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Kotak Focused Equity Fund vs Franklin India Focused Equity Fund compare
Franklin India Focused Equity Fund - Growth Plan
Kotak Focused Fund- Regular plan _ Growth Option
Chart Comparison
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) | ₹12649 Cr | ₹3972 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 Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Month | -0.62% | 1.47% |
| 6 Month | 0.48% | 5.99% |
| 1 Year | 7.92% | 16.08% |
| 3 Year | 15.36% | 17.65% |
| 5 Year | 16.9% | 15.84% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | -1.03% | 2.39% |
| 1 Year | 6.16% | 17.82% |
| 3 Year | 11.28% | 15.57% |
| 5 Year | 13.71% | 14.93% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 11.58% | 12.61% |
| 3 Year | 15.71% | 17% |
| 5 Year | 17.92% | 19.71% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 11.68% |
| Sharp | 0.84% | 0.93% |
| Beta | 0.85% | 0.9% |
| Alpha | 0.57% | 1.3% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 3.5 | 10.01 |
| Large Cap | 79.11 | 70.67 |
| Small Cap | 5.94 | - |
| Mid Cap | 11.45 | 19.31 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 3.5 | 1.39 |
| Energy | 5.96 | 3.79 |
| Technology | 8.63 | 9.54 |
| Financial Services | 34.07 | 29.76 |
| Consumer Defensive | 2.61 | 2.14 |
| Healthcare | 8.01 | 5.71 |
| Basic Materials | 5.98 | 3.01 |
| Industrials | 9.84 | 20.21 |
| Communication Services | 6.12 | 5.72 |
| Consumer Cyclical | 12.16 | 15.77 |
| Real Estate | 3.11 | - |
| Utilities | - | 2.96 |
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