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) | ₹18912 Cr | ₹54083 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 | 2.9% | 0.32% |
| 6 Month | 5.57% | 7.63% |
| 1 Year | 5.08% | 5.47% |
| 3 Year | 18.04% | 15.87% |
| 5 Year | 23.51% | 18.18% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 3.19% | 2.99% |
| 1 Year | 11.82% | 16.16% |
| 3 Year | 16.45% | 16.04% |
| 5 Year | 17.37% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 15.68% | 12.03% |
| 3 Year | 19.05% | 15.32% |
| 5 Year | 19.08% | 15.49% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.38% | 12.26% |
| Sharp | 0.87% | 0.87% |
| Beta | 0.92% | 0.93% |
| Alpha | 2.08% | 1.21% |
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 | 3.16 | 0.12 |
| Large Cap | 74.6 | 76.56 |
| Small Cap | 8.04 | 4.65 |
| Mid Cap | 14.2 | 18.86 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 3.16 | 2.94 |
| Energy | 4.52 | - |
| Technology | 7.24 | - |
| Industrials | 12.87 | - |
| Financial Services | 28.41 | - |
| Healthcare | 8.04 | - |
| Basic Materials | 5.4 | - |
| Consumer Cyclical | 12.05 | - |
| Communication Services | 5.61 | - |
| Utilities | 5.74 | - |
| Consumer Defensive | 5.16 | - |
| Real Estate | 1.8 | - |
| Telecom - Services | - | 2.98 |
| Petroleum Products | - | 4.54 |
| IT - Software | - | 6.84 |
| Retailing | - | 3.91 |
| Cement & Cement Products | - | 6.35 |
| Pharmaceuticals & Biotechnology | - | 3.1 |
| Construction | - | 4.38 |
| Diversified FMCG | - | 1.21 |
| Non - Ferrous Metals | - | 0.85 |
| Banks | - | 21.99 |
| Chemicals & Petrochemicals | - | 6.36 |
| Personal Products | - | 0.54 |
| Transport Services | - | 3.29 |
| Capital Markets | - | 1.5 |
| Gas | - | 2.55 |
| Electrical Equipment | - | 1.29 |
| Automobiles | - | 4.39 |
| Fertilizers & Agrochemicals | - | 0.62 |
| Insurance | - | 0.79 |
| Industrial Products | - | 0.61 |
| Agricultural, Commercial & Construction Vehicles | - | 0.73 |
| Aerospace & Defense | - | 6.05 |
| Finance | - | 1.94 |
| Auto Components | - | 3.71 |
| Beverages | - | 0.69 |
| Power | - | 2.3 |
| Ferrous Metals | - | 3.74 |
Top Comparisons
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.43%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.74%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.5%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.25%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.66%
Axis Multi Factor FoF Passive - Regular Plan - Growth Option
3Y Returns12.49%