Kotak Focused Equity Fund vs Franklin India Focused Equity Fund compare

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Franklin India Focused Equity Fund - Growth Plan

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Kotak Focused 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 Fund- Regular plan _ Growth Option
Fund	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹12815 Cr	₹3942 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

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
1 Month	0.17%	2.3%
6 Month	2.78%	7.54%
1 Year	5.39%	13.48%
3 Year	16.09%	18.1%
5 Year	18.48%	16.88%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
6 Month	2.33%	5.72%
1 Year	12.77%	24.55%
3 Year	13.36%	17.37%
5 Year	14.87%	15.9%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
1 Year	11.62%	12.54%
3 Year	15.72%	16.95%
5 Year	17.92%	19.73%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Standard Deviation	11.81%	11.68%
Sharp	0.8%	0.83%
Beta	0.85%	0.9%
Alpha	0.89%	1.07%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused 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 Fund- Regular plan _ Growth Option

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Others	3.28	3.29
Large Cap	77.84	71.94
Small Cap	7.08	1.38
Mid Cap	11.8	23.39

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Others	3.28	3.29
Petroleum Products	5.87	3.81
Finance	1.27	4.7
Diversified FMCG	2.74	-
Banks	27.53	21.66
Pharmaceuticals & Biotechnology	8.75	2.06
Ferrous Metals	3.28	-
Transport Services	4.26	3.14
Agricultural, Commercial & Construction Vehicles	1.76	-
Chemicals & Petrochemicals	0.93	2.47
Industrial Products	5.1	3.07
Consumer Durables	1.42	2.03
Telecom - Services	6.4	5.75
Financial Technology (Fintech)	2.84	-
IT - Software	6.37	9.54
Automobiles	3.82	8.15
Realty	3.23	-
Retailing	6.25	8.69
Insurance	2.8	-
Leisure Services	2.1	-
Construction	-	2.48
Healthcare Services	-	3.11
Personal Products	-	2.02
Electrical Equipment	-	2.99
Aerospace & Defense	-	3.96
Cement & Cement Products	-	2.74
Capital Markets	-	1.38
Power	-	2.96