Kotak Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Kotak Focused Equity Fund- Regular plan _ Growth Option
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Small Cap Fund Regular Growth
3Y Returns28.12%
HSBC Small Cap Fund Regular Growth
3Y Returns23.95%
Invesco India GILT Fund - Growth
3Y Returns8.22%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns8.53%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns19.4%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.4%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.4%