Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

tortoise-icon Franklin India Prima Fund-Growth

Invest Now

tortoise-icon Kotak Emerging Equity Scheme - Growth

Invest Now

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) ₹12318 Cr ₹50627 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 1.76 1.43
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 -6.17% -8%
6 Month -2.49% -3.53%
1 Year 18.79% 20.26%
3 Year 20.62% 19.81%
5 Year 20.76% 22.93%

SIP Return Analysis

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
6 Month - -
1 Year 4.98% 3.77%
3 Year 24.94% 22.36%
5 Year 23.78% 24.66%

Rolling Lumpsum Returns

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
1 Year 17.11% 13.66%
3 Year 17.83% 19.04%
5 Year 18.87% 17.67%

Risk Management

Scheme Name Franklin India Prima Fund-Growth Kotak Emerging Equity Scheme - Growth
Standard Deviation 13.68% 12.22%
Sharp 1.02% 1.1%
Beta 0.89% 0.8%
Alpha 1.3% 2.56%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 1.91 3.71
Mid Cap 67.35 71.14
Large Cap 11.37 10.8
Small Cap 19.37 14.15

Sector Allocation

Scheme Name

Franklin India Prima Fund-Growth

Kotak Emerging Equity Scheme - Growth

Others 1.91 3.71
Cement & Cement Products 3.78 3.3
Finance 3.89 4.97
Healthcare Services 2.92 4.49
Pharmaceuticals & Biotechnology 7.56 5.6
Banks 11.46 3.46
Agricultural, Commercial & Construction Vehicles 1.22 -
Leisure Services 2.93 -
Aerospace & Defense 1.49 1.83
Electrical Equipment 1.98 2.63
Industrial Manufacturing 0.45 0.3
Ferrous Metals 1.43 -
Realty 5.32 3.11
Petroleum Products 0.7 0.61
Auto Components 7.19 11.37
Transport Services 0.42 -
Telecom - Services 2.55 2.03
Fertilizers & Agrochemicals 3.93 4.88
Insurance 3.15 2.76
Agricultural Food & other Products 0.94 -
Gas 1.03 -
Consumer Durables 9.01 10.86
Power 0.79 -
IT - Software 5.94 15.17
Chemicals & Petrochemicals 2.95 5.66
Industrial Products 5.02 7.32
Financial Technology (Fintech) 1.93 -
Personal Products 2.01 1.61
Beverages 1.29 -
Capital Markets 0.5 1.15
Textiles & Apparels 2.26 0.55
Retailing 2.05 -
Construction - 1.01
Oil - 1.42

Top Comparisons

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns11.73%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns12.74%

Compare Now

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns11.41%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns8.94%

Compare Now

HDFC Gilt Fund - Growth Plan HDFC Gilt Fund - Growth Plan

3Y Returns6.52%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.6%

Compare Now

Kotak Multicap Fund-Regular Plan-Growth Kotak Multicap Fund-Regular Plan-Growth

3Y Returns22.71%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns12.8%

Compare Now
Request call back
Add to Cart Successfully