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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Month | 0.68% | 0.69% |
| 6 Month | 7.48% | 11.79% |
| 1 Year | 8.71% | 13.75% |
| 3 Year | 16.25% | 16.98% |
| 5 Year | 21.13% | 18.61% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | 2.27% | 4.03% |
| 1 Year | 13.03% | 20.3% |
| 3 Year | 14.47% | 16.73% |
| 5 Year | 15.71% | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 11.81% | 12.64% |
| 3 Year | 15.75% | 17.03% |
| 5 Year | 17.82% | 19.88% |
Risk Management
| 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% |
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 | 4.23 | 8.05 |
| Large Cap | 79.95 | 71.07 |
| Mid Cap | 10.23 | 19.36 |
| Small Cap | 5.59 | 1.52 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 4.23 | 3.84 |
| Energy | 5.63 | 3.68 |
| Consumer Defensive | 4.04 | 2.01 |
| Financial Services | 33.67 | 27.12 |
| Healthcare | 8.42 | 5.52 |
| Basic Materials | 4.66 | 2.87 |
| Industrials | 10.54 | 20.66 |
| Communication Services | 6.32 | 5.73 |
| Technology | 6.28 | 9.23 |
| Consumer Cyclical | 12.77 | 16.21 |
| Real Estate | 3.44 | - |
| Utilities | - | 3.11 |
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