Franklin India Equity Advantage Fund vs Kotak Equity Opportunities Fund compare

Franklin India Equity Advantage Fund vs Kotak Equity Opportunities Fund compare

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Franklin India Large & Mid Cap Fund - Growth Plan

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Kotak Large & Midcap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3674 Cr	₹30039 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	-5.9%	-3.54%
6 Month	-4.71%	-1.28%
1 Year	5.52%	8.21%
3 Year	15.69%	17.97%
5 Year	14.71%	17.32%

SIP Return Analysis

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Kotak Large & Midcap Fund - Growth
6 Month	-4.84%	-1.86%
1 Year	-1.94%	4.04%
3 Year	10.28%	12.07%
5 Year	12.07%	15.04%

Rolling Lumpsum Returns

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Kotak Large & Midcap Fund - Growth
1 Year	12.13%	15.37%
3 Year	13.04%	16%
5 Year	14.31%	15.39%

Risk Management

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Kotak Large & Midcap Fund - Growth
Standard Deviation	11.77%	11.87%
Sharp	0.88%	1.01%
Beta	0.92%	0.9%
Alpha	-0.59%	1.11%

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	15.99	7.24
Large Cap	36.09	51.63
Mid Cap	33.03	36.04
Small Cap	14.88	5.09

Sector Allocation

Scheme Name	Franklin India Large & Mid Cap Fund - Growth Plan	Kotak Large & Midcap Fund - Growth
Others	3.65	2.84
Technology	12.41	7.09
Consumer Cyclical	18.91	13.11
Financial Services	31.02	27.43
Healthcare	13.24	7.35
Real Estate	3.16	0.89
Basic Materials	1.52	11.57
Consumer Defensive	8.05	1.51
Industrials	2.01	16.03
Utilities	2.4	3.01
Communication Services	3.63	3.11
Energy	-	6.04

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