- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare
Franklin India Mid Cap Fund - Growth
Kotak Midcap Fund - Growth
Chart Comparison
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 | 0.79% | -1.44% |
| 6 Month | 4.95% | 6.22% |
| 1 Year | 4.16% | 4.46% |
| 3 Year | 21.91% | 21.19% |
| 5 Year | 21.12% | 23.8% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 2.76% | 0.71% |
| 1 Year | 14.02% | 15.07% |
| 3 Year | 19.49% | 19.05% |
| 5 Year | 19.51% | 19.82% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 19.86% | 12.75% |
| 3 Year | 19.59% | 19.65% |
| 5 Year | 19.08% | 18.02% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 13.68% | 12.22% |
| Sharp | 1.03% | 1.03% |
| Beta | 0.9% | 0.88% |
| Alpha | -0.27% | 0.41% |
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 | 3.26 |
| Mid Cap | 63.55 | 69.8 |
| Large Cap | 13.75 | 13.22 |
| Small Cap | 13.92 | 13.72 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 3.55 | 1.32 |
| Industrials | 13.05 | 15.82 |
| Basic Materials | 12.05 | 13.45 |
| Financial Services | 21.06 | 19.77 |
| Consumer Cyclical | 15.72 | 16.43 |
| Healthcare | 9.61 | 11.76 |
| Technology | 7.54 | 12.78 |
| Real Estate | 6.38 | 2.36 |
| Energy | 1.15 | 3.01 |
| Communication Services | 3.82 | 2.28 |
| Consumer Defensive | 4.5 | 1.02 |
| Utilities | 1.58 | - |
Top Comparisons
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns17.98%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns20.09%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns11.73%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns22.3%
Kotak Multicap Fund-Regular Plan-Growth
3Y Returns22.8%
Quant Multi Cap Fund-Growth
3Y Returns10.04%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns15.25%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns23.02%
