund - Growth
6 Month	0.21%	-0.33%
1 Year	4.9%	7.49%
3 Year	10.39%	11.43%
5 Year	11.78%	12.57%

Rolling Lumpsum Returns

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Kotak Aggressive Hybrid Fund - Growth
1 Year	13.78%	10.61%
3 Year	14.76%	14.35%
5 Year	14.44%	13.25%

Risk Management

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Kotak Aggressive Hybrid Fund - Growth
Standard Deviation	9%	8.13%
Sharp	0.93%	0.87%
Beta	1%	1.38%
Alpha	1.98%	1.69%

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	28.43	30.45
Large Cap	52.17	39.65
Small Cap	11.02	6.81
Mid Cap	8.38	23.09

Sector Allocation

Scheme Name	Franklin India Aggressive Hybrid Fund - Growth Plan	Kotak Aggressive Hybrid Fund - Growth
Others	27.66	23.16
Energy	3.16	1.93
Technology	5.2	10.01
Industrials	10.64	11.12
Consumer Defensive	4.02	2.9
Financial Services	21.9	22.32
Healthcare	4.93	6.89
Basic Materials	3.35	8.43
Real Estate	1.86	1.45
Consumer Cyclical	9.66	7.66
Communication Services	3.85	3.26
Utilities	3.77	0.88

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