Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare
Franklin India Prima Fund-Growth
Kotak Emerging Equity Scheme - Growth
Chart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹11656 Cr | ₹49092 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 | 1.78 | 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 Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
1 Month | 2.69% | 2.21% |
6 Month | -4.99% | -7.57% |
1 Year | 12.09% | 9.78% |
3 Year | 21.57% | 18.49% |
5 Year | 27.09% | 29.33% |
SIP Return Analysis
Scheme Name | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
6 Month | 0.04% | -1.96% |
1 Year | -4.25% | -9.41% |
3 Year | 22.16% | 18.37% |
5 Year | 21.67% | 21.3% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
1 Year | 16.98% | 13.66% |
3 Year | 17.87% | 19.04% |
5 Year | 18.98% | 17.67% |
Risk Management
Scheme Name | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
Standard Deviation | 13.68% | 15.958% |
Sharp | 0.8% | 0.648% |
Beta | 0.93% | 0.86% |
Alpha | 0.86% | -0.958% |
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Fund Managers
Scheme Name | Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
---|---|---|
Name | R Janakiraman | Harsha Upadhyaya |
Total AUM | ₹50034 Cr | ₹139411 Cr |
Funds Managed | 8 | 11 |
Franklin India Prima Fund-Growth | Kotak Emerging Equity Scheme - Growth |
Market Cap
Scheme Name |
Franklin India Prima Fund-Growth |
Kotak Emerging Equity Scheme - Growth |
---|---|---|
Others | 4.48 | 3.56 |
Mid Cap | 65.92 | 67.78 |
Large Cap | 12.83 | 11.78 |
Small Cap | 16.77 | 16.88 |
Sector Allocation
Scheme Name |
Franklin India Prima Fund-Growth |
Kotak Emerging Equity Scheme - Growth |
---|---|---|
Others | 3.64 | 3.56 |
Basic Materials | 14.61 | 15.17 |
Financial Services | 20.42 | 11.42 |
Consumer Cyclical | 18.35 | 15.6 |
Healthcare | 10.4 | 10.73 |
Industrials | 10.62 | 17.04 |
Real Estate | 5.62 | 2.96 |
Energy | 0.62 | 3.08 |
Communication Services | 2.68 | 2.01 |
Consumer Defensive | 4.21 | 1.39 |
Utilities | 1.18 | 0.82 |
Technology | 7.65 | 16.21 |
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