Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

Overview

Scheme Name	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth
Fund	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹9281 Cr	₹49439 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	12 Jan 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	1.8	1.44
Manager	R Janakiraman	Harsha Upadhyaya
ISIN Code	INF090I01809	INF174K01DS9
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth
1 Month	5.3%	3.19%
6 Month	30.46%	28.84%
1 Year	51.89%	42.32%
3 Year	22.49%	23.53%
5 Year	25.68%	29.76%

Scheme Name	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth
6 Month	-	-
1 Year	23.15%	22.72%
3 Year	52.68%	50.45%
5 Year	94.88%	106%

Scheme Name	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth
1 Year	26.44%	30.05%
3 Year	68.45%	77.77%
5 Year	104.55%	117.77%

Scheme Name	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth
Standard Deviation	13.68%	12.22%
Sharp	1.1%	1.35%
Beta	0.91%	0.79%
Alpha	-1.55%	1.45%

Scheme Name	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth
Name	R Janakiraman	Harsha Upadhyaya
Total AUM	₹50034 Cr	₹139411 Cr
Fund Manage	8	11
	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth

Scheme Name	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth
Others	6.72	3.96
Mid Cap	63.63	68.82
Large Cap	16.79	12.01
Small Cap	12.85	15.12

Scheme Name	Franklin India Prima Fund-Growth	Kotak Emerging Equity Scheme - Growth
Others	3.71	3.76
Materials	4.94	-
Financial	18.31	-
Healthcare	7.61	-
Automobile	6.16	-
Services	8.09	-
Capital Goods	15.78	-
Metals & Mining	2.46	-
Construction	6.17	0.64
Energy	2.67	-
Chemicals	5.67	-
Consumer Staples	5.06	-
Consumer Discretionary	5.71	-
Technology	4.63	-
Communication	1.34	-
Textiles	1.68	-
Capital Markets	-	0.73
Finance	-	6.88
Banks	-	3.36
Healthcare Services	-	3.32
Realty	-	2.95
Petroleum Products	-	0.63
Chemicals and Petrochemicals	-	5.47
Electrical Equipment	-	1.68
Fertilizers and Agrochemicals	-	4.84
Insurance	-	2.67
Industrial Products	-	9.08
Consumer Durables	-	10.15
IT - Software	-	10.54
Aerospace and Defense	-	2.04
Oil	-	3.03
Chemicals & Petrochemicals	-	0.09
Auto Components	-	14.14
Cement and Cement Products	-	3.01
Telecom - Services	-	1.64
Entertainment	-	0.29
Pharmaceuticals and Biotechnology	-	4.09
Personal Products	-	1.48
Pharmaceuticals & Biotechnology	-	0.88
Industrial Manufacturing	-	0.36
Textiles and Apparels	-	0.54
Leisure Services	-	0.36
Retailing	-	0.68
Gas	-	0.38
Unclassified	-	0.2