Franklin India Flexi Cap Fund vs Kotak Flexicap Fund compare
Franklin India Flexi Cap Fund - Growth
Kotak Flexicap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹19972 Cr | ₹56460 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 1994 | 11 Sep 2009 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 18.1% | 16.04% |
| Expense Ratio | 1.71 | 1.46 |
| Manager | R Janakiraman | Harsha Upadhyaya |
| ISIN Code | INF090I01239 | INF174K01336 |
| Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Flexi Cap 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 Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Month | -0.88% | 1.1% |
| 6 Month | -0.73% | 0.96% |
| 1 Year | 6.25% | 12.11% |
| 3 Year | 18.02% | 16.67% |
| 5 Year | 17.29% | 14.81% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | -0.76% | 0.77% |
| 1 Year | 4.97% | 10.83% |
| 3 Year | 12.39% | 13.53% |
| 5 Year | 14.9% | 14.21% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 16.94% | 11.81% |
| 3 Year | 18.6% | 15.5% |
| 5 Year | 17.37% | 15.58% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.16% | 12.26% |
| Sharp | 0.96% | 0.85% |
| Beta | 0.93% | 0.93% |
| Alpha | 1.64% | 0.41% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Name | R Janakiraman | Harsha Upadhyaya |
| Total AUM | ₹50034 Cr | ₹139411 Cr |
| Funds Managed | 8 | 11 |
| Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 8.89 | 6.26 |
| Large Cap | 70.88 | 67.42 |
| Small Cap | 7.9 | 3.03 |
| Mid Cap | 12.33 | 23.29 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 5.81 | 2.54 |
| Energy | 4.75 | 6.27 |
| Technology | 8.34 | 6.95 |
| Industrials | 13.99 | 18.47 |
| Financial Services | 28.59 | 28.55 |
| Healthcare | 6.68 | 2.83 |
| Basic Materials | 5.51 | 14.02 |
| Consumer Cyclical | 9.76 | 11.77 |
| Communication Services | 4.57 | 3.21 |
| Utilities | 4.87 | 3.19 |
| Consumer Defensive | 5.66 | 2.2 |
| Real Estate | 1.46 | - |
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