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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) | ₹2355 Cr | ₹8402 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 | -0.04% | -1.38% |
| 6 Month | 0.5% | 1.46% |
| 1 Year | 1.4% | 0.03% |
| 3 Year | 13.52% | 13.97% |
| 5 Year | 14.28% | 15.66% |
SIP Return Analysis
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| 6 Month | 1.83% | 0.86% |
| 1 Year | 9.25% | 10.93% |
| 3 Year | 12.42% | 13.12% |
| 5 Year | 12.94% | 13.58% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Year | 13.92% | 10.83% |
| 3 Year | 14.78% | 14.35% |
| 5 Year | 14.45% | 13.21% |
Risk Management
| Scheme Name | Franklin India Aggressive Hybrid Fund - Growth Plan | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Standard Deviation | 9% | 8.13% |
| Sharp | 0.87% | 0.82% |
| Beta | 1.01% | 1.37% |
| Alpha | 1.98% | 1.76% |
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 | 29.79 | 28.5 |
| Large Cap | 51.05 | 41.18 |
| Mid Cap | 7.24 | 23.52 |
| Small Cap | 11.92 | 6.8 |
Sector Allocation
| Scheme Name |
Franklin India Aggressive Hybrid Fund - Growth Plan |
Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 29.01 | 21.5 |
| Energy | 3.03 | 2.48 |
| Technology | 5 | 9.43 |
| Industrials | 9.12 | 11.04 |
| Consumer Defensive | 4.06 | 2.95 |
| Financial Services | 21.84 | 22.23 |
| Healthcare | 4.94 | 7.03 |
| Basic Materials | 3.72 | 8.75 |
| Real Estate | 1.23 | 1.44 |
| Consumer Cyclical | 10.32 | 7.97 |
| Communication Services | 3.77 | 3.03 |
| Utilities | 3.97 | 2.15 |
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