- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3579 Cr | ₹28084 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 | -2.19% | -2.13% |
| 6 Month | 12.94% | 12.72% |
| 1 Year | 4.5% | 1.37% |
| 3 Year | 15.58% | 18.34% |
| 5 Year | 22.04% | 22.31% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 4.68% | 3.93% |
| 1 Year | 8.3% | 5.54% |
| 3 Year | 16.54% | 16.49% |
| 5 Year | 15.99% | 17.69% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 12.47% | 16.03% |
| 3 Year | 12.76% | 15.68% |
| 5 Year | 14.04% | 15.12% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 13.22% | 12.90% |
| Sharp | 0.75% | 0.98% |
| Beta | 0.95% | 0.91% |
| Alpha | 1.02% | 4.17% |
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 | 10 | 5.13 |
| Large Cap | 42.68 | 51.8 |
| Mid Cap | 31 | 37.95 |
| Small Cap | 16.32 | 5.12 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 1.89 | 1.82 |
| Energy | 0 | 5.73 |
| Technology | 11.23 | 8.23 |
| Consumer Cyclical | 20.13 | 12.87 |
| Healthcare | 9.82 | 7.71 |
| Basic Materials | 4.18 | 11.78 |
| Financial Services | 24.84 | 24.02 |
| Consumer Defensive | 9.72 | 1.62 |
| Industrials | 11.37 | 17.14 |
| Utilities | 1.33 | 5.11 |
| Real Estate | 3.32 | 0.93 |
| Communication Services | 2.17 | 3.05 |
Top Comparisons
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns22.47%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns19.43%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns22%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.2%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns7.02%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
