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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) | ₹3558 Cr | ₹27655 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 | 2.62% | 2.78% |
| 6 Month | 18.9% | 17.71% |
| 1 Year | 0.33% | -1.43% |
| 3 Year | 16.62% | 18.66% |
| 5 Year | 21.63% | 21.84% |
SIP Return Analysis
| Scheme Name | Franklin India Large & Mid Cap Fund - Growth Plan | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 4.57% | 4.14% |
| 1 Year | 13.89% | 11.62% |
| 3 Year | 17.41% | 17.22% |
| 5 Year | 16.18% | 17.89% |
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 | 13.24% | 13.00% |
| Sharp | 0.66% | 0.81% |
| Beta | 0.96% | 0.92% |
| Alpha | 1.84% | 3.84% |
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 |
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