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Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Franklin India Mid Cap Fund - Growth

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tortoise-icon Kotak Midcap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Fund Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹12770 Cr ₹60385 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Dec 1993 30 Mar 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 26.03% 2.88%
Expense Ratio 1.79 1.44
Manager R Janakiraman Harsha Upadhyaya
ISIN Code INF090I01809 INF174K01DS9
Exits Load Franklin India Prima Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Kotak Emerging Equity 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 Mid Cap Fund - Growth Kotak Midcap Fund - Growth
1 Month 3.45% -0.08%
6 Month 6.11% 9.95%
1 Year 7.18% 7.22%
3 Year 22.3% 21.53%
5 Year 22.51% 25.75%

SIP Return Analysis

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
6 Month 1.93% 1.14%
1 Year 12.93% 16.2%
3 Year 19.46% 19.75%
5 Year 19.29% 20.07%

Rolling Lumpsum Returns

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
1 Year 19.91% 12.81%
3 Year 19.55% 19.58%
5 Year 19.04% 18%

Risk Management

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Standard Deviation 14.72% 15.01%
Sharp 0.97% 0.98%
Beta 0.90% 0.88%
Alpha -0.23% 0.40%

Fund Managers

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Name R Janakiraman Harsha Upadhyaya
Total AUM ₹50034 Cr ₹139411 Cr
Funds Managed 8 11
Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth

Market Cap

Scheme Name

Franklin India Mid Cap Fund - Growth

Kotak Midcap Fund - Growth
Others 8.16 3.45
Mid Cap 63.7 68.98
Large Cap 13.4 13.54
Small Cap 14.75 14.03

Sector Allocation

Scheme Name

Franklin India Mid Cap Fund - Growth

Kotak Midcap Fund - Growth
Others 3.42 1.88
Industrials 12.93 15.78
Basic Materials 12.78 13.62
Financial Services 20.02 18.65
Consumer Cyclical 17.05 17.46
Healthcare 10.78 11.6
Technology 6.75 12.76
Real Estate 5.49 2.17
Energy 1.3 2.93
Communication Services 3.4 2.08
Consumer Defensive 4.74 1.07
Utilities 1.33 -

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