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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) | ₹3688 Cr | ₹29516 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 | -0.14% | 0.43% |
| 6 Month | 6.55% | 6.62% |
| 1 Year | 6.29% | 6.1% |
| 3 Year | 17.09% | 18.83% |
| 5 Year | 18.61% | 20.02% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 1.03% | 2.46% |
| 1 Year | 13.19% | 14.26% |
| 3 Year | 16.24% | 16.66% |
| 5 Year | 15.45% | 17.61% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 12.23% | 15.65% |
| 3 Year | 12.97% | 15.91% |
| 5 Year | 14.24% | 15.33% |
Risk Management
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.77% | 11.87% |
| Sharp | 0.87% | 0.97% |
| Beta | 0.93% | 0.89% |
| Alpha | -0.31% | 1.18% |
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 | 12.39 | 7.45 |
| Large Cap | 37.95 | 52.77 |
| Mid Cap | 33.86 | 34.7 |
| Small Cap | 15.8 | 5.08 |
Sector Allocation
| Scheme Name |
Franklin India Large & Mid Cap Fund - Growth Plan |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 3.33 | 3.27 |
| Technology | 13.18 | 7.04 |
| Consumer Cyclical | 18.35 | 13.03 |
| Healthcare | 10.12 | 7 |
| Basic Materials | 1.61 | 11.59 |
| Financial Services | 30.45 | 25.21 |
| Consumer Defensive | 8.31 | 1.58 |
| Industrials | 6.33 | 17.32 |
| Utilities | 1.59 | 3.94 |
| Real Estate | 3.29 | 0.96 |
| Communication Services | 3.44 | 3.08 |
| Energy | - | 5.98 |
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