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 Equity 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 Equity Fund- Regular plan _ Growth Option
Fund	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹11553 Cr	₹3349 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 Equity Fund- Regular plan _ Growth Option
1 Month	3.9%	4.81%
6 Month	2.39%	2.99%
1 Year	7.56%	8.88%
3 Year	21.15%	18.62%
5 Year	28.27%	24.32%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
6 Month	5.18%	6.28%
1 Year	3.27%	4.72%
3 Year	17.17%	16.4%
5 Year	19.02%	16.29%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Year	12.63%	18.28%
3 Year	15.24%	17.37%
5 Year	17.1%	18.3%

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
Standard Deviation	11.81%	13.295%
Sharp	0.83%	0.368%
Beta	0.87%	0.898%
Alpha	2.78%	-1.119%

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Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
Others	5.19	4.22
Large Cap	79.7	75.43
Mid Cap	10.73	12.09
Small Cap	4.4	8.26

Scheme Name	Franklin India Focused Equity Fund - Growth Plan	Kotak Focused Equity Fund- Regular plan _ Growth Option
Others	5.19	1.27
Petroleum Products	5.15	-
IT - Software	6.91	-
Cement & Cement Products	0.8	-
Personal Products	1.47	-
Diversified FMCG	2.68	-
Banks	30.41	-
Pharmaceuticals & Biotechnology	9.3	-
Ferrous Metals	3.38	-
Transport Services	3.48	-
Chemicals & Petrochemicals	1.34	-
Industrial Products	3.42	-
Consumer Durables	0.5	-
Telecom - Services	5.93	-
Financial Technology (Fintech)	2.51	-
Automobiles	3.54	-
Realty	2.89	-
Retailing	5.06	-
Auto Components	0.75	-
Insurance	2.71	-
Leisure Services	2.6	-
Energy	-	3.85
Technology	-	13.03
Industrials	-	19.62
Financial Services	-	24.56
Healthcare	-	7.2
Consumer Cyclical	-	13.45
Consumer Defensive	-	2.32
Utilities	-	6.27
Communication Services	-	5.24
Basic Materials	-	3.19