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)	₹12147 Cr	₹3536 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	2.87%	4.38%
6 Month	2.54%	5.52%
1 Year	1.21%	3.98%
3 Year	21.32%	20.1%
5 Year	24.49%	21.34%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
6 Month	9.32%	11.43%
1 Year	9.79%	13.85%
3 Year	18.03%	18.36%
5 Year	19.36%	17.3%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
1 Year	12.44%	16.08%
3 Year	15.33%	17.15%
5 Year	17.24%	19.33%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Standard Deviation	11.81%	13.28%
Sharp	0.95%	0.74%
Beta	0.88%	0.90%
Alpha	1.7%	-0.35%

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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	5.31	4.67
Large Cap	78.42	76.24
Mid Cap	11.06	16.66
Small Cap	5.19	2.44

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Others	5.31	1.09
Petroleum Products	5.38	-
Personal Products	1.31	-
Diversified FMCG	2.75	-
Banks	30.78	-
Pharmaceuticals & Biotechnology	8.64	-
Ferrous Metals	3.31	-
Transport Services	3.88	-
Agricultural, Commercial & Construction Vehicles	0.68	-
Chemicals & Petrochemicals	1.28	-
Industrial Products	3.75	-
Consumer Durables	0.54	-
Telecom - Services	5.96	-
Financial Technology (Fintech)	2.61	-
IT - Software	5.99	-
Automobiles	3.55	-
Realty	3.18	-
Retailing	5.66	-
Insurance	3.01	-
Leisure Services	2.41	-
Energy	-	4.09
Technology	-	10.27
Industrials	-	19.27
Financial Services	-	28.54
Healthcare	-	6.34
Consumer Defensive	-	2.42
Utilities	-	5.92
Consumer Cyclical	-	13.44
Communication Services	-	5.66
Basic Materials	-	2.95