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Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Franklin India Prima Fund-Growth

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12285 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 1.79 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 Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
1 Month 2.14% 4.79%
6 Month -0.98% -0.77%
1 Year 3.94% 4.79%
3 Year 29.97% 27.89%
5 Year 27.13% 30.48%

SIP Return Analysis

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
6 Month 6.87% 9.73%
1 Year 6.16% 9.3%
3 Year 23.73% 23%
5 Year 22.36% 23.35%

Rolling Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
1 Year 16.87% 13.5%
3 Year 18.01% 18.9%
5 Year 19.15% 17.75%

Risk Management

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
Standard Deviation 13.68% 15.958%
Sharp 1.17% 0.648%
Beta 0.9% 0.86%
Alpha 0.91% -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 4.57 3.56
Mid Cap 65.16 67.78
Large Cap 13.14 11.78
Small Cap 17.13 16.88

Sector Allocation

Scheme Name

Franklin India Prima Fund-Growth

Kotak Emerging Equity Scheme - Growth

Others 4.57 3.56
Fertilizers & Agrochemicals 4.8 -
Cement & Cement Products 4.76 -
Finance 4.58 -
Retailing 1.68 -
Healthcare Services 4.11 -
Pharmaceuticals & Biotechnology 6.52 -
Banks 10.27 -
Agricultural, Commercial & Construction Vehicles 1.11 -
Leisure Services 4.28 -
Aerospace & Defense 1.69 -
Electrical Equipment 0.98 -
Industrial Manufacturing 0.08 -
Ferrous Metals 1.41 -
IT - Software 5.29 -
Realty 5.74 -
Petroleum Products 1.05 -
Auto Components 6.66 -
Transport Services 0.69 -
Telecom - Services 3.07 -
Insurance 3.24 -
Agricultural Food & other Products 1.09 -
Gas 0.43 -
Consumer Durables 5.05 -
Power 0.72 -
Chemicals & Petrochemicals 3.17 -
Industrial Products 4.97 -
Financial Technology (Fintech) 1.8 -
Personal Products 1.77 -
Beverages 1.52 -
Capital Markets 0.39 -
Textiles & Apparels 2.51 -
Financial Services - 11.42
Consumer Cyclical - 15.6
Healthcare - 10.73
Technology - 16.21
Real Estate - 2.96
Energy - 3.08
Utilities - 0.82
Basic Materials - 15.17
Industrials - 17.04
Communication Services - 2.01
Consumer Defensive - 1.39

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