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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) | ₹12536 Cr | ₹3707 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 | -1.46% | -1.67% |
| 6 Month | 5.52% | 7.82% |
| 1 Year | 0.73% | 1.54% |
| 3 Year | 16.97% | 15.53% |
| 5 Year | 24.25% | 19.48% |
SIP Return Analysis
| Scheme Name | Franklin India Focused Equity Fund - Growth Plan | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | 4.75% | 6.04% |
| 1 Year | 4.6% | 7.53% |
| 3 Year | 14.91% | 15.03% |
| 5 Year | 17.16% | 15.18% |
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 | 1.18% | 0.76% |
| Beta | 0.88% | 0.90% |
| Alpha | 1.49% | 0.05% |
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 | 4.86 | 5.27 |
| Large Cap | 78.35 | 75 |
| Mid Cap | 11.49 | 17.08 |
| Small Cap | 5.29 | 2.66 |
Sector Allocation
| Scheme Name |
Franklin India Focused Equity Fund - Growth Plan |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 4.86 | 1.36 |
| Energy | 5.51 | 3.88 |
| Consumer Defensive | 3.89 | 2.21 |
| Financial Services | 35.89 | 27.76 |
| Healthcare | 8.48 | 6.79 |
| Basic Materials | 4.4 | 3.03 |
| Industrials | 9.54 | 19.8 |
| Communication Services | 6.25 | 5.85 |
| Technology | 5.8 | 10.33 |
| Consumer Cyclical | 12.23 | 13.33 |
| Real Estate | 3.15 | - |
| Utilities | - | 5.67 |
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