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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 | ₹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 | -0.39% | -0.12% |
| 6 Month | -0.24% | 0.49% |
| 1 Year | 1.49% | 1.64% |
| 3 Year | 22.36% | 21.42% |
| 5 Year | 19.76% | 22.41% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 2.1% | 0.15% |
| 1 Year | 12.16% | 13.28% |
| 3 Year | 17.8% | 17.43% |
| 5 Year | 18.66% | 18.88% |
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 | - |
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