Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Prima Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

tortoise-icon Franklin India Mid Cap Fund - Growth

Invest Now

tortoise-icon Kotak Midcap Fund - Growth

Invest Now

Chart Comparison

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

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) ₹12285 Cr ₹53464 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 3.74% 4.16%
6 Month 0.9% 0.62%
1 Year 6.16% 4.9%
3 Year 29.12% 27.19%
5 Year 27.33% 30.42%

SIP Return Analysis

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - Growth
6 Month 11.62% 14.76%
1 Year 13.02% 16.51%
3 Year 25.69% 25%
5 Year 23.38% 24.33%

Rolling Lumpsum Returns

Scheme Name Franklin India Mid Cap Fund - Growth Kotak Midcap Fund - 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 Mid Cap Fund - Growth Kotak Midcap Fund - Growth
Standard Deviation 13.68% 16.22%
Sharp 1.17% 0.99%
Beta 0.9% 0.87%
Alpha 0.91% -0.10%

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 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 4.5 6.39
Mid Cap 64.9 67.02
Large Cap 13.23 12.68
Small Cap 17.39 13.91

Sector Allocation

Scheme Name

Franklin India Mid Cap Fund - Growth

Kotak Midcap Fund - Growth

Others 4.5 5.96
Fertilizers & Agrochemicals 4.27 -
Cement & Cement Products 4.13 -
Finance 4.33 -
Retailing 1.74 -
Healthcare Services 4.08 -
Pharmaceuticals & Biotechnology 6.21 -
Banks 9.4 -
Electrical Equipment 1.61 -
Agricultural, Commercial & Construction Vehicles 1.08 -
Leisure Services 4.02 -
Aerospace & Defense 1.89 -
Ferrous Metals 1.55 -
IT - Software 5.37 -
Realty 5.62 -
Petroleum Products 1.09 -
Auto Components 6.97 -
Transport Services 0.77 -
Telecom - Services 3.6 -
Automobiles 0.49 -
Insurance 3.37 -
Agricultural Food & other Products 1.05 -
Gas 0.44 -
Consumer Durables 5.13 -
Power 0.7 -
Chemicals & Petrochemicals 3.05 -
Industrial Products 5.75 -
Financial Technology (Fintech) 1.86 -
Personal Products 1.58 -
Beverages 1.33 -
Capital Markets 0.49 -
Textiles & Apparels 2.55 -
Financial Services - 11.53
Consumer Cyclical - 17.59
Healthcare - 11.29
Technology - 14.57
Real Estate - 2.62
Energy - 3.08
Utilities - 0.52
Industrials - 15.58
Basic Materials - 13.76
Communication Services - 2.24
Consumer Defensive - 1.27

Top Comparisons

ITI Multi Cap Fund Regular - Growth ITI Multi Cap Fund Regular - Growth

3Y Returns25.27%

VS

Quant Multi Cap Fund-Growth Quant Multi Cap Fund-Growth

3Y Returns19.36%

Compare Now

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns6.33%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.37%

Compare Now

Kotak Silver ETF Fund of Fund - Regular Plan - Growth Option Kotak Silver ETF Fund of Fund - Regular Plan - Growth Option

3Y Returns0%

VS

HDFC Silver ETF Fund of Fund - Growth Option HDFC Silver ETF Fund of Fund - Growth Option

3Y Returns0%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns17.67%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns21.47%

Compare Now
Add to Cart Successfully