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 | 1% | 0.26% |
| 6 Month | 3.35% | 5.44% |
| 1 Year | 4.49% | 8.7% |
| 3 Year | 17.7% | 16.6% |
| 5 Year | 21.34% | 17.3% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 1.78% | 2% |
| 1 Year | 10.55% | 14.69% |
| 3 Year | 16% | 15.83% |
| 5 Year | 17.21% | 15.61% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 17.16% | 11.96% |
| 3 Year | 18.66% | 15.43% |
| 5 Year | 17.31% | 15.54% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.38% | 12.26% |
| Sharp | 0.87% | 0.84% |
| Beta | 0.92% | 0.92% |
| Alpha | 2.08% | 0.64% |
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 | - |
Top Comparisons
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns7.01%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.34%
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns31.77%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns32.5%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns20.28%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.87%
ICICI Prudential Multicap Fund - Growth
3Y Returns19.25%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%