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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) | ₹12213 Cr | ₹58300 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 | 1.91% | -1.47% |
| 6 Month | 7.57% | 12.81% |
| 1 Year | 1.86% | 3.6% |
| 3 Year | 21.26% | 20.91% |
| 5 Year | 23.1% | 26.16% |
SIP Return Analysis
| Scheme Name | Franklin India Mid Cap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 6 Month | 1.66% | 1.29% |
| 1 Year | 11.36% | 15.42% |
| 3 Year | 18.92% | 19.59% |
| 5 Year | 18.97% | 19.95% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Mid Cap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| 1 Year | 16.38% | 12.97% |
| 3 Year | 18.24% | 19.31% |
| 5 Year | 19.39% | 17.93% |
Risk Management
| Scheme Name | Franklin India Mid Cap Fund - Growth | Kotak Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | 13.68% | 15.01% |
| Sharp | 0.98% | 0.98% |
| Beta | 0.9% | 0.88% |
| Alpha | -0.07% | 0.40% |
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 | 8.16 | 3.45 |
| Mid Cap | 63.7 | 68.98 |
| Large Cap | 13.4 | 13.54 |
| Small Cap | 14.75 | 14.03 |
Sector Allocation
| Scheme Name |
Franklin India Mid Cap Fund - Growth |
Kotak Midcap Fund - Growth |
|---|---|---|
| Others | 3.42 | 1.88 |
| Industrials | 12.93 | 15.78 |
| Basic Materials | 12.78 | 13.62 |
| Financial Services | 20.02 | 18.65 |
| Consumer Cyclical | 17.05 | 17.46 |
| Healthcare | 10.78 | 11.6 |
| Technology | 6.75 | 12.76 |
| Real Estate | 5.49 | 2.17 |
| Energy | 1.3 | 2.93 |
| Communication Services | 3.4 | 2.08 |
| Consumer Defensive | 4.74 | 1.07 |
| Utilities | 1.33 | - |
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