Kotak Focused Equity Fund vs Franklin India Focused Equity Fund compare

Link copied to clipboard!

Franklin India Focused Equity Fund - Growth Plan

Invest Now

Kotak Focused Fund- Regular plan _ Growth Option

Invest Now

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)	₹12669 Cr	₹3869 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	0.82%	0.79%
6 Month	5.25%	9.22%
1 Year	3%	7.22%
3 Year	14.99%	15.54%
5 Year	19.71%	17.47%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
6 Month	3.05%	5.37%
1 Year	14.67%	23.37%
3 Year	14.75%	17.43%
5 Year	16.02%	16.07%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
1 Year	11.7%	12.62%
3 Year	15.76%	16.98%
5 Year	17.88%	19.81%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Standard Deviation	11.81%	12.07%
Sharp	0.82%	0.76%
Beta	0.85%	0.90%
Alpha	0.63%	0.68%

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	4.23	8.05
Large Cap	76.83	71.07
Mid Cap	12.3	19.36
Small Cap	6.65	1.52

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Fund- Regular plan _ Growth Option
Others	4.23	3.84
Petroleum Products	5.63	-
Personal Products	1.27	-
Diversified FMCG	2.77	-
Banks	28.14	-
Pharmaceuticals & Biotechnology	8.42	-
Ferrous Metals	3.61	-
Transport Services	4.32	-
Agricultural, Commercial & Construction Vehicles	1.6	-
Chemicals & Petrochemicals	1.05	-
Industrial Products	4.12	-
Consumer Durables	0.5	-
Telecom - Services	6.32	-
Financial Technology (Fintech)	2.82	-
IT - Software	6.28	-
Automobiles	3.94	-
Realty	3.44	-
Retailing	6.72	-
Insurance	2.72	-
Leisure Services	2.11	-
Energy	-	3.68
Technology	-	9.23
Industrials	-	20.66
Financial Services	-	27.12
Healthcare	-	5.52
Consumer Defensive	-	2.01
Utilities	-	3.11
Consumer Cyclical	-	16.21
Communication Services	-	5.73
Basic Materials	-	2.87