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) | ₹19796 Cr | ₹56040 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 | -0.48% | -0.98% |
| 6 Month | -0.37% | 0.36% |
| 1 Year | -0.92% | 2.99% |
| 3 Year | 16.56% | 15.17% |
| 5 Year | 19.75% | 15.97% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 2.59% | 2.45% |
| 1 Year | 12% | 16.01% |
| 3 Year | 15.34% | 15.14% |
| 5 Year | 16.58% | 15.01% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 17.08% | 11.92% |
| 3 Year | 18.66% | 15.45% |
| 5 Year | 17.32% | 15.55% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.37% | 12.26% |
| Sharp | 0.83% | 0.81% |
| Beta | 0.93% | 0.92% |
| Alpha | 2.24% | 0.98% |
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 | 3.96 | 4.93 |
| Large Cap | 75.07 | 68.36 |
| Small Cap | 8.12 | 3.19 |
| Mid Cap | 12.85 | 23.52 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 3.67 | 2.06 |
| Energy | 4.68 | 6.06 |
| Technology | 8.04 | 6.78 |
| Industrials | 12.87 | 19.71 |
| Financial Services | 28.4 | 27.03 |
| Healthcare | 6.84 | 2.96 |
| Basic Materials | 5.36 | 14.52 |
| Consumer Cyclical | 11.41 | 11.96 |
| Communication Services | 5.83 | 3.15 |
| Utilities | 5.67 | 3.45 |
| Consumer Defensive | 5.42 | 2.31 |
| Real Estate | 1.81 | - |
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