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) | ₹20022 Cr | ₹56885 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 | 0.76% | 0.83% |
| 6 Month | 1.26% | 1.33% |
| 1 Year | 2.47% | 8.93% |
| 3 Year | 18.34% | 16.74% |
| 5 Year | 19.56% | 15.96% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 2.73% | 3.08% |
| 1 Year | 11.82% | 15.76% |
| 3 Year | 14.69% | 14.95% |
| 5 Year | 16.16% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 16.99% | 11.84% |
| 3 Year | 18.6% | 15.48% |
| 5 Year | 17.36% | 15.58% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.16% | 12.26% |
| Sharp | 0.9% | 0.81% |
| Beta | 0.93% | 0.92% |
| Alpha | 1.83% | 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 | 2.32 |
| Large Cap | 77.66 | 73.63 |
| Small Cap | 8.63 | 4.19 |
| Mid Cap | 9.74 | 19.81 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 3.96 | 2.32 |
| Petroleum Products | 3.52 | 4.81 |
| IT - Software | 7.25 | 6.87 |
| Construction | 4.33 | 4.33 |
| Banks | 24.85 | 22.94 |
| Pharmaceuticals & Biotechnology | 3.68 | 2.88 |
| Cement & Cement Products | 2.69 | 5.83 |
| Aerospace & Defense | 2.91 | 5.79 |
| Ferrous Metals | 1.16 | 3.49 |
| Industrial Manufacturing | 0.19 | - |
| Automobiles | 3.72 | 4.41 |
| Finance | 1.55 | 2.27 |
| Telecom - Services | 5.78 | 3.18 |
| Gas | 1.3 | 2.32 |
| Industrial Products | 1.45 | 0.73 |
| Agricultural Food & other Products | 1.72 | - |
| Agricultural, Commercial & Construction Vehicles | 1.4 | 0.61 |
| Oil | 1.23 | - |
| Food Products | 1.5 | - |
| Power | 4.09 | 2.13 |
| Consumer Durables | 1.99 | - |
| Healthcare Services | 2.68 | - |
| Financial Technology (Fintech) | 1.47 | - |
| Realty | 1.53 | - |
| Fertilizers & Agrochemicals | 1.06 | 0.63 |
| Transport Services | 2.05 | 2.88 |
| Household Products | 0.62 | - |
| Retailing | 4.28 | 3.64 |
| Insurance | 0.96 | 0.81 |
| Leisure Services | 1.5 | - |
| Beverages | 1.75 | 0.62 |
| Auto Components | 1.65 | 3.88 |
| Commercial Services & Supplies | 0.17 | - |
| Diversified FMCG | - | 1.13 |
| Non - Ferrous Metals | - | 1.07 |
| Chemicals & Petrochemicals | - | 6.08 |
| Capital Markets | - | 2.67 |
| Personal Products | - | 0.5 |
| Electrical Equipment | - | 1.13 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns18.49%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns15.62%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns16.51%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns19.44%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns23.13%
Quant Quantamental Fund Regular - Growth
3Y Returns18.83%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.49%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.47%