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) | ₹18988 Cr | ₹53293 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 | -0.7% | -0.73% |
6 Month | 10.27% | 14.6% |
1 Year | 0.83% | 3.82% |
3 Year | 18.25% | 16.07% |
5 Year | 24.12% | 19.21% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
6 Month | 2.37% | 3.83% |
1 Year | 3.54% | 9.1% |
3 Year | 16.48% | 15.7% |
5 Year | 17.99% | 15.61% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
1 Year | 15.92% | 12.26% |
3 Year | 19.1% | 15.22% |
5 Year | 19.04% | 15.42% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
---|---|---|
Standard Deviation | 12.59% | 12.86% |
Sharp | 1.03% | 0.85% |
Beta | 0.92% | 0.93% |
Alpha | 3.72% | 1.56% |
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 | 5.48 | 2.62 |
Large Cap | 72.9 | 68.99 |
Small Cap | 8.63 | 4.67 |
Mid Cap | 13 | 23.72 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
---|---|---|
Others | 5.48 | 2.22 |
Energy | 4.07 | 6.01 |
Technology | 7.57 | 7.27 |
Industrials | 11.1 | 21.34 |
Financial Services | 28.9 | 25.57 |
Healthcare | 7.87 | 3.18 |
Basic Materials | 5.4 | 14.86 |
Consumer Cyclical | 12.09 | 10.29 |
Communication Services | 5.35 | 3.09 |
Utilities | 5.56 | 3.59 |
Consumer Defensive | 4.69 | 2.58 |
Real Estate | 1.92 | - |
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