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Kotak Focused Equity Fund vs Franklin India Focused Equity Fund compare

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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Chart Comparison

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

Overview

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
Fund Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11553 Cr ₹3349 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 Jul 2007 16 Jul 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.24% 21.79%
Expense Ratio 1.78 1.9
Manager Sandeep Manam Arjun Khanna
ISIN Code INF090I01981 INF174KA1EK3
Exits Load Franklin India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Kotak Focused Equity Fund - Regular Plan - 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 Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Month 3.9% 4.81%
6 Month 2.39% 2.99%
1 Year 7.56% 8.88%
3 Year 21.15% 18.62%
5 Year 28.27% 24.32%

SIP Return Analysis

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
6 Month 5.18% 6.28%
1 Year 3.27% 4.72%
3 Year 17.17% 16.4%
5 Year 19.02% 16.29%

Rolling Lumpsum Returns

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Year 12.63% 18.28%
3 Year 15.24% 17.37%
5 Year 17.1% 18.3%

Risk Management

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
Standard Deviation 11.81% 13.295%
Sharp 0.83% 0.368%
Beta 0.87% 0.898%
Alpha 2.78% -1.119%

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Fund Managers

Scheme Name Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option
Name Sandeep Manam Arjun Khanna
Total AUM ₹74256 Cr ₹169639 Cr
Funds Managed 20 24
Franklin India Focused Equity Fund - Growth Plan Kotak Focused Equity Fund- Regular plan _ Growth Option

Market Cap

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Kotak Focused Equity Fund- Regular plan _ Growth Option

Others 5.19 4.22
Large Cap 79.7 75.43
Mid Cap 10.73 12.09
Small Cap 4.4 8.26

Sector Allocation

Scheme Name

Franklin India Focused Equity Fund - Growth Plan

Kotak Focused Equity Fund- Regular plan _ Growth Option

Others 5.19 1.27
Petroleum Products 5.15 -
IT - Software 6.91 -
Cement & Cement Products 0.8 -
Personal Products 1.47 -
Diversified FMCG 2.68 -
Banks 30.41 -
Pharmaceuticals & Biotechnology 9.3 -
Ferrous Metals 3.38 -
Transport Services 3.48 -
Chemicals & Petrochemicals 1.34 -
Industrial Products 3.42 -
Consumer Durables 0.5 -
Telecom - Services 5.93 -
Financial Technology (Fintech) 2.51 -
Automobiles 3.54 -
Realty 2.89 -
Retailing 5.06 -
Auto Components 0.75 -
Insurance 2.71 -
Leisure Services 2.6 -
Energy - 3.85
Technology - 13.03
Industrials - 19.62
Financial Services - 24.56
Healthcare - 7.2
Consumer Cyclical - 13.45
Consumer Defensive - 2.32
Utilities - 6.27
Communication Services - 5.24
Basic Materials - 3.19

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