Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

tortoise-icon Franklin India Mid Cap Fund - Growth

Invest Now

tortoise-icon Kotak Midcap Fund - Growth

Invest Now

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 ₹60480 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 0.3% 0.7%
6 Month 3.2% 3.45%
1 Year 2.27% 2.92%
3 Year 23.86% 22.7%
5 Year 20.46% 23.16%

SIP Return Analysis

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
6 Month 0.26% -1.83%
1 Year 9.5% 10.09%
3 Year 17.79% 17.21%
5 Year 18.68% 18.78%

Rolling Lumpsum Returns

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
1 Year 19.75% 12.58%
3 Year 19.65% 19.7%
5 Year 19.14% 18.04%

Risk Management

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Standard Deviation 13.68% 12.22%
Sharp 1.03% 0.98%
Beta 0.9% 0.88%
Alpha -0.2% -0.24%

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 8.78 4.73
Mid Cap 63.55 69.34
Large Cap 13.75 12.57
Small Cap 13.92 13.36

Sector Allocation

Scheme Name

Franklin India Mid Cap Fund - Growth

Kotak Midcap Fund - Growth
Others 3.45 2.09
Industrials 13.05 15.19
Basic Materials 12.05 13.22
Financial Services 21.06 20.28
Consumer Cyclical 15.72 15.98
Healthcare 9.71 12.17
Technology 7.54 13.23
Real Estate 6.38 2.18
Energy 1.15 2.69
Communication Services 3.82 2.17
Consumer Defensive 4.5 0.8
Utilities 1.58 -

Top Comparisons

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns21.72%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns17.45%

Compare Now

Kotak US Specific Equity Passive FOF - Regular Plan - Growth Kotak US Specific Equity Passive FOF - Regular Plan - Growth

3Y Returns35.46%

VS

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns21.75%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns7.09%

VS

LIC MF Short Term Debt Fund Regular - Growth LIC MF Short Term Debt Fund Regular - Growth

3Y Returns6.83%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns12.02%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns14.94%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully