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Franklin India Equity Advantage Fund vs Kotak Equity Opportunities Fund compare
Franklin India Large & Mid Cap Fund - Growth Plan
Kotak Large & Midcap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Fund | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹3529 Cr | ₹28381 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 02 Mar 2005 | 09 Sep 2004 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 72.19% | 14.92% |
| Expense Ratio | 2.02 | 1.61 |
| Manager | R Janakiraman | Harsha Upadhyaya |
| ISIN Code | INF090I01205 | INF174K01187 |
| Exits Load | Franklin India Equity Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Equity Opportunities Fund - 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 Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Month | 2.52% | 1.15% |
| 6 Month | 7.69% | 8.76% |
| 1 Year | 7.76% | 8.42% |
| 3 Year | 17.29% | 18.72% |
| 5 Year | 19.9% | 20.95% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 1.98% | 2.18% |
| 1 Year | 14.3% | 13.72% |
| 3 Year | 16.01% | 16.05% |
| 5 Year | 15.08% | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 12.25% | 15.73% |
| 3 Year | 12.94% | 15.89% |
| 5 Year | 14.22% | 15.3% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 13.21% | 12.77% |
| Sharp | 0.81% | 0.91% |
| Beta | 0.93% | 0.90% |
| Alpha | -0.39% | 0.96% |
Fund Managers
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Name | R Janakiraman | Harsha Upadhyaya |
| Total AUM | ₹50034 Cr | ₹139411 Cr |
| Funds Managed | 8 | 11 |
| Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 11.06 | 7.33 |
| Large Cap | 40.51 | 52.07 |
| Mid Cap | 33.38 | 34.89 |
| Small Cap | 15.05 | 5.71 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 4.3 | 3.78 |
| Technology | 12.71 | 7.11 |
| Consumer Cyclical | 17.24 | 13.66 |
| Healthcare | 9.51 | 7.04 |
| Basic Materials | 2.03 | 12.15 |
| Financial Services | 27.89 | 24.06 |
| Consumer Defensive | 9.77 | 1.59 |
| Industrials | 8.45 | 16.73 |
| Utilities | 1.59 | 4.21 |
| Real Estate | 3.58 | 0.89 |
| Communication Services | 2.93 | 2.93 |
| Energy | - | 5.84 |
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