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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) | ₹12421 Cr | ₹3659 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 | 1.62% | 1.97% |
| 6 Month | 10.84% | 14.2% |
| 1 Year | 1.56% | 3.12% |
| 3 Year | 16.83% | 15.75% |
| 5 Year | 23.77% | 19.83% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | 4.49% | 5.88% |
| 1 Year | 6.61% | 10.37% |
| 3 Year | 15.02% | 15.53% |
| 5 Year | 17.02% | 15.31% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 12.17% | 14.9% |
| 3 Year | 15.53% | 17.25% |
| 5 Year | 17.45% | 19.96% |
Risk Management
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 12.25% |
| Sharp | 0.97% | 0.76% |
| Beta | 0.85% | 0.89% |
| Alpha | 1.91% | 0.37% |
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 | 4.76 | 4.66 |
| Large Cap | 78.39 | 74.77 |
| Mid Cap | 11.24 | 18.2 |
| Small Cap | 5.6 | 2.37 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 4.76 | 1.12 |
| Energy | 5.37 | 3.64 |
| Consumer Defensive | 4.3 | 2.39 |
| Financial Services | 35 | 27.19 |
| Healthcare | 8.78 | 7.08 |
| Basic Materials | 4.32 | 3.11 |
| Industrials | 9.72 | 20.28 |
| Communication Services | 6.01 | 5.65 |
| Technology | 5.13 | 9.59 |
| Consumer Cyclical | 13.15 | 14.39 |
| Real Estate | 3.47 | - |
| Utilities | - | 5.57 |
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